DFUS vs IWB

ADFUS

BIWB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DFUS $16,904

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common93.8%DFUS and IWB

DFUS

IWB

Dimensional U.S. Equity ETF · $20.9BiShares Russell 1000 ETF · $46.6B

+21.8%3 years · per year$18,067 · $17,966+21.6%

+11.1%5 years · per year$16,904 · $16,575+10.6%

0.09%Expense ratio$9 · $15 on $10k · lower wins0.15%

0.90%12-mo yield$90 · $95 on $10k0.95%

−9.0%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFUS · IWB

7.1%AAPL7.1%

6.0%NVDA6.6%

5.7%MSFT5.8%

3.8%AMZN3.6%

Held in common93.8%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.90%	+0.3%	+8.8%	+9.8%	+21.8%	+11.1%	−9.0%	$20.9B
3	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.90%	+0.3%	+8.8%	+9.8%	+21.8%	+11.1%	−9.0%	$20.9B
3	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFUS vs IWB

DFUS

Dimensional U.S. Equity

$16,904

IWB

iShares Russell 1000

$16,575

MeasureDFUSIWB

Fee0.09%0.15%

Cost on $10k a year$9$15

Yield0.90%0.95%

5 years, per year+11.1%+10.6%

3 years, per year+21.8%+21.6%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y13.9%13.6%

3–2measures won
DFUS first

93.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DFUS, IWB, VTV

Today

93.8%most shared, DFUS and IWB

DFUSIWBVTV

DFUS—93.8%40.2%

IWB93.8%—40.8%

VTV40.2%40.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

DFUS$90 − $9 = $81

IWB$95 − $15 = $80

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee