DFUS vs IWB

ADFUS

BIWB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,889DFUS · IWB $16,543

Lowest cost0.03%VUG · $3 on $10k

Most income0.95%IWB · $95 on $10k

Smallest drop−8.9%IWB · worst fall in 1Y

Held in common94.7%DFUS and IWB

DFUS

IWB

Dimensional U.S. Equity ETF · $21.8BiShares Russell 1000 ETF · $48.5B

+22.1%3 years · per year$18,189 · $18,083+21.8%

+11.1%5 years · per year$16,889 · $16,543+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

6.9%AAPL7.1%

6.3%NVDA6.6%

5.7%MSFT5.8%

3.7%AMZN3.6%

Held in common94.7%

End-of-day Nov 5, 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	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.90%	−4.4%	+8.5%	+9.9%	+22.1%	+11.1%	−9.0%	$21.8B
2	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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

All Three

5Y3 funds

#
1	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.90%	−4.4%	+8.5%	+9.9%	+22.1%	+11.1%	−9.0%	$21.8B
2	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

End-of-day Nov 5, 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

$16,889

IWB

iShares Russell 1000

$16,543

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+22.1%+21.8%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y13.9%13.6%

3–3measures won
level

94.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFUS, IWB, VUG

Today

94.7%most shared, DFUS and IWB

DFUSIWBVUG

DFUS—94.7%51.1%

IWB94.7%—52.0%

VUG51.1%52.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$81most kept, DFUS

DFUS$90 − $9 = $81

IWB$95 − $15 = $80

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee