DFUS vs IWF

ADFUS

BIWF

Measures won6–0DFUS wins · of 6 · 5Y

$10,000 · 5Y$17,837DFUS · IWF $16,559

Lowest cost0.09%DFUS · $9 on $10k

Most income0.86%DFUS · $86 on $10k

Smallest drop−9.0%DFUS · worst fall in 1Y

Held in common54.1%DFUS and IWF

DFUS

IWF

Dimensional U.S. Equity ETF · $21.4BiShares Russell 1000 Growth ETF · $120B

+24.2%3 years · per year$19,145 · $18,310+22.3%

+12.3%5 years · per year$17,837 · $16,559+10.6%

0.09%Expense ratio$9 · $18 on $10k · lower wins0.18%

0.86%12-mo yield$86 · $37 on $10k0.37%

−9.0%Worst dropSmaller wins−15.6%

13.2%VolatilityLower wins18.3%

6–0DFUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFUS · IWF

6.7%AAPL8.1%

6.6%NVDA15.1%

5.4%MSFT6.1%

2.3%GOOGL5.1%

Held in common54.1%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ADFUS	Dimensional U.S. Equity ETFRead Desk		0.09%	0.86%	+1.5%	+13.4%	+13.6%	+24.2%	+12.3%	−9.0%	$21.4B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADFUS	Dimensional U.S. Equity ETFRead Desk		0.09%	0.86%	+1.5%	+13.4%	+13.6%	+24.2%	+12.3%	−9.0%	$21.4B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFUS vs IWF

DFUS

Dimensional U.S. Equity

$17,837

IWF

iShares Russell 1000 Growth

$16,559

MeasureDFUSIWF

Fee0.09%0.18%

Cost on $10k a year$9$18

Yield0.86%0.37%

5 years, per year+12.3%+10.6%

3 years, per year+24.2%+22.3%

Worst drop · 1Y−9.0%−15.6%

Volatility · 1Y13.2%18.3%

6–0measures won
DFUS first

54.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: DFUS, IWF

Today

54.1%most shared, DFUS and IWF

DFUSIWF

DFUS—54.1%

IWF54.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$77most kept, DFUS

DFUS$86 − $9 = $77

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee