DFUV vs IUSV

ADFUV

BIUSV

Measures won2–3IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,003IUSV

Lowest cost0.04%IUSV · $4 on $10k

Most income1.65%IUSV · $165 on $10k

Smallest drop−6.0%DFUV · worst fall in 1Y

Held in common51.0%DFUV and IUSV

DFUV

IUSV

Dimensional - US Marketwide Value ETF · $16.0BiShares Core S&P U.S. Value ETF · $28.4B

+21.6%3 years · per year$17,966 · $16,565+18.3%

[…]5 years · per year[…] · $17,003+11.2%

0.21%Expense ratio$21 · $4 on $10k · lower wins0.04%

1.32%12-mo yield$132 · $165 on $10k1.65%

−6.0%Worst dropSmaller wins−6.4%

11.8%VolatilityLower wins10.2%

2–3IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFUV · IUSV

4.9%AMZN3.7%

3.9%XOM2.1%

2.2%CVX1.3%

1.7%UNH1.1%

Held in common51.0%

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

Both

5Y2 funds

#			Trend
1	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.65%	−2.8%	+12.9%	+15.9%	+18.3%	+11.2%	−6.4%	$28.4B
2	ADFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.32%	−3.1%	+20.5%	+27.1%	+21.6%	new	−6.0%	$16.0B

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

Both

5Y2 funds

#			Trend
1	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.65%	−2.8%	+12.9%	+15.9%	+18.3%	+11.2%	−6.4%	$28.4B
2	ADFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.32%	−3.1%	+20.5%	+27.1%	+21.6%	new	−6.0%	$16.0B

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

DFUV vs IUSV

DFUV

Dimensional - US Marketwide Value

[…]

IUSV

iShares Core S&P U.S. Value

$17,003

MeasureDFUVIUSV

Fee0.21%0.04%

Cost on $10k a year$21$4

Yield1.32%1.65%

5 years, per year[…]+11.2%

3 years, per year+21.6%+18.3%

Worst drop · 1Y−6.0%−6.4%

Volatility · 1Y11.8%10.2%

3–2measures won
IUSV first

51.0%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFUV, IUSV

Today

51.0%most shared, DFUV and IUSV

DFUVIUSV

DFUV—51.0%

IUSV51.0%—

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

Income After Fees on $10,000

$161most kept, IUSV

IUSV$165 − $4 = $161

DFUV$132 − $21 = $111

KeptFee

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