DFUV vs IWD

ADFUV

BIWD

Measures won1–4IWD wins · of 6 · 5Y

$10,000 · 5Y$17,178IWD

Lowest cost0.18%IWD · $18 on $10k

Most income1.37%IWD · $137 on $10k

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

Held in common57.1%DFUV and IWD

DFUV

IWD

Dimensional - US Marketwide Value ETF · $15.6BiShares Russell 1000 Value ETF · $83.2B

+23.1%3 years · per year$18,656 · $18,980+23.8%

[…]5 years · per year[…] · $17,178+11.4%

0.21%Expense ratio$21 · $18 on $10k · lower wins0.18%

1.30%12-mo yield$130 · $137 on $10k1.37%

−6.0%Worst dropSmaller wins−6.8%

11.3%VolatilityLower wins11.0%

1–4IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFUV · IWD

4.4%AMZN5.6%

3.0%BRK-B2.7%

4.2%JPM2.4%

3.9%XOM2.0%

Held in common57.1%

End-of-day Nov 3, 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	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−0.3%	+24.2%	+28.4%	+23.8%	+11.4%	−6.8%	$83.2B
2	ADFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.30%	−0.3%	+22.8%	+28.4%	+23.1%	new	−6.0%	$15.6B

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

Both

5Y2 funds

#			Trend
1	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−0.3%	+24.2%	+28.4%	+23.8%	+11.4%	−6.8%	$83.2B
2	ADFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.30%	−0.3%	+22.8%	+28.4%	+23.1%	new	−6.0%	$15.6B

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

Cards for this view

DFUV vs IWD

DFUV

Dimensional - US Marketwide Value

[…]

IWD

iShares Russell 1000 Value

$17,178

MeasureDFUVIWD

Fee0.21%0.18%

Cost on $10k a year$21$18

Yield1.30%1.37%

5 years, per year[…]+11.4%

3 years, per year+23.1%+23.8%

Worst drop · 1Y−6.0%−6.8%

Volatility · 1Y11.3%11.0%

4–1measures won
IWD first

57.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: DFUV, IWD

Today

57.1%most shared, DFUV and IWD

DFUVIWD

DFUV—57.1%

IWD57.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

DFUV$130 − $21 = $109

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee