DFUV vs IWF

ADFUV

BIWF

Measures won4–1DFUV wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF

Lowest cost0.18%IWF · $18 on $10k

Most income1.32%DFUV · $132 on $10k

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

Held in common5.2%DFUV and IWF

DFUV

IWF

Dimensional - US Marketwide Value ETF · $16.0BiShares Russell 1000 Growth ETF · $121B

+21.6%3 years · per year$17,966 · $17,073+19.5%

[…]5 years · per year[…] · $15,330+8.9%

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

1.32%12-mo yield$132 · $39 on $10k0.39%

−6.0%Worst dropSmaller wins−14.6%

11.8%VolatilityLower wins19.3%

4–1DFUV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFUV · IWF

1.6%META3.5%

1.1%MU2.8%

4.9%AMZN0.7%

0.2%GOOG4.3%

Held in common5.2%

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
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 IWF

DFUV

Dimensional - US Marketwide Value

[…]

IWF

iShares Russell 1000 Growth

$15,330

MeasureDFUVIWF

Fee0.21%0.18%

Cost on $10k a year$21$18

Yield1.32%0.39%

5 years, per year[…]+8.9%

3 years, per year+21.6%+19.5%

Worst drop · 1Y−6.0%−14.6%

Volatility · 1Y11.8%19.3%

4–1measures won
DFUV first

5.2%

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: DFUV, IWF

Today

5.2%most shared, DFUV and IWF

DFUVIWF

DFUV—5.2%

IWF5.2%—

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

Income After Fees on $10,000

$111most kept, DFUV

DFUV$132 − $21 = $111

IWF$39 − $18 = $21

KeptFee

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