DLCU vs IWB

ADLCU

BIWB

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,543IWB

Lowest cost0.09%DLCU · $9 on $10k

Most income0.95%IWB · $95 on $10k

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

Held in common92.5%DLCU and IWB

DLCU

IWB

Dimensional US Large Company ETF · $13.8BiShares Russell 1000 ETF · $46.4B

[…]3 years · per year[…] · $18,083+21.8%

[…]5 years · per year[…] · $16,543+10.6%

0.09%Expense ratio$9 · $15 on $10k · lower wins0.15%

0.18%12-mo yield$18 · $95 on $10k0.95%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins13.6%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsDLCU · IWB

7.7%AAPL7.1%

7.3%NVDA6.6%

6.2%MSFT5.8%

3.9%AMZN3.6%

Held in common92.5%

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$46.4B
2	ADLCU	Dimensional US Large Company ETFRead Desk		0.09%	0.18%	−4.4%	new	new	new	new	[…]	$13.8B

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$46.4B
2	ADLCU	Dimensional US Large Company ETFRead Desk		0.09%	0.18%	−4.4%	new	new	new	new	[…]	$13.8B

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

DLCU vs IWB

DLCU

Dimensional US Large Company

[…]

IWB

iShares Russell 1000

$16,543

MeasureDLCUIWB

Fee0.09%0.15%

Cost on $10k a year$9$15

Yield0.18%0.95%

5 years, per year[…]+10.6%

3 years, per year[…]+21.8%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.6%

1–1measures won
level

92.5%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DLCU, IWB

Today

92.5%most shared, DLCU and IWB

DLCUIWB

DLCU—92.5%

IWB92.5%—

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

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

DLCU$18 − $9 = $9

KeptFee

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