DVAL vs IOO

ADVAL

BIOO

Measures won3–2DVAL wins · of 6 · 5Y

$10,000 · 5Y$19,581IOO · IEMG $13,373

Lowest cost0.09%IEMG · $9 on $10k

Most income5.15%DVAL · $515 on $10k

Smallest drop−6.2%DVAL · worst fall in 1Y

Held in common[…]DVAL and IOO

DVAL

IOO

BrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60MiShares Global 100 ETF · $8.9B

+15.6%3 years · per year$15,457 · $19,534+25.0%

[…]5 years · per year[…] · $19,581+14.4%

0.49%Expense ratio$49 · $40 on $10k · lower wins0.40%

5.15%12-mo yield$515 · $84 on $10k0.84%

−6.2%Worst dropSmaller wins−9.9%

10.4%VolatilityLower wins15.2%

3–2DVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDVAL · IOO

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BIOO	iShares Global 100 ETFRead Desk	0.40%	0.84%	+0.1%	+9.7%	+11.5%	+25.0%	+14.4%	−9.9%	$8.9B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.49%	+2.1%	+8.3%	+8.8%	+19.3%	+6.0%	−17.8%	$139.4B
3	ADVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk	0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIOO	iShares Global 100 ETFRead Desk	0.40%	0.84%	+0.1%	+9.7%	+11.5%	+25.0%	+14.4%	−9.9%	$8.9B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.49%	+2.1%	+8.3%	+8.8%	+19.3%	+6.0%	−17.8%	$139.4B
3	ADVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk	0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DVAL vs IOO

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value

[…]

IOO

iShares Global 100

$19,581

MeasureDVALIOO

Fee0.49%0.40%

Cost on $10k a year$49$40

Yield5.15%0.84%

5 years, per year[…]+14.4%

3 years, per year+15.6%+25.0%

Worst drop · 1Y−6.2%−9.9%

Volatility · 1Y10.4%15.2%

3–2measures won
DVAL first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VWO vs IEMG

YTD

VanguardVWO

+3.2%

IEMGiShares

+8.3%

+3.2%Year to date+8.3%

2.2%Yield2.5%

$125BAssets$139B

2–0IEMG wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DVAL, IOO, IEMG

Today

2.6%most shared, IOO and IEMG

DVALIOOIEMG

DVAL—[…][…]

IOO[…]—2.6%

IEMG[…]2.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$466most kept, DVAL

DVAL$515 − $49 = $466

IEMG$249 − $9 = $240

IOO$84 − $40 = $44

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee