DVAL vs IOO

ADVAL

BIOO

Measures won3–2DVAL wins · of 6 · 5Y

$10,000 · 5Y$20,135IOO · VEA $15,484

Lowest cost0.03%VEA · $3 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 · $9.0B

+15.0%3 years · per year$15,218 · $20,410+26.8%

[…]5 years · per year[…] · $20,135+15.0%

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

5.15%12-mo yield$515 · $83 on $10k0.83%

−6.2%Worst dropSmaller wins−9.9%

10.4%VolatilityLower wins14.5%

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 3, 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%	0.83%	+0.2%	+11.3%	+12.3%	+26.8%	+15.0%	−9.9%	$9.0B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.46%	−0.3%	+12.1%	+16.8%	+22.2%	+9.1%	−11.6%	$231.6B
3	ADVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk	0.49%	5.15%	0.0%	+13.0%	+15.5%	+15.0%	new	−6.2%	$60M

End-of-day Nov 3, 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%	0.83%	+0.2%	+11.3%	+12.3%	+26.8%	+15.0%	−9.9%	$9.0B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.46%	−0.3%	+12.1%	+16.8%	+22.2%	+9.1%	−11.6%	$231.6B
3	ADVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk	0.49%	5.15%	0.0%	+13.0%	+15.5%	+15.0%	new	−6.2%	$60M

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

DVAL vs IOO

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value

[…]

IOO

iShares Global 100

$20,135

MeasureDVALIOO

Fee0.49%0.40%

Cost on $10k a year$49$40

Yield5.15%0.83%

5 years, per year[…]+15.0%

3 years, per year+15.0%+26.8%

Worst drop · 1Y−6.2%−9.9%

Volatility · 1Y10.4%14.5%

3–2measures won
DVAL first

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

VEA vs IEFA

YTD

VanguardVEA

+12.1%

IEFAiShares

+9.2%

+12.1%Year to date+9.2%

2.5%Yield3.4%

$232BAssets$189B

1–1level

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: DVAL, IOO, VEA

Today

18.2%most shared, IOO and VEA

DVALIOOVEA

DVAL—[…][…]

IOO[…]—18.2%

VEA[…]18.2%—

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

Income After Fees on $10,000

$466most kept, DVAL

DVAL$515 − $49 = $466

VEA$246 − $3 = $243

IOO$83 − $40 = $43

KeptFee

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