DVAL vs IOO

ADVAL

BIOO

Measures won3–2DVAL wins · of 6 · 5Y

$10,000 · 5Y$20,538IOO · VXUS $15,003

Lowest cost0.05%VXUS · $5 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 · $9.2B

+15.6%3 years · per year$15,457 · $20,582+27.2%

[…]5 years · per year[…] · $20,538+15.5%

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

5.15%12-mo yield$515 · $81 on $10k0.81%

−6.2%Worst dropSmaller wins−9.9%

10.4%VolatilityLower wins14.7%

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 4, 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%	0.81%	+2.4%	+14.0%	+14.6%	+27.2%	+15.5%	−9.9%	$9.2B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.37%	+2.0%	+12.0%	+15.0%	+21.0%	+8.5%	−11.3%	$163.2B
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 4, 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%	0.81%	+2.4%	+14.0%	+14.6%	+27.2%	+15.5%	−9.9%	$9.2B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.37%	+2.0%	+12.0%	+15.0%	+21.0%	+8.5%	−11.3%	$163.2B
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 4, 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

$20,538

MeasureDVALIOO

Fee0.49%0.40%

Cost on $10k a year$49$40

Yield5.15%0.81%

5 years, per year[…]+15.5%

3 years, per year+15.6%+27.2%

Worst drop · 1Y−6.2%−9.9%

Volatility · 1Y10.4%14.7%

3–2measures won
DVAL first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VXUS vs IXUS

YTD

VanguardVXUS

+12.0%

IXUSiShares

+12.4%

+12.0%Year to date+12.4%

2.4%Yield3.0%

$163BAssets$58.4B

2–0IXUS wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DVAL, IOO, VXUS

Today

16.7%most shared, IOO and VXUS

DVALIOOVXUS

DVAL—[…][…]

IOO[…]—16.7%

VXUS[…]16.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$466most kept, DVAL

DVAL$515 − $49 = $466

VXUS$237 − $5 = $232

IOO$81 − $40 = $41

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee