EVUS vs DFAT

AEVUS

BDFAT

Measures won5–0EVUS wins · of 6 · 5Y

$10,000 · 5Y$15,974DFAT · IWF $15,330

Lowest cost0.18%EVUS · $18 on $10k

Most income1.42%EVUS · $142 on $10k

Smallest drop−7.7%EVUS · worst fall in 1Y

Held in common0.5%EVUS and DFAT

EVUS

DFAT

iShares ESG Aware MSCI USA Value ETF · $389MDimensional - US Targeted Value ETF · $31.1B

+19.6%3 years · per year$17,108 · $16,661+18.5%

[…]5 years · per year[…] · $15,974+9.8%

0.18%Expense ratio$18 · $31 on $10k · lower wins0.31%

1.42%12-mo yield$142 · $135 on $10k1.35%

−7.7%Worst dropSmaller wins−9.6%

11.2%VolatilityLower wins14.7%

5–0EVUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEVUS · DFAT

0.2%BALL0.7%

0.1%COO0.3%

0.1%GPC0.2%

0.1%MKC0.2%

Held in common0.5%

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

All Three

5Y3 funds

#
1	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$31.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	AEVUS	iShares ESG Aware MSCI USA Value ETFRead Desk	0.18%	1.42%	−3.2%	+16.7%	+20.9%	+19.6%	new	−7.7%	$389M

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

All Three

5Y3 funds

#
1	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$31.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	AEVUS	iShares ESG Aware MSCI USA Value ETFRead Desk	0.18%	1.42%	−3.2%	+16.7%	+20.9%	+19.6%	new	−7.7%	$389M

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

EVUS vs DFAT

EVUS

iShares ESG Aware MSCI USA Value

[…]

DFAT

Dimensional - US Targeted Value

$15,974

MeasureEVUSDFAT

Fee0.18%0.31%

Cost on $10k a year$18$31

Yield1.42%1.35%

5 years, per year[…]+9.8%

3 years, per year+19.6%+18.5%

Worst drop · 1Y−7.7%−9.6%

Volatility · 1Y11.2%14.7%

5–0measures won
EVUS first

0.5%

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$59.1B

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%

$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

Overlap: EVUS, DFAT, IWF

Today

18.8%most shared, EVUS and IWF

EVUSDFATIWF

EVUS—0.5%18.8%

DFAT0.5%—0.0%

IWF18.8%0.0%—

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

Income After Fees on $10,000

$124most kept, EVUS

EVUS$142 − $18 = $124

DFAT$135 − $31 = $104

IWF$39 − $18 = $21

KeptFee

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