IOO vs DVAL

AIOO

BDVAL

Measures won2–3DVAL wins · of 6 · 5Y

$10,000 · 5Y$20,135IOO · IEFA $14,790

Lowest cost0.07%IEFA · $7 on $10k

Most income5.15%DVAL · $515 on $10k

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

Held in common[…]IOO and DVAL

IOO

DVAL

iShares Global 100 ETF · $9.0BBrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60M

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

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

0.40%Expense ratio$40 · $49 on $10k · lower wins0.49%

0.83%12-mo yield$83 · $515 on $10k5.15%

−9.9%Worst dropSmaller wins−6.2%

14.5%VolatilityLower wins10.4%

2–3DVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIOO · DVAL

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	AIOO	iShares Global 100 ETFRead Desk	0.40%	0.83%	+0.2%	+11.3%	+12.3%	+26.8%	+15.0%	−9.9%	$9.0B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.42%	−0.6%	+9.2%	+13.0%	+20.1%	+8.1%	−11.5%	$189.0B
3	BDVAL	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	AIOO	iShares Global 100 ETFRead Desk	0.40%	0.83%	+0.2%	+11.3%	+12.3%	+26.8%	+15.0%	−9.9%	$9.0B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.42%	−0.6%	+9.2%	+13.0%	+20.1%	+8.1%	−11.5%	$189.0B
3	BDVAL	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

IOO vs DVAL

IOO

iShares Global 100

$20,135

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value

[…]

MeasureIOODVAL

Fee0.40%0.49%

Cost on $10k a year$40$49

Yield0.83%5.15%

5 years, per year+15.0%[…]

3 years, per year+26.8%+15.0%

Worst drop · 1Y−9.9%−6.2%

Volatility · 1Y14.5%10.4%

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: IOO, DVAL, IEFA

Today

16.7%most shared, IOO and IEFA

IOODVALIEFA

IOO—[…]16.7%

DVAL[…]—[…]

IEFA16.7%[…]—

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

IEFA$342 − $7 = $335

IOO$83 − $40 = $43

KeptFee

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