IOO vs DVAL

AIOO

BDVAL

Measures won2–3DVAL wins · of 6 · 5Y

$10,000 · 5Y$20,538IOO · VEA $15,893

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[…]IOO and DVAL

IOO

DVAL

iShares Global 100 ETF · $9.2BBrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60M

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

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

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

0.81%12-mo yield$81 · $515 on $10k5.15%

−9.9%Worst dropSmaller wins−6.2%

14.7%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 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	AIOO	iShares Global 100 ETFRead Desk	0.40%	0.81%	+2.4%	+14.0%	+14.6%	+27.2%	+15.5%	−9.9%	$9.2B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.41%	+2.1%	+14.4%	+18.9%	+22.5%	+9.7%	−11.6%	$231.6B
3	BDVAL	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	AIOO	iShares Global 100 ETFRead Desk	0.40%	0.81%	+2.4%	+14.0%	+14.6%	+27.2%	+15.5%	−9.9%	$9.2B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.41%	+2.1%	+14.4%	+18.9%	+22.5%	+9.7%	−11.6%	$231.6B
3	BDVAL	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

IOO vs DVAL

IOO

iShares Global 100

$20,538

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value

[…]

MeasureIOODVAL

Fee0.40%0.49%

Cost on $10k a year$40$49

Yield0.81%5.15%

5 years, per year+15.5%[…]

3 years, per year+27.2%+15.6%

Worst drop · 1Y−9.9%−6.2%

Volatility · 1Y14.7%10.4%

3–2measures won
DVAL first

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

VEA vs IEFA

YTD

VanguardVEA

+14.4%

IEFAiShares

+11.9%

+14.4%Year to date+11.9%

2.4%Yield3.3%

$232BAssets$193B

1–1level

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: IOO, DVAL, VEA

Today

18.1%most shared, IOO and VEA

IOODVALVEA

IOO—[…]18.1%

DVAL[…]—[…]

VEA18.1%[…]—

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

VEA$241 − $3 = $238

IOO$81 − $40 = $41

KeptFee

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