IUSV vs DFAT

AIUSV

BDFAT

Measures won5–1IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,624IUSV · DFAT $16,744

Lowest cost0.04%IUSV · $4 on $10k

Most income1.60%IUSV · $160 on $10k

Smallest drop−6.4%IUSV · worst fall in 1Y

Held in common4.5%IUSV and DFAT

IUSV

DFAT

iShares Core S&P U.S. Value ETF · $28.4BDimensional - US Targeted Value ETF · $32.1B

+19.8%3 years · per year$17,194 · $17,261+20.0%

+12.0%5 years · per year$17,624 · $16,744+10.9%

0.04%Expense ratio$4 · $31 on $10k · lower wins0.31%

1.60%12-mo yield$160 · $131 on $10k1.31%

−6.4%Worst dropSmaller wins−9.6%

9.8%VolatilityLower wins14.3%

5–1IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIUSV · DFAT

0.1%VTRS0.1%

0.1%PTC0.1%

0.1%PR0.4%

0.1%SWKS0.4%

Held in common4.5%

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

Both

5Y2 funds

#			Trend
1	AIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.60%	+2.0%	+16.1%	+18.7%	+19.8%	+12.0%	−6.4%	$28.4B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$32.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.60%	+2.0%	+16.1%	+18.7%	+19.8%	+12.0%	−6.4%	$28.4B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$32.1B

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

IUSV vs DFAT

IUSV

iShares Core S&P U.S. Value

$17,624

DFAT

Dimensional - US Targeted Value

$16,744

MeasureIUSVDFAT

Fee0.04%0.31%

Cost on $10k a year$4$31

Yield1.60%1.31%

5 years, per year+12.0%+10.9%

3 years, per year+19.8%+20.0%

Worst drop · 1Y−6.4%−9.6%

Volatility · 1Y9.8%14.3%

5–1measures won
IUSV first

4.5%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IUSV, DFAT

Today

4.5%most shared, IUSV and DFAT

IUSVDFAT

IUSV—4.5%

DFAT4.5%—

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

Income After Fees on $10,000

$156most kept, IUSV

IUSV$160 − $4 = $156

DFAT$131 − $31 = $100

KeptFee

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