IUSV vs DFAT

AIUSV

BDFAT

Measures won5–1IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,204IUSV · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.62%IUSV · $162 on $10k

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

Held in common4.4%IUSV and DFAT

IUSV

DFAT

iShares Core S&P U.S. Value ETF · $28.1BDimensional - US Targeted Value ETF · $31.7B

+17.9%3 years · per year$16,382 · $16,444+18.0%

+11.5%5 years · per year$17,204 · $15,930+9.8%

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

1.62%12-mo yield$162 · $132 on $10k1.32%

−6.4%Worst dropSmaller wins−9.6%

10.4%VolatilityLower wins14.8%

5–1IUSV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIUSV · DFAT

0.1%SWKS0.4%

0.1%PR0.3%

0.1%SWK0.5%

0.1%RVTY0.4%

Held in common4.4%

End-of-day Nov 9, 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	AIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.62%	+2.1%	+14.7%	+18.2%	+17.9%	+11.5%	−6.4%	$28.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+2.4%	+19.3%	+26.4%	+18.0%	+9.8%	−9.6%	$31.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.62%	+2.1%	+14.7%	+18.2%	+17.9%	+11.5%	−6.4%	$28.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+2.4%	+19.3%	+26.4%	+18.0%	+9.8%	−9.6%	$31.7B

End-of-day Nov 9, 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

$17,204

DFAT

Dimensional - US Targeted Value

$15,930

MeasureIUSVDFAT

Fee0.04%0.31%

Cost on $10k a year$4$31

Yield1.62%1.32%

5 years, per year+11.5%+9.8%

3 years, per year+17.9%+18.0%

Worst drop · 1Y−6.4%−9.6%

Volatility · 1Y10.4%14.8%

5–1measures won
IUSV first

4.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IUSV, DFAT, VUG

Today

24.6%most shared, IUSV and VUG

IUSVDFATVUG

IUSV—4.4%24.6%

DFAT4.4%—0.0%

VUG24.6%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$158most kept, IUSV

IUSV$162 − $4 = $158

DFAT$132 − $31 = $101

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee