IUSV vs DFUV

AIUSV

BDFUV

Measures won3–2IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,016IUSV

Lowest cost0.04%IUSV · $4 on $10k

Most income1.64%IUSV · $164 on $10k

Smallest drop−6.0%DFUV · worst fall in 1Y

Held in common51.1%IUSV and DFUV

IUSV

DFUV

iShares Core S&P U.S. Value ETF · $28.4BDimensional - US Marketwide Value ETF · $15.6B

+19.5%3 years · per year$17,084 · $18,656+23.1%

+11.2%5 years · per year$17,016 · […][…]

0.04%Expense ratio$4 · $21 on $10k · lower wins0.21%

1.64%12-mo yield$164 · $130 on $10k1.30%

−6.4%Worst dropSmaller wins−6.0%

9.6%VolatilityLower wins11.3%

3–2IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIUSV · DFUV

3.4%AMZN4.4%

2.4%XOM3.9%

1.4%CVX2.2%

1.1%UNH1.5%

Held in common51.1%

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

Both

5Y2 funds

#			Trend
1	AIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.64%	−0.6%	+13.8%	+16.1%	+19.5%	+11.2%	−6.4%	$28.4B
2	BDFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.30%	−0.3%	+22.8%	+28.4%	+23.1%	new	−6.0%	$15.6B

End-of-day Nov 3, 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%	1.64%	−0.6%	+13.8%	+16.1%	+19.5%	+11.2%	−6.4%	$28.4B
2	BDFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.30%	−0.3%	+22.8%	+28.4%	+23.1%	new	−6.0%	$15.6B

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

IUSV vs DFUV

IUSV

iShares Core S&P U.S. Value

$17,016

DFUV

Dimensional - US Marketwide Value

[…]

MeasureIUSVDFUV

Fee0.04%0.21%

Cost on $10k a year$4$21

Yield1.64%1.30%

5 years, per year+11.2%[…]

3 years, per year+19.5%+23.1%

Worst drop · 1Y−6.4%−6.0%

Volatility · 1Y9.6%11.3%

3–2measures won
IUSV first

51.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IUSV, DFUV

Today

51.1%most shared, IUSV and DFUV

IUSVDFUV

IUSV—51.1%

DFUV51.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$160most kept, IUSV

IUSV$164 − $4 = $160

DFUV$130 − $21 = $109

KeptFee

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