IVLU vs DFAT

AIVLU

BDFAT

Measures won3–2IVLU wins · of 6 · 5Y

$10,000 · 5Y$19,789IVLU · DFAT $15,974

Lowest cost0.18%IWF · $18 on $10k

Most income3.33%IVLU · $333 on $10k

Smallest drop−9.6%DFAT · worst fall in 1Y

Held in common0.0%IVLU and DFAT

IVLU

DFAT

iShares MSCI Intl Value Factor ETF · $4.6BDimensional - US Targeted Value ETF · $32.1B

+25.3%3 years · per year$19,670 · $16,661+18.5%

+14.6%5 years · per year$19,789 · $15,974+9.8%

0.31%Expense ratio$31 · $31 on $10k · lower wins0.31%

3.33%12-mo yield$333 · $135 on $10k1.35%

−11.7%Worst dropSmaller wins−9.6%

16.3%VolatilityLower wins14.7%

3–2IVLU wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVLU · DFAT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 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	AIVLU	iShares MSCI Intl Value Factor ETFRead Desk	0.31%	3.33%	−2.5%	+13.0%	+22.7%	+25.3%	+14.6%	−11.7%	$4.6B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$32.1B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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

All Three

5Y3 funds

#
1	AIVLU	iShares MSCI Intl Value Factor ETFRead Desk	0.31%	3.33%	−2.5%	+13.0%	+22.7%	+25.3%	+14.6%	−11.7%	$4.6B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$32.1B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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

Cards for this view

IVLU vs DFAT

IVLU

iShares MSCI Intl Value Factor

$19,789

DFAT

Dimensional - US Targeted Value

$15,974

MeasureIVLUDFAT

Fee0.31%0.31%

Cost on $10k a year$31$31

Yield3.33%1.35%

5 years, per year+14.6%+9.8%

3 years, per year+25.3%+18.5%

Worst drop · 1Y−11.7%−9.6%

Volatility · 1Y16.3%14.7%

3–2measures won
IVLU first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IVLU, DFAT, IWF

Today

0.0%most shared, DFAT and IWF

IVLUDFATIWF

IVLU—0.0%0.0%

DFAT0.0%—0.0%

IWF0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$302most kept, IVLU

IVLU$333 − $31 = $302

DFAT$135 − $31 = $104

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee