IVVB vs DFAC

AIVVB

BDFAC

Measures won3–2IVVB wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · IWF $16,559

Lowest cost0.18%IWF · $18 on $10k

Most income1.14%IVVB · $114 on $10k

Smallest drop−5.8%IVVB · worst fall in 1Y

Held in common0.0%IVVB and DFAC

IVVB

DFAC

iShares Large Cap Deep Quarterly Laddered ETF · $143MDimensional - US Core Equity 2 ETF · $89.2B

+14.6%3 years · per year$15,062 · $18,682+23.2%

[…]5 years · per year[…] · $17,417+11.7%

0.53%Expense ratio$53 · $21 on $10k · lower wins0.21%

1.14%12-mo yield$114 · $87 on $10k0.87%

−5.8%Worst dropSmaller wins−8.5%

8.0%VolatilityLower wins12.3%

3–2IVVB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVVB · DFAC

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

Held in common0.0%

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	AIVVB	iShares Large Cap Deep Quarterly Laddered ETFRead Desk	0.53%	1.14%	+1.0%	+7.1%	+7.5%	+14.6%	new	−5.8%	$143M

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	AIVVB	iShares Large Cap Deep Quarterly Laddered ETFRead Desk	0.53%	1.14%	+1.0%	+7.1%	+7.5%	+14.6%	new	−5.8%	$143M

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

IVVB vs DFAC

IVVB

iShares Large Cap Deep Quarterly Laddered

[…]

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureIVVBDFAC

Fee0.53%0.21%

Cost on $10k a year$53$21

Yield1.14%0.87%

5 years, per year[…]+11.7%

3 years, per year+14.6%+23.2%

Worst drop · 1Y−5.8%−8.5%

Volatility · 1Y8.0%12.3%

3–2measures won
IVVB first

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

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: IVVB, DFAC, IWF

Today

40.8%most shared, DFAC and IWF

IVVBDFACIWF

IVVB—0.0%0.0%

DFAC0.0%—40.8%

IWF0.0%40.8%—

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

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

IVVB$114 − $53 = $61

IWF$37 − $18 = $19

KeptFee

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