IVVW vs DFAC

AIVVW

BDFAC

Measures won3–1IVVW wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC

Lowest cost0.21%DFAC · $21 on $10k

Most income18.26%IVVW · $1,826 on $10k

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

Held in common69.0%IVVW and DFAC

IVVW

DFAC

iShares S&P 500 BuyWrite ETF · $349MDimensional - US Core Equity 2 ETF · $89.2B

[…]3 years · per year[…] · $18,682+23.2%

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

0.25%Expense ratio$25 · $21 on $10k · lower wins0.21%

18.26%12-mo yield$1,826 · $87 on $10k0.87%

−5.8%Worst dropSmaller wins−8.5%

8.8%VolatilityLower wins12.3%

3–1IVVW wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVVW · DFAC

7.4%AAPL5.6%

7.7%NVDA5.3%

5.9%MSFT4.8%

3.8%AMZN2.6%

Held in common69.0%

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

Both

5Y2 funds

#			Trend
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	AIVVW	iShares S&P 500 BuyWrite ETFRead Desk		0.25%	18.26%	+1.4%	+11.5%	+14.5%	new	new	−5.8%	$349M

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	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	AIVVW	iShares S&P 500 BuyWrite ETFRead Desk		0.25%	18.26%	+1.4%	+11.5%	+14.5%	new	new	−5.8%	$349M

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

IVVW vs DFAC

IVVW

iShares S&P 500 BuyWrite

[…]

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureIVVWDFAC

Fee0.25%0.21%

Cost on $10k a year$25$21

Yield18.26%0.87%

5 years, per year[…]+11.7%

3 years, per year[…]+23.2%

Worst drop · 1Y−5.8%−8.5%

Volatility · 1Y8.8%12.3%

3–1measures won
IVVW first

69.0%

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: IVVW, DFAC

Today

69.0%most shared, IVVW and DFAC

IVVWDFAC

IVVW—69.0%

DFAC69.0%—

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

Income After Fees on $10,000

$1,801most kept, IVVW

IVVW$1,826 − $25 = $1,801

DFAC$87 − $21 = $66

KeptFee

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