IVVW vs DFAC

AIVVW

BDFAC

Measures won3–1IVVW wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · IWF $15,892

Lowest cost0.18%IWF · $18 on $10k

Most income18.52%IVVW · $1,852 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 · $344MDimensional - US Core Equity 2 ETF · $87.7B

[…]3 years · per year[…] · $17,787+21.2%

[…]5 years · per year[…] · $16,820+11.0%

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

18.52%12-mo yield$1,852 · $88 on $10k0.88%

−5.8%Worst dropSmaller wins−8.5%

9.8%VolatilityLower wins13.1%

3–1IVVW wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVVW · DFAC

7.9%AAPL5.9%

6.2%MSFT5.0%

7.1%NVDA4.9%

4.0%AMZN2.7%

Held in common69.0%

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	AIVVW	iShares S&P 500 BuyWrite ETFRead Desk	0.25%	18.52%	+2.0%	+9.9%	+13.5%	new	new	−5.8%	$344M

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	AIVVW	iShares S&P 500 BuyWrite ETFRead Desk	0.25%	18.52%	+2.0%	+9.9%	+13.5%	new	new	−5.8%	$344M

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

IVVW vs DFAC

IVVW

iShares S&P 500 BuyWrite

[…]

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureIVVWDFAC

Fee0.25%0.21%

Cost on $10k a year$25$21

Yield18.52%0.88%

5 years, per year[…]+11.0%

3 years, per year[…]+21.2%

Worst drop · 1Y−5.8%−8.5%

Volatility · 1Y9.8%13.1%

3–1measures won
IVVW first

69.0%

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: IVVW, DFAC, IWF

Today

69.0%most shared, IVVW and DFAC

IVVWDFACIWF

IVVW—69.0%56.1%

DFAC69.0%—40.3%

IWF56.1%40.3%—

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

Income After Fees on $10,000

$1,827most kept, IVVW

IVVW$1,852 − $25 = $1,827

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

KeptFee

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