IWB vs DFAC

AIWB

BDFAC

Measures won4–2IWB wins · of 6 · 5Y

$10,000 · 5Y$17,090IWB · DFAC $16,976

Lowest cost0.15%IWB · $15 on $10k

Most income0.92%IWB · $92 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common72.4%IWB and DFAC

IWB

DFAC

iShares Russell 1000 ETF · $47.8BDimensional - US Core Equity 2 ETF · $87.6B

+23.8%3 years · per year$18,957 · $18,595+23.0%

+11.3%5 years · per year$17,090 · $16,976+11.2%

0.15%Expense ratio$15 · $21 on $10k · lower wins0.21%

0.92%12-mo yield$92 · $88 on $10k0.88%

−8.9%Worst dropSmaller wins−8.5%

12.8%VolatilityLower wins12.2%

4–2IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWB · DFAC

7.1%AAPL5.7%

6.8%NVDA5.2%

5.6%MSFT4.7%

3.3%AMZN2.5%

Held in common72.4%

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	AIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.92%	+0.3%	+11.3%	+11.6%	+23.8%	+11.3%	−8.9%	$47.8B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B

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	AIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.92%	+0.3%	+11.3%	+11.6%	+23.8%	+11.3%	−8.9%	$47.8B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.88%	+0.1%	+14.1%	+16.0%	+23.0%	+11.2%	−8.5%	$87.6B

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

IWB vs DFAC

IWB

iShares Russell 1000

$17,091

DFAC

Dimensional - US Core Equity 2

$16,976

MeasureIWBDFAC

Fee0.15%0.21%

Cost on $10k a year$15$21

Yield0.92%0.88%

5 years, per year+11.3%+11.2%

3 years, per year+23.8%+23.0%

Worst drop · 1Y−8.9%−8.5%

Volatility · 1Y12.8%12.2%

3–2measures won
IWB first

72.4%

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: IWB, DFAC

Today

72.4%most shared, IWB and DFAC

IWBDFAC

IWB—72.4%

DFAC72.4%—

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

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

DFAC$88 − $21 = $67

KeptFee

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