IWB vs DFAC

AIWB

BDFAC

Measures won3–2IWB wins · of 6 · 5Y

$10,000 · 5Y$16,575IWB · DFAC $16,525

Lowest cost0.03%VUG · $3 on $10k

Most income0.95%IWB · $95 on $10k

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

Held in common72.5%IWB and DFAC

IWB

DFAC

iShares Russell 1000 ETF · $46.4BDimensional - US Core Equity 2 ETF · $85.7B

+21.6%3 years · per year$17,966 · $17,722+21.0%

+10.6%5 years · per year$16,575 · $16,525+10.6%

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

0.95%12-mo yield$95 · $90 on $10k0.90%

−8.9%Worst dropSmaller wins−8.5%

13.6%VolatilityLower wins12.9%

3–2IWB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWB · DFAC

7.1%AAPL5.9%

5.8%MSFT5.0%

6.6%NVDA4.8%

3.6%AMZN2.7%

Held in common72.5%

End-of-day Nov 6, 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	AIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 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

$16,575

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureIWBDFAC

Fee0.15%0.21%

Cost on $10k a year$15$21

Yield0.95%0.90%

5 years, per year+10.6%+10.6%

3 years, per year+21.6%+21.0%

Worst drop · 1Y−8.9%−8.5%

Volatility · 1Y13.6%12.9%

2–2measures won
level

72.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IWB, DFAC, VUG

Today

72.5%most shared, IWB and DFAC

IWBDFACVUG

IWB—72.5%52.0%

DFAC72.5%—35.7%

VUG52.0%35.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee