IWD vs DFAC

AIWD

BDFAC

Measures won6–0IWD wins · of 6 · 5Y

$10,000 · 5Y$17,246IWD · DFAC $16,526

Lowest cost0.18%IWD · $18 on $10k

Most income1.37%IWD · $137 on $10k

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common59.8%IWD and DFAC

IWD

DFAC

iShares Russell 1000 Value ETF · $83.3BDimensional - US Core Equity 2 ETF · $85.7B

+23.0%3 years · per year$18,611 · $17,812+21.2%

+11.5%5 years · per year$17,246 · $16,526+10.6%

0.18%Expense ratio$18 · $21 on $10k · lower wins0.21%

1.37%12-mo yield$137 · $90 on $10k0.90%

−6.8%Worst dropSmaller wins−8.5%

11.6%VolatilityLower wins12.9%

6–0IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWD · DFAC

6.0%AAPL5.8%

5.3%MSFT5.0%

6.1%AMZN2.7%

2.4%JPM1.2%

Held in common59.8%

End-of-day Nov 5, 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	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$83.3B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B

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

All Three

5Y3 funds

#
1	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$83.3B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B

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

Cards for this view

IWD vs DFAC

IWD

iShares Russell 1000 Value

$17,246

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureIWDDFAC

Fee0.18%0.21%

Cost on $10k a year$18$21

Yield1.37%0.90%

5 years, per year+11.5%+10.6%

3 years, per year+23.0%+21.2%

Worst drop · 1Y−6.8%−8.5%

Volatility · 1Y11.6%12.9%

6–0measures won
IWD first

59.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IWD, DFAC, IWF

Today

59.8%most shared, IWD and DFAC

IWDDFACIWF

IWD—59.8%18.7%

DFAC59.8%—40.8%

IWF18.7%40.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee