IWD vs DFAT

AIWD

BDFAT

Measures won6–0IWD wins · of 6 · 5Y

$10,000 · 5Y$17,178IWD · DFAT $16,134

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 common4.5%IWD and DFAT

IWD

DFAT

iShares Russell 1000 Value ETF · $83.2BDimensional - US Targeted Value ETF · $31.7B

+23.8%3 years · per year$18,980 · $17,168+19.7%

+11.4%5 years · per year$17,178 · $16,134+10.0%

0.18%Expense ratio$18 · $31 on $10k · lower wins0.31%

1.37%12-mo yield$137 · $133 on $10k1.33%

−6.8%Worst dropSmaller wins−9.6%

11.0%VolatilityLower wins14.3%

6–0IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWD · DFAT

0.1%VTRS0.1%

0.1%PTC0.1%

0.1%OVV0.8%

0.1%SWKS0.4%

Held in common4.5%

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	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−0.3%	+24.2%	+28.4%	+23.8%	+11.4%	−6.8%	$83.2B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.33%	−0.7%	+19.1%	+25.0%	+19.7%	+10.0%	−9.6%	$31.7B

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	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−0.3%	+24.2%	+28.4%	+23.8%	+11.4%	−6.8%	$83.2B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.33%	−0.7%	+19.1%	+25.0%	+19.7%	+10.0%	−9.6%	$31.7B

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

IWD vs DFAT

IWD

iShares Russell 1000 Value

$17,178

DFAT

Dimensional - US Targeted Value

$16,134

MeasureIWDDFAT

Fee0.18%0.31%

Cost on $10k a year$18$31

Yield1.37%1.33%

5 years, per year+11.4%+10.0%

3 years, per year+23.8%+19.7%

Worst drop · 1Y−6.8%−9.6%

Volatility · 1Y11.0%14.3%

6–0measures won
IWD first

4.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

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

Overlap: IWD, DFAT

Today

4.5%most shared, IWD and DFAT

IWDDFAT

IWD—4.5%

DFAT4.5%—

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

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

DFAT$133 − $31 = $102

KeptFee

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