IWD vs DFAT

AIWD

BDFAT

Measures won6–0IWD wins · of 6 · 5Y

$10,000 · 5Y$17,870IWD · DFAT $16,744

Lowest cost0.18%IWD · $18 on $10k

Most income1.33%IWD · $133 on $10k

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

Held in common4.6%IWD and DFAT

IWD

DFAT

iShares Russell 1000 Value ETF · $85.3BDimensional - US Targeted Value ETF · $32.1B

+24.5%3 years · per year$19,285 · $17,261+20.0%

+12.3%5 years · per year$17,870 · $16,744+10.9%

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

1.33%12-mo yield$133 · $131 on $10k1.31%

−6.8%Worst dropSmaller wins−9.6%

11.2%VolatilityLower wins14.3%

6–0IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWD · DFAT

0.1%VTRS0.1%

0.1%PTC0.1%

0.1%SWKS0.4%

0.0%OVV0.8%

Held in common4.6%

End-of-day Nov 4, 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%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$85.3B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$32.1B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

End-of-day Nov 4, 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%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$85.3B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$32.1B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

End-of-day Nov 4, 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

$17,870

DFAT

Dimensional - US Targeted Value

$16,744

MeasureIWDDFAT

Fee0.18%0.31%

Cost on $10k a year$18$31

Yield1.33%1.31%

5 years, per year+12.3%+10.9%

3 years, per year+24.5%+20.0%

Worst drop · 1Y−6.8%−9.6%

Volatility · 1Y11.2%14.3%

5–0measures won
IWD first

4.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: IWD, DFAT, IWF

Today

18.3%most shared, IWD and IWF

IWDDFATIWF

IWD—4.6%18.3%

DFAT4.6%—0.0%

IWF18.3%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

DFAT$131 − $31 = $100

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee