IWD vs DFUV

AIWD

BDFUV

Measures won4–1IWD wins · of 6 · 5Y

$10,000 · 5Y$17,870IWD

Lowest cost0.18%IWD · $18 on $10k

Most income1.33%IWD · $133 on $10k

Smallest drop−6.0%DFUV · worst fall in 1Y

Held in common57.0%IWD and DFUV

IWD

DFUV

iShares Russell 1000 Value ETF · $85.3BDimensional - US Marketwide Value ETF · $16.0B

+24.5%3 years · per year$19,285 · $18,705+23.2%

+12.3%5 years · per year$17,870 · […][…]

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

1.33%12-mo yield$133 · $128 on $10k1.28%

−6.8%Worst dropSmaller wins−6.0%

11.2%VolatilityLower wins11.3%

4–1IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWD · DFUV

5.9%AMZN4.5%

2.7%BRK-B3.0%

2.4%JPM4.2%

1.9%XOM3.9%

Held in common57.0%

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

Both

5Y2 funds

#			Trend
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	BDFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.28%	+1.3%	+24.4%	+30.3%	+23.2%	new	−6.0%	$16.0B

End-of-day Nov 4, 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%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$85.3B
2	BDFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.28%	+1.3%	+24.4%	+30.3%	+23.2%	new	−6.0%	$16.0B

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 DFUV

IWD

iShares Russell 1000 Value

$17,870

DFUV

Dimensional - US Marketwide Value

[…]

MeasureIWDDFUV

Fee0.18%0.21%

Cost on $10k a year$18$21

Yield1.33%1.28%

5 years, per year+12.3%[…]

3 years, per year+24.5%+23.2%

Worst drop · 1Y−6.8%−6.0%

Volatility · 1Y11.2%11.3%

3–1measures won
IWD first

57.0%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IWD, DFUV

Today

57.0%most shared, IWD and DFUV

IWDDFUV

IWD—57.0%

DFUV57.0%—

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

DFUV$128 − $21 = $107

KeptFee

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