IWF vs DFUS

AIWF

BDFUS

Measures won0–6DFUS wins · of 6 · 5Y

$10,000 · 5Y$17,273DFUS · IWF $15,892

Lowest cost0.09%DFUS · $9 on $10k

Most income0.88%DFUS · $88 on $10k

Smallest drop−9.0%DFUS · worst fall in 1Y

Held in common53.5%IWF and DFUS

IWF

DFUS

iShares Russell 1000 Growth ETF · $115BDimensional U.S. Equity ETF · $20.9B

+19.8%3 years · per year$17,207 · $18,179+22.0%

+9.7%5 years · per year$15,892 · $17,273+11.6%

0.18%Expense ratio$18 · $9 on $10k · lower wins0.09%

0.38%12-mo yield$38 · $88 on $10k0.88%

−14.6%Worst dropSmaller wins−9.0%

19.5%VolatilityLower wins14.1%

0–6DFUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWF · DFUS

8.8%AAPL7.0%

14.3%NVDA6.2%

6.5%MSFT5.6%

5.5%GOOGL2.4%

Held in common53.5%

End-of-day Nov 9, 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	BDFUS	Dimensional U.S. Equity ETFRead Desk		0.09%	0.88%	+2.6%	+11.6%	+13.9%	+22.0%	+11.6%	−9.0%	$20.9B
2	AIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BDFUS	Dimensional U.S. Equity ETFRead Desk		0.09%	0.88%	+2.6%	+11.6%	+13.9%	+22.0%	+11.6%	−9.0%	$20.9B
2	AIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWF vs DFUS

IWF

iShares Russell 1000 Growth

$15,892

DFUS

Dimensional U.S. Equity

$17,273

MeasureIWFDFUS

Fee0.18%0.09%

Cost on $10k a year$18$9

Yield0.38%0.88%

5 years, per year+9.7%+11.6%

3 years, per year+19.8%+22.0%

Worst drop · 1Y−14.6%−9.0%

Volatility · 1Y19.5%14.1%

6–0measures won
DFUS first

53.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IWF, DFUS

Today

53.5%most shared, IWF and DFUS

IWFDFUS

IWF—53.5%

DFUS53.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$79most kept, DFUS

DFUS$88 − $9 = $79

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee