IWL vs DFAC

AIWL

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,456IWL · DFAC $17,417

Lowest cost0.15%IWL · $15 on $10k

Most income0.87%DFAC · $87 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common57.6%IWL and DFAC

IWL

DFAC

iShares Russell Top 200 ETF · $2.2BDimensional - US Core Equity 2 ETF · $89.2B

+24.7%3 years · per year$19,390 · $18,682+23.2%

+13.0%5 years · per year$18,456 · $17,417+11.7%

0.15%Expense ratio$15 · $21 on $10k · lower wins0.21%

0.84%12-mo yield$84 · $87 on $10k0.87%

−9.8%Worst dropSmaller wins−8.5%

13.4%VolatilityLower wins12.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIWL · DFAC

8.6%AAPL5.6%

8.6%NVDA5.3%

6.9%MSFT4.8%

4.3%AMZN2.6%

Held in common57.6%

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

Both

5Y2 funds

#			Trend
1	AIWL	iShares Russell Top 200 ETFRead Desk		0.15%	0.84%	+1.7%	+12.0%	+11.8%	+24.7%	+13.0%	−9.8%	$2.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B

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	AIWL	iShares Russell Top 200 ETFRead Desk		0.15%	0.84%	+1.7%	+12.0%	+11.8%	+24.7%	+13.0%	−9.8%	$2.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B

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

IWL vs DFAC

IWL

iShares Russell Top 200

$18,456

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureIWLDFAC

Fee0.15%0.21%

Cost on $10k a year$15$21

Yield0.84%0.87%

5 years, per year+13.0%+11.7%

3 years, per year+24.7%+23.2%

Worst drop · 1Y−9.8%−8.5%

Volatility · 1Y13.4%12.3%

3–3measures won
level

57.6%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IWL, DFAC

Today

57.6%most shared, IWL and DFAC

IWLDFAC

IWL—57.6%

DFAC57.6%—

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

Income After Fees on $10,000

$69most kept, IWL

IWL$84 − $15 = $69

DFAC$87 − $21 = $66

KeptFee

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