IWL vs DFAC

AIWL

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,480IWL · VOO $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 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 · $2.1BDimensional - US Core Equity 2 ETF · $85.6B

+22.2%3 years · per year$18,257 · $17,722+21.0%

+11.8%5 years · per year$17,480 · $16,525+10.6%

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

0.88%12-mo yield$88 · $90 on $10k0.90%

−9.8%Worst dropSmaller wins−8.5%

14.1%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWL · DFAC

9.1%AAPL5.9%

7.3%MSFT5.0%

7.8%NVDA4.8%

4.6%AMZN2.7%

Held in common57.6%

End-of-day Nov 6, 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	AIWL	iShares Russell Top 200 ETFRead Desk	0.15%	0.88%	+0.4%	+7.4%	+8.2%	+22.2%	+11.8%	−9.8%	$2.1B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIWL	iShares Russell Top 200 ETFRead Desk	0.15%	0.88%	+0.4%	+7.4%	+8.2%	+22.2%	+11.8%	−9.8%	$2.1B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B

End-of-day Nov 6, 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

$17,480

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureIWLDFAC

Fee0.15%0.21%

Cost on $10k a year$15$21

Yield0.88%0.90%

5 years, per year+11.8%+10.6%

3 years, per year+22.2%+21.0%

Worst drop · 1Y−9.8%−8.5%

Volatility · 1Y14.1%12.9%

3–2measures won
IWL first

57.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: IWL, DFAC, VOO

Today

83.5%most shared, IWL and VOO

IWLDFACVOO

IWL—57.6%83.5%

DFAC57.6%—67.3%

VOO83.5%67.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

IWL$88 − $15 = $73

DFAC$90 − $21 = $69

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee