IWN vs DFAS

AIWN

BDFAS

Measures won4–2IWN wins · of 6 · 5Y

$10,000 · 5Y$14,320DFAS · IWN $14,129

Lowest cost0.24%IWN · $24 on $10k

Most income1.51%IWN · $151 on $10k

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

Held in common31.3%IWN and DFAS

IWN

DFAS

iShares Russell 2000 Value ETF · $14.1BDimensional - US Small Cap ETF · $34.7B

+21.8%3 years · per year$18,050 · $16,881+19.1%

+7.2%5 years · per year$14,129 · $14,320+7.4%

0.24%Expense ratio$24 · $30 on $10k · lower wins0.30%

1.51%12-mo yield$151 · $101 on $10k1.01%

−8.5%Worst dropSmaller wins−9.4%

15.5%VolatilityLower wins15.3%

4–2IWN wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWN · DFAS

0.6%UMBF0.2%

0.2%URBN0.2%

0.6%JXN0.2%

0.4%LTH0.2%

Held in common31.3%

End-of-day Nov 3, 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	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.01%	−0.3%	+15.7%	+19.0%	+19.1%	+7.4%	−9.4%	$34.7B
2	AIWN	iShares Russell 2000 Value ETFRead Desk		0.24%	1.51%	−0.4%	+19.9%	+23.3%	+21.8%	+7.2%	−8.5%	$14.1B

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

Both

5Y2 funds

#			Trend
1	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.01%	−0.3%	+15.7%	+19.0%	+19.1%	+7.4%	−9.4%	$34.7B
2	AIWN	iShares Russell 2000 Value ETFRead Desk		0.24%	1.51%	−0.4%	+19.9%	+23.3%	+21.8%	+7.2%	−8.5%	$14.1B

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

Cards for this view

IWN vs DFAS

IWN

iShares Russell 2000 Value

$14,129

DFAS

Dimensional - US Small Cap

$14,320

MeasureIWNDFAS

Fee0.24%0.30%

Cost on $10k a year$24$30

Yield1.51%1.01%

5 years, per year+7.2%+7.4%

3 years, per year+21.8%+19.1%

Worst drop · 1Y−8.5%−9.4%

Volatility · 1Y15.5%15.3%

4–2measures won
IWN first

31.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IWN, DFAS

Today

31.3%most shared, IWN and DFAS

IWNDFAS

IWN—31.3%

DFAS31.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$127most kept, IWN

IWN$151 − $24 = $127

DFAS$101 − $30 = $71

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee