IWN vs DFAS

AIWN

BDFAS

Measures won4–2IWN wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · DFAS $14,758

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common31.1%IWN and DFAS

IWN

DFAS

iShares Russell 2000 Value ETF · $14.3BDimensional - US Small Cap ETF · $35.2B

+22.1%3 years · per year$18,224 · $16,976+19.3%

+8.0%5 years · per year$14,665 · $14,758+8.1%

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

1.49%12-mo yield$149 · $100 on $10k1.00%

−8.5%Worst dropSmaller wins−9.4%

15.6%VolatilityLower wins15.3%

4–2IWN wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWN · DFAS

0.6%UMBF0.2%

0.2%URBN0.2%

0.6%JXN0.2%

0.4%LTH0.2%

Held in common31.1%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
3	AIWN	iShares Russell 2000 Value ETFRead Desk	0.24%	1.49%	+1.7%	+21.9%	+25.4%	+22.1%	+8.0%	−8.5%	$14.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
3	AIWN	iShares Russell 2000 Value ETFRead Desk	0.24%	1.49%	+1.7%	+21.9%	+25.4%	+22.1%	+8.0%	−8.5%	$14.3B

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

IWN vs DFAS

IWN

iShares Russell 2000 Value

$14,665

DFAS

Dimensional - US Small Cap

$14,758

MeasureIWNDFAS

Fee0.24%0.30%

Cost on $10k a year$24$30

Yield1.49%1.00%

5 years, per year+8.0%+8.1%

3 years, per year+22.1%+19.3%

Worst drop · 1Y−8.5%−9.4%

Volatility · 1Y15.6%15.3%

4–2measures won
IWN first

31.1%

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: IWN, DFAS, VTV

Today

31.1%most shared, IWN and DFAS

IWNDFASVTV

IWN—31.1%0.0%

DFAS31.1%—0.1%

VTV0.0%0.1%—

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

IWN$149 − $24 = $125

DFAS$100 − $30 = $70

KeptFee

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