IWV vs DFAC

AIWV

BDFAC

Measures won2–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · IWV $16,641

Lowest cost0.03%VUG · $3 on $10k

Most income0.88%IWV · $88 on $10k

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

Held in common74.6%IWV and DFAC

IWV

DFAC

iShares Russell 3000 ETF · $20.4BDimensional - US Core Equity 2 ETF · $87.7B

+21.6%3 years · per year$17,991 · $17,787+21.2%

+10.7%5 years · per year$16,641 · $16,820+11.0%

0.20%Expense ratio$20 · $21 on $10k · lower wins0.21%

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

−8.9%Worst dropSmaller wins−8.5%

13.8%VolatilityLower wins13.1%

2–3DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWV · DFAC

7.0%AAPL5.9%

5.6%MSFT5.0%

6.1%NVDA4.9%

3.6%AMZN2.7%

Held in common74.6%

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

All Three

5Y3 funds

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	AIWV	iShares Russell 3000 ETFRead Desk	0.20%	0.88%	+2.4%	+11.4%	+13.6%	+21.6%	+10.7%	−8.9%	$20.4B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

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

All Three

5Y3 funds

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	AIWV	iShares Russell 3000 ETFRead Desk	0.20%	0.88%	+2.4%	+11.4%	+13.6%	+21.6%	+10.7%	−8.9%	$20.4B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

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

IWV vs DFAC

IWV

iShares Russell 3000

$16,641

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureIWVDFAC

Fee0.20%0.21%

Cost on $10k a year$20$21

Yield0.88%0.88%

5 years, per year+10.7%+11.0%

3 years, per year+21.6%+21.2%

Worst drop · 1Y−8.9%−8.5%

Volatility · 1Y13.8%13.1%

3–2measures won
DFAC first

74.6%

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$61.4B

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%

$122BAssets$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: IWV, DFAC, VUG

Today

74.6%most shared, IWV and DFAC

IWVDFACVUG

IWV—74.6%49.7%

DFAC74.6%—35.8%

VUG49.7%35.8%—

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

Income After Fees on $10,000

$68most kept, IWV

IWV$88 − $20 = $68

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

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