VTV vs IWF

AVTV

BIWF

Measures won6–0VTV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · DFAC $16,820

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common11.8%VTV and IWF

VTV

IWF

Vanguard Morningstar Value ETF · $184BiShares Russell 1000 Growth ETF · $118B

+21.0%3 years · per year$17,700 · $17,207+19.8%

+12.3%5 years · per year$17,865 · $15,892+9.7%

0.03%Expense ratio$3 · $18 on $10k · lower wins0.18%

1.83%12-mo yield$183 · $38 on $10k0.38%

−6.4%Worst dropSmaller wins−14.6%

10.8%VolatilityLower wins19.5%

6–0VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVTV · IWF

4.6%MU2.6%

1.4%CAT0.8%

1.1%HD0.8%

0.6%GE1.1%

Held in common11.8%

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	AVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	DFAC	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
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B

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	AVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	DFAC	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
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B

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

VTV vs IWF

VTV

Vanguard Morningstar Value

$17,865

IWF

iShares Russell 1000 Growth

$15,892

MeasureVTVIWF

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield1.83%0.38%

5 years, per year+12.3%+9.7%

3 years, per year+21.0%+19.8%

Worst drop · 1Y−6.4%−14.6%

Volatility · 1Y10.8%19.5%

6–0measures won
VTV first

11.8%

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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

Overlap: VTV, IWF, DFAC

Today

40.3%most shared, IWF and DFAC

VTVIWFDFAC

VTV—11.8%37.8%

IWF11.8%—40.3%

DFAC37.8%40.3%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

KeptFee

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