DFAS vs ISCG

ADFAS

BISCG

Measures won5–1DFAS wins · of 6 · 1Y

$10,000 · 1Y$11,585DFAS · ISCG $10,911

Lowest cost0.06%ISCG · $6 on $10k

Most income1.03%DFAS · $103 on $10k

Smallest drop−9.4%DFAS · worst fall in 1Y

Held in common49.6%DFAS and ISCG

DFAS

ISCG

Dimensional - US Small Cap ETF · $33.8BiShares Morningstar Small-Cap Growth ETF · $927M

+12.7%Year to dateJan 1 → Nov 6+7.9%

+15.9%1 yearTotal return+9.1%

0.30%Expense ratio$30 · $6 on $10k · lower wins0.06%

1.03%12-mo yield$103 · $67 on $10k0.67%

−9.4%Worst dropSmaller wins−11.4%

15.7%VolatilityLower wins18.5%

5–1DFAS wins

$10,000 · 1 yearOne scale

Shared top holdingsDFAS · ISCG

0.2%EHC0.3%

0.2%AIT0.4%

0.2%MOG-A0.3%

0.2%PNFP0.3%

Held in common49.6%

End-of-day Nov 6, 2026 · $10,000 1 year ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

1Y2 funds

#			Trend
1	ADFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
2	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk		0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$927M

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

Both

1Y2 funds

#			Trend
1	ADFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
2	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk		0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$927M

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

DFAS vs ISCG

DFAS

Dimensional - US Small Cap

$11,585

ISCG

iShares Morningstar Small-Cap Growth

$10,911

MeasureDFASISCG

Fee0.30%0.06%

Cost on $10k a year$30$6

Yield1.03%0.67%

5 years, per year+6.8%+3.6%

3 years, per year+17.3%+18.9%

Worst drop · 1Y−9.4%−11.4%

Volatility · 1Y15.7%18.5%

4–2measures won
DFAS first

49.6%

holdings shared

Nov 6, 2026 · $10,000 one year ago, dividends reinvested

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAS, ISCG

Today

49.6%most shared, DFAS and ISCG

DFASISCG

DFAS—49.6%

ISCG49.6%—

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

Income After Fees on $10,000

$73most kept, DFAS

DFAS$103 − $30 = $73

ISCG$67 − $6 = $61

KeptFee

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