DFAC vs ISCG

ADFAC

BISCG

Measures won5–1DFAC wins · of 6 · YTD

$10,000 · YTD$11,412DFAC · ISCG $11,176

Lowest cost0.06%ISCG · $6 on $10k

Most income0.88%DFAC · $88 on $10k

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

Held in common12.1%DFAC and ISCG

YTD

DFAC

ISCG

Dimensional - US Core Equity 2 ETF · $87.7BiShares Morningstar Small-Cap Growth ETF · $967M

+14.1%Year to dateJan 1 → Nov 9+11.8%

+17.7%1 yearTotal return+14.9%

0.21%Expense ratio$21 · $6 on $10k · lower wins0.06%

0.88%12-mo yield$88 · $65 on $10k0.65%

−8.5%Worst dropSmaller wins−11.4%

13.1%VolatilityLower wins18.8%

5–1DFAC wins

$10,000 · since Jan 1One scale

Shared top holdingsDFAC · ISCG

0.1%U0.6%

0.1%EXEL0.3%

0.1%PNFP0.3%

0.1%RVTY0.2%

Held in common12.1%

End-of-day Nov 9, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

YTD2 funds

#			Trend
1	ADFAC	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	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk		0.06%	0.65%	+3.6%	+11.8%	+14.9%	+19.6%	+3.9%	−11.4%	$967M

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

Both

YTD2 funds

#			Trend
1	ADFAC	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	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk		0.06%	0.65%	+3.6%	+11.8%	+14.9%	+19.6%	+3.9%	−11.4%	$967M

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

DFAC vs ISCG

DFAC

Dimensional - US Core Equity 2

$11,771

ISCG

iShares Morningstar Small-Cap Growth

$11,488

MeasureDFACISCG

Fee0.21%0.06%

Cost on $10k a year$21$6

Yield0.88%0.65%

5 years, per year+11.0%+3.9%

3 years, per year+21.2%+19.6%

Worst drop · 1Y−8.5%−11.4%

Volatility · 1Y13.1%18.8%

5–1measures won
DFAC first

12.1%

holdings shared

Nov 9, 2026 · $10,000 one year ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: DFAC, ISCG

Today

12.1%most shared, DFAC and ISCG

DFACISCG

DFAC—12.1%

ISCG12.1%—

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

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

ISCG$65 − $6 = $59

KeptFee

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