DFAS vs IWM

ADFAS

BIWM

Measures won5–1DFAS wins · of 6 · YTD

$10,000 · YTD$11,565DFAS · IWM $11,443

Lowest cost0.19%IWM · $19 on $10k

Most income1.01%DFAS · $101 on $10k

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

Held in common50.2%DFAS and IWM

YTD

DFAS

IWM

Dimensional - US Small Cap ETF · $34.7BiShares Russell 2000 ETF · $75.8B

+15.7%Year to dateJan 1 → Nov 3+14.4%

+19.0%1 yearTotal return+14.8%

0.30%Expense ratio$30 · $19 on $10k · lower wins0.19%

1.01%12-mo yield$101 · $98 on $10k0.98%

−9.4%Worst dropSmaller wins−11.1%

15.3%VolatilityLower wins18.1%

5–1DFAS wins

$10,000 · since Jan 1One scale

Shared top holdingsDFAS · IWM

0.3%MOG-A0.3%

0.2%UMBF0.3%

0.2%IDCC0.3%

0.2%EAT0.3%

Held in common50.2%

End-of-day Nov 3, 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	ADFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.01%	−0.3%	+15.7%	+19.0%	+19.1%	+7.4%	−9.4%	$34.7B
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.98%	+0.2%	+14.4%	+14.8%	+21.3%	+5.5%	−11.1%	$75.8B

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

Both

YTD2 funds

#			Trend
1	ADFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.01%	−0.3%	+15.7%	+19.0%	+19.1%	+7.4%	−9.4%	$34.7B
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.98%	+0.2%	+14.4%	+14.8%	+21.3%	+5.5%	−11.1%	$75.8B

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

Cards for this view

DFAS vs IWM

DFAS

Dimensional - US Small Cap

$11,899

IWM

iShares Russell 2000

$11,478

MeasureDFASIWM

Fee0.30%0.19%

Cost on $10k a year$30$19

Yield1.01%0.98%

5 years, per year+7.4%+5.5%

3 years, per year+19.1%+21.3%

Worst drop · 1Y−9.4%−11.1%

Volatility · 1Y15.3%18.1%

3–2measures won
DFAS first

50.2%

holdings shared

Nov 3, 2026 · $10,000 one year ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: DFAS, IWM

Today

50.2%most shared, DFAS and IWM

DFASIWM

DFAS—50.2%

IWM50.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$79most kept, IWM

IWM$98 − $19 = $79

DFAS$101 − $30 = $71

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee