DFAS vs SSCPYTDDFASDFASAvsBSSCPSSCPDimensional - US Small Cap ETF · $33.9BSMART Small Cap ETF · $13MReturns · dividends in+16.7%Year to dateJan 1 → Nov 11[…]+19.5%1 yearTotal return[…]Cost and income0.30%Expense ratio$30 · $79 on $10k · lower wins0.79%1.00%12-mo yield$100 · $0 on $10k0.00%Risk · 1 year
Overlap: DFAS, SSCP, IWFToday1.5%most shared, DFAS and IWFDFASSSCPIWFDFAS—0.5%1.5%SSCP0.5%—0.0%IWF1.5%0.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
DFAS vs SSCP1YADFASDimensional - US Small Cap$11,946vsSSCPBSMART Small Cap[…]MeasureDFASSSCPFee0.30%0.79%Cost on $10k a year$30$79Yield1.00%0.00%5 years, per year+6.7%[…]3 years, per year+17.2%[…]Worst drop · 1Y−9.4%[…]Volatility · 1Y15.9%[…]
All ThreeYTD3 fundsBest YTDLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▼1Y▲▼3Y/yr▲▼5Y/yr▲▼Drop▲▼Assets▲▼1ADFASDimensional - US Small Cap ETFReadDesk0.30%1.00%+0.8%+16.7%+19.5%+17.2%+6.7%−9.4%$33.9B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%+2.3%−1.2%−2.8%+19.8%+9.8%−14.6%$119.2B3BSSCPSMART Small Cap ETFReadDesk0.79%0.00%+1.2%newnewnewnew[…]$13MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All ThreeYTD3 fundsBest YTDLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▼1Y▲▼3Y/yr▲▼5Y/yr▲▼Drop▲▼Assets▲▼1ADFASDimensional - US Small Cap ETFReadDesk0.30%1.00%+0.8%+16.7%+19.5%+17.2%+6.7%−9.4%$33.9B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%+2.3%−1.2%−2.8%+19.8%+9.8%−14.6%$119.2B3BSSCPSMART Small Cap ETFReadDesk0.79%0.00%+1.2%newnewnewnew[…]$13MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+5.1%vsBSSCHGSchwab+5.9%Jan 1Nov 11+5.1%+5.9%+5.1%Year to date+5.9%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
Overlap: DFAS, SSCP, IWFToday1.5%most shared, DFAS and IWFDFASSSCPIWFDFAS—0.5%1.5%SSCP0.5%—0.0%IWF1.5%0.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$70most kept, DFASDFAS$100 − $30 = $70IWF$37 − $18 = $19SSCP$0 − $79 = −$79KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee