ISCG vs DFAS

AISCG

BDFAS

Measures won1–5DFAS wins · of 6 · YTD

$10,000 · YTD$11,270DFAS · ISCG $10,790

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%ISCG and DFAS

YTD

ISCG

DFAS

iShares Morningstar Small-Cap Growth ETF · $934MDimensional - US Small Cap ETF · $33.7B

+7.9%Year to dateJan 1 → Nov 6+12.7%

+9.1%1 yearTotal return+15.9%

0.06%Expense ratio$6 · $30 on $10k · lower wins0.30%

0.67%12-mo yield$67 · $103 on $10k1.03%

−11.4%Worst dropSmaller wins−9.4%

18.5%VolatilityLower wins15.7%

1–5DFAS wins

$10,000 · since Jan 1One scale

Shared top holdingsISCG · DFAS

0.3%EHC0.2%

0.4%AIT0.2%

0.3%MOG-A0.2%

0.3%PNFP0.2%

Held in common49.6%

End-of-day Nov 6, 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	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
2	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk		0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$934M

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

Both

YTD2 funds

#			Trend
1	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
2	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk		0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$934M

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

ISCG vs DFAS

ISCG

iShares Morningstar Small-Cap Growth

$10,911

DFAS

Dimensional - US Small Cap

$11,585

MeasureISCGDFAS

Fee0.06%0.30%

Cost on $10k a year$6$30

Yield0.67%1.03%

5 years, per year+3.6%+6.8%

3 years, per year+18.9%+17.3%

Worst drop · 1Y−11.4%−9.4%

Volatility · 1Y18.5%15.7%

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: ISCG, DFAS

Today

49.6%most shared, ISCG and DFAS

ISCGDFAS

ISCG—49.6%

DFAS49.6%—

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