AFSC vs DFAS

AAFSC

BDFAS

Measures won0–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · IJH $14,049

Lowest cost0.05%IJH · $5 on $10k

Most income1.21%IJH · $121 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common3.2%AFSC and DFAS

AFSC

DFAS

abrdn Focused U.S. Small Cap Active ETF · $9MDimensional - US Small Cap ETF · $33.7B

[…]3 years · per year[…] · $16,239+17.5%

[…]5 years · per year[…] · $14,033+7.0%

1.09%Expense ratio$109 · $30 on $10k · lower wins0.30%

0.06%12-mo yield$6 · $100 on $10k1.00%

−11.4%Worst dropSmaller wins−9.4%

19.0%VolatilityLower wins15.9%

0–4DFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAFSC · DFAS

2.7%WTFC0.2%

2.1%EAT0.2%

2.1%SNEX0.1%

1.9%CWST0.1%

Held in common3.2%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$33.7B
4	AAFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk	1.09%	0.06%	+2.7%	+19.7%	+24.6%	new	new	−11.4%	$9M

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

All Four

5Y4 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$33.7B
4	AAFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk	1.09%	0.06%	+2.7%	+19.7%	+24.6%	new	new	−11.4%	$9M

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

AFSC vs DFAS

AFSC

abrdn Focused U.S. Small Cap Active

[…]

DFAS

Dimensional - US Small Cap

$14,033

MeasureAFSCDFAS

Fee1.09%0.30%

Cost on $10k a year$109$30

Yield0.06%1.00%

5 years, per year[…]+7.0%

3 years, per year[…]+17.5%

Worst drop · 1Y−11.4%−9.4%

Volatility · 1Y19.0%15.9%

4–0measures won
DFAS first

3.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

Overlap: AFSC, DFAS, IWF, IJH

Today

40.7%most shared, DFAS and IJH

AFSCDFASIWFIJH

AFSC—3.2%0.0%1.3%

DFAS3.2%—1.4%40.7%

IWF0.0%1.4%—1.8%

IJH1.3%40.7%1.8%—

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFAS$100 − $30 = $70

IWF$38 − $18 = $20

AFSC$6 − $109 = −$103

KeptFee

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