AFSC vs DFAS

AAFSC

BDFAS

Measures won0–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · IWF $16,559

Lowest cost0.03%VUG · $3 on $10k

Most income1.00%DFAS · $100 on $10k

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

Held in common3.2%AFSC and DFAS

AFSC

DFAS

abrdn Focused U.S. Small Cap Active ETF · $11MDimensional - US Small Cap ETF · $35.2B

[…]3 years · per year[…] · $16,976+19.3%

[…]5 years · per year[…] · $14,758+8.1%

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

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

−10.3%Worst dropSmaller wins−9.4%

18.4%VolatilityLower wins15.3%

0–4DFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAFSC · DFAS

2.6%WTFC0.2%

2.0%EAT0.2%

2.1%SNEX0.1%

2.6%ABCB0.1%

Held in common3.2%

End-of-day Nov 4, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
4	AAFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk	1.09%	0.06%	+1.1%	+22.3%	+25.7%	new	new	−10.3%	$11M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
4	AAFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk	1.09%	0.06%	+1.1%	+22.3%	+25.7%	new	new	−10.3%	$11M

End-of-day Nov 4, 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

$14,758

MeasureAFSCDFAS

Fee1.09%0.30%

Cost on $10k a year$109$30

Yield0.06%1.00%

5 years, per year[…]+8.1%

3 years, per year[…]+19.3%

Worst drop · 1Y−10.3%−9.4%

Volatility · 1Y18.4%15.3%

4–0measures won
DFAS first

3.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: AFSC, DFAS, IWF, VUG

Today

77.4%most shared, IWF and VUG

AFSCDFASIWFVUG

AFSC—3.2%0.0%0.0%

DFAS3.2%—1.4%0.0%

IWF0.0%1.4%—77.4%

VUG0.0%0.0%77.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

VUG$40 − $3 = $37

IWF$37 − $18 = $19

AFSC$6 − $109 = −$103

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee