AIMS vs DFAS

AAIMS

BDFAS

Measures won0–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · DFAS $13,932

Lowest cost0.18%IWF · $18 on $10k

Most income1.04%DFAS · $104 on $10k

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

Held in common8.4%AIMS and DFAS

AIMS

DFAS

Acuitas Small Cap Active ETF · $85MDimensional - US Small Cap ETF · $33.8B

[…]3 years · per year[…] · $16,215+17.5%

[…]5 years · per year[…] · $13,932+6.9%

0.75%Expense ratio$75 · $30 on $10k · lower wins0.30%

0.00%12-mo yield$0 · $104 on $10k1.04%

[…]Worst dropSmaller wins−9.4%

[…]VolatilityLower wins15.8%

0–2DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAIMS · DFAS

0.7%IDCC0.2%

0.6%OZK0.1%

0.6%SNEX0.1%

0.3%UGI0.1%

Held in common8.4%

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
3	AAIMS	Acuitas Small Cap Active ETFRead Desk	0.75%	0.00%	−4.2%	new	new	new	new	[…]	$85M

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
3	AAIMS	Acuitas Small Cap Active ETFRead Desk	0.75%	0.00%	−4.2%	new	new	new	new	[…]	$85M

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

Cards for this view

AIMS vs DFAS

AIMS

Acuitas Small Cap Active

[…]

DFAS

Dimensional - US Small Cap

$13,932

MeasureAIMSDFAS

Fee0.75%0.30%

Cost on $10k a year$75$30

Yield0.00%1.04%

5 years, per year[…]+6.9%

3 years, per year[…]+17.5%

Worst drop · 1Y[…]−9.4%

Volatility · 1Y[…]15.8%

2–0measures won
DFAS first

8.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AIMS, DFAS, IWF

Today

8.4%most shared, AIMS and DFAS

AIMSDFASIWF

AIMS—8.4%0.1%

DFAS8.4%—1.4%

IWF0.1%1.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$74most kept, DFAS

DFAS$104 − $30 = $74

IWF$39 − $18 = $21

AIMS$0 − $75 = −$75

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee