AVSC vs DFAS

AAVSC

BDFAS

Measures won3–2AVSC wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · DFAS $14,033

Lowest cost0.06%IJR · $6 on $10k

Most income1.21%IJR · $121 on $10k

Smallest drop−8.1%AVSC · worst fall in 1Y

Held in common42.1%AVSC and DFAS

AVSC

DFAS

Avantis U.S. Small Cap Equity ETF · $3.2BDimensional - US Small Cap ETF · $33.7B

+20.1%3 years · per year$17,317 · $16,239+17.5%

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

0.25%Expense ratio$25 · $30 on $10k · lower wins0.30%

0.97%12-mo yield$97 · $100 on $10k1.00%

−8.1%Worst dropSmaller wins−9.4%

16.2%VolatilityLower wins15.9%

3–2AVSC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAVSC · DFAS

0.2%VCTR0.2%

0.3%ANF0.2%

0.2%ADT0.2%

0.2%CROX0.2%

Held in common42.1%

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	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
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B
4	AAVSC	Avantis U.S. Small Cap Equity ETFRead Desk	0.25%	0.97%	+2.7%	+23.5%	+29.3%	+20.1%	new	−8.1%	$3.2B

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	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
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B
4	AAVSC	Avantis U.S. Small Cap Equity ETFRead Desk	0.25%	0.97%	+2.7%	+23.5%	+29.3%	+20.1%	new	−8.1%	$3.2B

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

AVSC vs DFAS

AVSC

Avantis U.S. Small Cap Equity

[…]

DFAS

Dimensional - US Small Cap

$14,033

MeasureAVSCDFAS

Fee0.25%0.30%

Cost on $10k a year$25$30

Yield0.97%1.00%

5 years, per year[…]+7.0%

3 years, per year+20.1%+17.5%

Worst drop · 1Y−8.1%−9.4%

Volatility · 1Y16.2%15.9%

3–1measures won
AVSC first

42.1%

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: AVSC, DFAS, IJR, IWF

Today

51.2%most shared, AVSC and IJR

AVSCDFASIJRIWF

AVSC—42.1%51.2%0.1%

DFAS42.1%—34.5%1.4%

IJR51.2%34.5%—0.1%

IWF0.1%1.4%0.1%—

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

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

AVSC$97 − $25 = $72

DFAS$100 − $30 = $70

IWF$38 − $18 = $20

KeptFee

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