DFAS vs AVSC

ADFAS

BAVSC

Measures won2–3AVSC wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · DFAS $14,033

Lowest cost0.03%VUG · $3 on $10k

Most income1.00%DFAS · $100 on $10k

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

Held in common42.1%DFAS and AVSC

DFAS

AVSC

Dimensional - US Small Cap ETF · $34.7BAvantis U.S. Small Cap Equity ETF · $3.2B

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

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

0.30%Expense ratio$30 · $25 on $10k · lower wins0.25%

1.00%12-mo yield$100 · $97 on $10k0.97%

−9.4%Worst dropSmaller wins−8.1%

15.9%VolatilityLower wins16.2%

2–3AVSC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · AVSC

0.2%VCTR0.2%

0.2%ANF0.3%

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 Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
3	BAVSC	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 Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
3	BAVSC	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

DFAS vs AVSC

DFAS

Dimensional - US Small Cap

$14,033

AVSC

Avantis U.S. Small Cap Equity

[…]

MeasureDFASAVSC

Fee0.30%0.25%

Cost on $10k a year$30$25

Yield1.00%0.97%

5 years, per year+7.0%[…]

3 years, per year+17.5%+20.1%

Worst drop · 1Y−9.4%−8.1%

Volatility · 1Y15.9%16.2%

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$61.4B

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%

$122BAssets$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, VUG

Today

42.1%most shared, AVSC and DFAS

AVSCDFASVUG

AVSC—42.1%0.0%

DFAS42.1%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$72most kept, AVSC

AVSC$97 − $25 = $72

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

KeptFee

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