AVUV vs DFAS

AAVUV

BDFAS

Measures won6–0AVUV wins · of 6 · 5Y

$10,000 · 5Y$16,621AVUV · IWF $15,330

Lowest cost0.18%IWF · $18 on $10k

Most income1.26%AVUV · $126 on $10k

Smallest drop−8.2%AVUV · worst fall in 1Y

Held in common26.7%AVUV and DFAS

AVUV

DFAS

Avantis U.S. Small Cap Value ETF · $32.3BDimensional - US Small Cap ETF · $35.2B

+19.5%3 years · per year$17,080 · $16,215+17.5%

+10.7%5 years · per year$16,621 · $13,932+6.9%

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

1.26%12-mo yield$126 · $104 on $10k1.04%

−8.2%Worst dropSmaller wins−9.4%

15.2%VolatilityLower wins15.8%

6–0AVUV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVUV · DFAS

0.6%URBN0.2%

0.2%JXN0.2%

0.2%LTH0.2%

0.5%THG0.2%

Held in common26.7%

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	AAVUV	Avantis U.S. Small Cap Value ETFRead Desk	0.25%	1.26%	−3.2%	+19.4%	+26.5%	+19.5%	+10.7%	−8.2%	$32.3B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B

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	AAVUV	Avantis U.S. Small Cap Value ETFRead Desk	0.25%	1.26%	−3.2%	+19.4%	+26.5%	+19.5%	+10.7%	−8.2%	$32.3B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B

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

AVUV vs DFAS

AVUV

Avantis U.S. Small Cap Value

$16,621

DFAS

Dimensional - US Small Cap

$13,932

MeasureAVUVDFAS

Fee0.25%0.30%

Cost on $10k a year$25$30

Yield1.26%1.04%

5 years, per year+10.7%+6.9%

3 years, per year+19.5%+17.5%

Worst drop · 1Y−8.2%−9.4%

Volatility · 1Y15.2%15.8%

6–0measures won
AVUV first

26.7%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AVUV, DFAS, IWF

Today

26.7%most shared, AVUV and DFAS

AVUVDFASIWF

AVUV—26.7%0.0%

DFAS26.7%—1.4%

IWF0.0%1.4%—

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

Income After Fees on $10,000

$101most kept, AVUV

AVUV$126 − $25 = $101

DFAS$104 − $30 = $74

IWF$39 − $18 = $21

KeptFee

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