BBSC vs DFAS

ABBSC

BDFAS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,330IWF · DFAS $13,932

Lowest cost0.09%BBSC · $9 on $10k

Most income1.09%BBSC · $109 on $10k

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

Held in common43.5%BBSC and DFAS

BBSC

DFAS

JPMorgan BetaBuilders U.S. Small Cap Equity ETF · $729MDimensional - US Small Cap ETF · $35.2B

+20.9%3 years · per year$17,653 · $16,215+17.5%

+5.8%5 years · per year$13,283 · $13,932+6.9%

0.09%Expense ratio$9 · $30 on $10k · lower wins0.30%

1.09%12-mo yield$109 · $104 on $10k1.04%

−10.6%Worst dropSmaller wins−9.4%

18.2%VolatilityLower wins15.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBBSC · DFAS

0.4%MOG-A0.2%

0.4%EAT0.2%

0.3%KRYS0.2%

0.3%VSXY0.2%

Held in common43.5%

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%	$120.5B
2	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
3	ABBSC	JPMorgan BetaBuilders U.S. Small Cap Equity ETFRead Desk	0.09%	1.09%	−4.5%	+13.6%	+15.1%	+20.9%	+5.8%	−10.6%	$729M

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%	$120.5B
2	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
3	ABBSC	JPMorgan BetaBuilders U.S. Small Cap Equity ETFRead Desk	0.09%	1.09%	−4.5%	+13.6%	+15.1%	+20.9%	+5.8%	−10.6%	$729M

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

BBSC vs DFAS

BBSC

JPMorgan BetaBuilders U.S. Small Cap Equity

$13,283

DFAS

Dimensional - US Small Cap

$13,932

MeasureBBSCDFAS

Fee0.09%0.30%

Cost on $10k a year$9$30

Yield1.09%1.04%

5 years, per year+5.8%+6.9%

3 years, per year+20.9%+17.5%

Worst drop · 1Y−10.6%−9.4%

Volatility · 1Y18.2%15.8%

3–3measures won
level

43.5%

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: BBSC, DFAS, IWF

Today

43.5%most shared, BBSC and DFAS

BBSCDFASIWF

BBSC—43.5%0.4%

DFAS43.5%—1.4%

IWF0.4%1.4%—

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

Income After Fees on $10,000

$100most kept, BBSC

BBSC$109 − $9 = $100

DFAS$104 − $30 = $74

IWF$39 − $18 = $21

KeptFee

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