CALF vs DFAS

ACALF

BDFAS

Measures won2–3DFAS wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · DFAS $14,033

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−7.9%CALF · worst fall in 1Y

Held in common11.6%CALF and DFAS

CALF

DFAS

Pacer US Small Cap Cash Cows ETF · $3.8BDimensional - US Small Cap ETF · $33.7B

+13.4%3 years · per year$14,593 · $16,239+17.5%

+7.0%5 years · per year$14,009 · $14,033+7.0%

0.59%Expense ratio$59 · $30 on $10k · lower wins0.30%

1.11%12-mo yield$111 · $100 on $10k1.00%

−7.9%Worst dropSmaller wins−9.4%

16.3%VolatilityLower wins15.9%

2–3DFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCALF · DFAS

1.4%SJM0.2%

1.2%CART0.2%

0.7%BWA0.2%

0.8%MHK0.2%

Held in common11.6%

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	ACALF	Pacer US Small Cap Cash Cows ETFRead Desk	0.59%	1.11%	+1.7%	+30.8%	+36.4%	+13.4%	+7.0%	−7.9%	$3.8B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

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	ACALF	Pacer US Small Cap Cash Cows ETFRead Desk	0.59%	1.11%	+1.7%	+30.8%	+36.4%	+13.4%	+7.0%	−7.9%	$3.8B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

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

CALF vs DFAS

CALF

Pacer US Small Cap Cash Cows

$14,009

DFAS

Dimensional - US Small Cap

$14,033

MeasureCALFDFAS

Fee0.59%0.30%

Cost on $10k a year$59$30

Yield1.11%1.00%

5 years, per year+7.0%+7.0%

3 years, per year+13.4%+17.5%

Worst drop · 1Y−7.9%−9.4%

Volatility · 1Y16.3%15.9%

3–2measures won
DFAS first

11.6%

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: CALF, DFAS, IWF, VO

Today

11.6%most shared, CALF and DFAS

CALFDFASIWFVO

CALF—11.6%0.2%1.6%

DFAS11.6%—1.4%0.1%

IWF0.2%1.4%—9.2%

VO1.6%0.1%9.2%—

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DFAS$100 − $30 = $70

CALF$111 − $59 = $52

IWF$38 − $18 = $20

KeptFee

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