CALF vs DFAS

ACALF

BDFAS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,153VUG · CALF $15,160

Lowest cost0.03%VUG · $3 on $10k

Most income1.08%CALF · $108 on $10k

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

Held in common11.7%CALF and DFAS

CALF

DFAS

Pacer US Small Cap Cash Cows ETF · $3.9BDimensional - US Small Cap ETF · $34.7B

+15.9%3 years · per year$15,586 · $16,976+19.3%

+8.7%5 years · per year$15,160 · $14,758+8.1%

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

1.08%12-mo yield$108 · $100 on $10k1.00%

−7.9%Worst dropSmaller wins−9.4%

16.0%VolatilityLower wins15.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCALF · DFAS

1.4%SJM0.2%

1.1%CART0.2%

0.8%BWA0.2%

1.0%BAH0.2%

Held in common11.7%

End-of-day Nov 4, 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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ACALF	Pacer US Small Cap Cash Cows ETFRead Desk	0.59%	1.08%	+2.4%	+34.5%	+38.6%	+15.9%	+8.7%	−7.9%	$3.9B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B

End-of-day Nov 4, 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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ACALF	Pacer US Small Cap Cash Cows ETFRead Desk	0.59%	1.08%	+2.4%	+34.5%	+38.6%	+15.9%	+8.7%	−7.9%	$3.9B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B

End-of-day Nov 4, 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

$15,160

DFAS

Dimensional - US Small Cap

$14,758

MeasureCALFDFAS

Fee0.59%0.30%

Cost on $10k a year$59$30

Yield1.08%1.00%

5 years, per year+8.7%+8.1%

3 years, per year+15.9%+19.3%

Worst drop · 1Y−7.9%−9.4%

Volatility · 1Y16.0%15.3%

3–3measures won
level

11.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: CALF, DFAS, VUG

Today

11.7%most shared, CALF and DFAS

CALFDFASVUG

CALF—11.7%0.0%

DFAS11.7%—0.0%

VUG0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

CALF$108 − $59 = $49

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee