CSB vs DFAS

ACSB

BDFAS

Measures won2–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · DFAS $14,033

Lowest cost0.06%IJR · $6 on $10k

Most income3.08%CSB · $308 on $10k

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

Held in common9.2%CSB and DFAS

CSB

DFAS

VictoryShares US Small Cap High Div Volatility Wtd ETF · $244MDimensional - US Small Cap ETF · $34.7B

+15.1%3 years · per year$15,235 · $16,239+17.5%

+5.7%5 years · per year$13,187 · $14,033+7.0%

0.39%Expense ratio$39 · $30 on $10k · lower wins0.30%

3.08%12-mo yield$308 · $100 on $10k1.00%

−9.5%Worst dropSmaller wins−9.4%

13.0%VolatilityLower wins15.9%

2–4DFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSB · DFAS

1.3%VLY0.2%

1.4%PB0.2%

0.7%LW0.2%

1.4%ADT0.2%

Held in common9.2%

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%	$118.1B
2	BDFAS	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	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B
4	ACSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk	0.39%	3.08%	+1.7%	+17.4%	+21.7%	+15.1%	+5.7%	−9.5%	$244M

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%	$118.1B
2	BDFAS	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	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B
4	ACSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk	0.39%	3.08%	+1.7%	+17.4%	+21.7%	+15.1%	+5.7%	−9.5%	$244M

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

CSB vs DFAS

CSB

VictoryShares US Small Cap High Div Volatility Wtd

$13,187

DFAS

Dimensional - US Small Cap

$14,033

MeasureCSBDFAS

Fee0.39%0.30%

Cost on $10k a year$39$30

Yield3.08%1.00%

5 years, per year+5.7%+7.0%

3 years, per year+15.1%+17.5%

Worst drop · 1Y−9.5%−9.4%

Volatility · 1Y13.0%15.9%

4–2measures won
DFAS first

9.2%

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: CSB, DFAS, IWF, IJR

Today

34.5%most shared, DFAS and IJR

CSBDFASIWFIJR

CSB—9.2%0.0%10.4%

DFAS9.2%—1.4%34.5%

IWF0.0%1.4%—0.1%

IJR10.4%34.5%0.1%—

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

Income After Fees on $10,000

$269most kept, CSB

CSB$308 − $39 = $269

IJR$121 − $6 = $115

DFAS$100 − $30 = $70

IWF$38 − $18 = $20

KeptFee

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