CSB vs DFAS

ACSB

BDFAS

Measures won2–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · DFAS $13,927

Lowest cost0.03%VO · $3 on $10k

Most income3.14%CSB · $314 on $10k

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

Held in common9.2%CSB and DFAS

CSB

DFAS

VictoryShares US Small Cap High Div Volatility Wtd ETF · $251MDimensional - US Small Cap ETF · $33.8B

+15.4%3 years · per year$15,361 · $16,130+17.3%

+5.8%5 years · per year$13,284 · $13,927+6.8%

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

3.14%12-mo yield$314 · $103 on $10k1.03%

−9.5%Worst dropSmaller wins−9.4%

13.0%VolatilityLower wins15.7%

2–4DFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSB · DFAS

1.2%VLY0.2%

1.4%PB0.2%

0.7%LW0.2%

1.4%ADT0.2%

Held in common9.2%

End-of-day Nov 6, 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%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
4	ACSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk	0.39%	3.14%	−0.7%	+15.0%	+18.5%	+15.4%	+5.8%	−9.5%	$251M

End-of-day Nov 6, 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%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
4	ACSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk	0.39%	3.14%	−0.7%	+15.0%	+18.5%	+15.4%	+5.8%	−9.5%	$251M

End-of-day Nov 6, 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

$13,284

DFAS

Dimensional - US Small Cap

$13,927

MeasureCSBDFAS

Fee0.39%0.30%

Cost on $10k a year$39$30

Yield3.14%1.03%

5 years, per year+5.8%+6.8%

3 years, per year+15.4%+17.3%

Worst drop · 1Y−9.5%−9.4%

Volatility · 1Y13.0%15.7%

4–2measures won
DFAS first

9.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: CSB, DFAS, IWF, VO

Today

9.2%most shared, CSB and DFAS

CSBDFASIWFVO

CSB—9.2%0.0%0.0%

DFAS9.2%—1.4%0.1%

IWF0.0%1.4%—9.2%

VO0.0%0.1%9.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$275most kept, CSB

CSB$314 − $39 = $275

VO$139 − $3 = $136

DFAS$103 − $30 = $73

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee