DFAC vs ISCG

ADFAC

BISCG

Measures won5–1DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · ISCG $11,960

Lowest cost0.06%ISCG · $6 on $10k

Most income0.90%DFAC · $90 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common12.1%DFAC and ISCG

DFAC

ISCG

Dimensional - US Core Equity 2 ETF · $85.7BiShares Morningstar Small-Cap Growth ETF · $927M

+21.0%3 years · per year$17,722 · $16,813+18.9%

+10.6%5 years · per year$16,525 · $11,960+3.6%

0.21%Expense ratio$21 · $6 on $10k · lower wins0.06%

0.90%12-mo yield$90 · $67 on $10k0.67%

−8.5%Worst dropSmaller wins−11.4%

12.9%VolatilityLower wins18.5%

5–1DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · ISCG

0.1%U0.6%

0.1%PNFP0.3%

0.1%EXEL0.3%

0.1%EHC0.3%

Held in common12.1%

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

Both

5Y2 funds

#			Trend
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk		0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$927M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk		0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$927M

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

DFAC vs ISCG

DFAC

Dimensional - US Core Equity 2

$16,525

ISCG

iShares Morningstar Small-Cap Growth

$11,960

MeasureDFACISCG

Fee0.21%0.06%

Cost on $10k a year$21$6

Yield0.90%0.67%

5 years, per year+10.6%+3.6%

3 years, per year+21.0%+18.9%

Worst drop · 1Y−8.5%−11.4%

Volatility · 1Y12.9%18.5%

5–1measures won
DFAC first

12.1%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAC, ISCG

Today

12.1%most shared, DFAC and ISCG

DFACISCG

DFAC—12.1%

ISCG12.1%—

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

ISCG$67 − $6 = $61

KeptFee

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