DFAC vs ISCG

ADFAC

BISCG

Measures won5–1DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · DFAC $16,820

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common12.1%DFAC and ISCG

DFAC

ISCG

Dimensional - US Core Equity 2 ETF · $85.6BiShares Morningstar Small-Cap Growth ETF · $934M

+21.2%3 years · per year$17,787 · $17,100+19.6%

+11.0%5 years · per year$16,820 · $12,106+3.9%

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

0.88%12-mo yield$88 · $65 on $10k0.65%

−8.5%Worst dropSmaller wins−11.4%

13.1%VolatilityLower wins18.8%

5–1DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · ISCG

0.1%U0.6%

0.1%EXEL0.3%

0.1%PNFP0.3%

0.1%RVTY0.2%

Held in common12.1%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
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%	$103.8B
4	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+3.6%	+11.8%	+14.9%	+19.6%	+3.9%	−11.4%	$934M

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
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%	$103.8B
4	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+3.6%	+11.8%	+14.9%	+19.6%	+3.9%	−11.4%	$934M

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

DFAC vs ISCG

DFAC

Dimensional - US Core Equity 2

$16,820

ISCG

iShares Morningstar Small-Cap Growth

$12,106

MeasureDFACISCG

Fee0.21%0.06%

Cost on $10k a year$21$6

Yield0.88%0.65%

5 years, per year+11.0%+3.9%

3 years, per year+21.2%+19.6%

Worst drop · 1Y−8.5%−11.4%

Volatility · 1Y13.1%18.8%

5–1measures won
DFAC first

12.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

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: DFAC, ISCG, IJR, VTV

Today

37.8%most shared, DFAC and VTV

DFACISCGIJRVTV

DFAC—12.1%6.4%37.8%

ISCG12.1%—25.0%0.0%

IJR6.4%25.0%—0.0%

VTV37.8%0.0%0.0%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IJR$121 − $6 = $115

DFAC$88 − $21 = $67

ISCG$65 − $6 = $59

KeptFee

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