DFAS vs ABLS

ADFAS

BABLS

Measures won3–1DFAS wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · DFAS $13,927

Lowest cost0.03%VO · $3 on $10k

Most income12.76%ABLS · $1,276 on $10k

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

Held in common2.8%DFAS and ABLS

DFAS

ABLS

Dimensional - US Small Cap ETF · $33.8BAbacus FCF Small Cap Leaders ETF · $0M

+17.3%3 years · per year$16,130 · […][…]

+6.8%5 years · per year$13,927 · […][…]

0.30%Expense ratio$30 · $59 on $10k · lower wins0.59%

1.03%12-mo yield$103 · $1,276 on $10k12.76%

−9.4%Worst dropSmaller wins−14.9%

15.7%VolatilityLower wins18.4%

3–1DFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · ABLS

0.2%OSCR5.6%

0.2%QLYS5.0%

0.2%BOX1.5%

0.1%ENS0.6%

Held in common2.8%

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	ADFAS	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	BABLS	Abacus FCF Small Cap Leaders ETFRead Desk	0.59%	12.76%	0.0%	+12.5%	+11.0%	new	new	−14.9%	$470K

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	ADFAS	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	BABLS	Abacus FCF Small Cap Leaders ETFRead Desk	0.59%	12.76%	0.0%	+12.5%	+11.0%	new	new	−14.9%	$470K

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

DFAS vs ABLS

DFAS

Dimensional - US Small Cap

$13,927

ABLS

Abacus FCF Small Cap Leaders

[…]

MeasureDFASABLS

Fee0.30%0.59%

Cost on $10k a year$30$59

Yield1.03%12.76%

5 years, per year+6.8%[…]

3 years, per year+17.3%[…]

Worst drop · 1Y−9.4%−14.9%

Volatility · 1Y15.7%18.4%

3–1measures won
DFAS first

2.8%

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: DFAS, ABLS, IWF, VO

Today

9.2%most shared, IWF and VO

DFASABLSIWFVO

DFAS—2.8%1.4%0.1%

ABLS2.8%—0.0%0.0%

IWF1.4%0.0%—9.2%

VO0.1%0.0%9.2%—

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

Income After Fees on $10,000

$1,217most kept, ABLS

ABLS$1,276 − $59 = $1,217

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