DFAS vs AFSC

ADFAS

BAFSC

Measures won4–0DFAS wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · DFAS $14,758

Lowest cost0.18%IWF · $18 on $10k

Most income1.00%DFAS · $100 on $10k

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

Held in common3.2%DFAS and AFSC

DFAS

AFSC

Dimensional - US Small Cap ETF · $35.2Babrdn Focused U.S. Small Cap Active ETF · $11M

+19.3%3 years · per year$16,976 · […][…]

+8.1%5 years · per year$14,758 · […][…]

0.30%Expense ratio$30 · $109 on $10k · lower wins1.09%

1.00%12-mo yield$100 · $6 on $10k0.06%

−9.4%Worst dropSmaller wins−10.3%

15.3%VolatilityLower wins18.4%

4–0DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · AFSC

0.2%WTFC2.6%

0.2%EAT2.0%

0.1%SNEX2.1%

0.1%ABCB2.6%

Held in common3.2%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
3	BAFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk	1.09%	0.06%	+1.1%	+22.3%	+25.7%	new	new	−10.3%	$11M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
3	BAFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk	1.09%	0.06%	+1.1%	+22.3%	+25.7%	new	new	−10.3%	$11M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAS vs AFSC

DFAS

Dimensional - US Small Cap

$14,758

AFSC

abrdn Focused U.S. Small Cap Active

[…]

MeasureDFASAFSC

Fee0.30%1.09%

Cost on $10k a year$30$109

Yield1.00%0.06%

5 years, per year+8.1%[…]

3 years, per year+19.3%[…]

Worst drop · 1Y−9.4%−10.3%

Volatility · 1Y15.3%18.4%

4–0measures won
DFAS first

3.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DFAS, AFSC, IWF

Today

3.2%most shared, DFAS and AFSC

DFASAFSCIWF

DFAS—3.2%1.4%

AFSC3.2%—0.0%

IWF1.4%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

IWF$37 − $18 = $19

AFSC$6 − $109 = −$103

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee