DFAS vs AFSM

ADFAS

BAFSM

Measures won4–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · AFSM $15,621

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 common16.9%DFAS and AFSM

DFAS

AFSM

Dimensional - US Small Cap ETF · $35.2BFirst Trust Active Factor Small Cap ETF · $132M

+19.3%3 years · per year$16,976 · $18,012+21.7%

+8.1%5 years · per year$14,758 · $15,621+9.3%

0.30%Expense ratio$30 · $75 on $10k · lower wins0.75%

1.00%12-mo yield$100 · $51 on $10k0.51%

−9.4%Worst dropSmaller wins−9.6%

15.3%VolatilityLower wins17.3%

4–2DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · AFSM

0.3%HALO0.8%

0.3%AIT0.3%

0.2%IESC0.3%

0.2%EAT0.4%

Held in common16.9%

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	BAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.51%	+0.9%	+21.4%	+24.6%	+21.7%	+9.3%	−9.6%	$132M
3	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

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	BAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.51%	+0.9%	+21.4%	+24.6%	+21.7%	+9.3%	−9.6%	$132M
3	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

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 AFSM

DFAS

Dimensional - US Small Cap

$14,758

AFSM

First Trust Active Factor Small Cap

$15,621

MeasureDFASAFSM

Fee0.30%0.75%

Cost on $10k a year$30$75

Yield1.00%0.51%

5 years, per year+8.1%+9.3%

3 years, per year+19.3%+21.7%

Worst drop · 1Y−9.4%−9.6%

Volatility · 1Y15.3%17.3%

4–2measures won
DFAS first

16.9%

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, AFSM, IWF

Today

16.9%most shared, DFAS and AFSM

DFASAFSMIWF

DFAS—16.9%1.4%

AFSM16.9%—0.9%

IWF1.4%0.9%—

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

AFSM$51 − $75 = −$24

KeptFee

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