DFAS vs AFSM

ADFAS

BAFSM

Measures won4–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · AFSM $14,677

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

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

Held in common16.5%DFAS and AFSM

DFAS

AFSM

Dimensional - US Small Cap ETF · $34.7BFirst Trust Active Factor Small Cap ETF · $129M

+17.5%3 years · per year$16,239 · $17,061+19.5%

+7.0%5 years · per year$14,033 · $14,677+8.0%

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

1.00%12-mo yield$100 · $52 on $10k0.52%

−9.4%Worst dropSmaller wins−9.6%

15.9%VolatilityLower wins18.1%

4–2DFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · AFSM

0.2%AIT0.3%

0.2%EAT0.4%

0.2%HALO0.7%

0.2%KRYS0.6%

Held in common16.5%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	BAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.52%	+3.2%	+19.3%	+22.9%	+19.5%	+8.0%	−9.6%	$129M
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	BAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.52%	+3.2%	+19.3%	+22.9%	+19.5%	+8.0%	−9.6%	$129M
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

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

DFAS vs AFSM

DFAS

Dimensional - US Small Cap

$14,033

AFSM

First Trust Active Factor Small Cap

$14,677

MeasureDFASAFSM

Fee0.30%0.75%

Cost on $10k a year$30$75

Yield1.00%0.52%

5 years, per year+7.0%+8.0%

3 years, per year+17.5%+19.5%

Worst drop · 1Y−9.4%−9.6%

Volatility · 1Y15.9%18.1%

4–2measures won
DFAS first

16.5%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

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%

$122BAssets$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: DFAS, AFSM, VO, IWF

Today

16.5%most shared, DFAS and AFSM

DFASAFSMVOIWF

DFAS—16.5%0.1%1.4%

AFSM16.5%—0.7%0.7%

VO0.1%0.7%—9.2%

IWF1.4%0.7%9.2%—

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DFAS$100 − $30 = $70

IWF$38 − $18 = $20

AFSM$52 − $75 = −$23

KeptFee

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