DFAS vs AVSC

ADFAS

BAVSC

Measures won2–3AVSC 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−8.1%AVSC · worst fall in 1Y

Held in common41.8%DFAS and AVSC

DFAS

AVSC

Dimensional - US Small Cap ETF · $35.2BAvantis U.S. Small Cap Equity ETF · $3.2B

+19.3%3 years · per year$16,976 · $18,188+22.1%

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

0.30%Expense ratio$30 · $25 on $10k · lower wins0.25%

1.00%12-mo yield$100 · $96 on $10k0.96%

−9.4%Worst dropSmaller wins−8.1%

15.3%VolatilityLower wins15.7%

2–3AVSC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · AVSC

0.2%ANF0.3%

0.2%QLYS0.2%

0.2%ADT0.2%

0.2%CROX0.2%

Held in common41.8%

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	BAVSC	Avantis U.S. Small Cap Equity ETFRead Desk	0.25%	0.96%	+1.9%	+25.0%	+28.8%	+22.1%	new	−8.1%	$3.2B

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	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	BAVSC	Avantis U.S. Small Cap Equity ETFRead Desk	0.25%	0.96%	+1.9%	+25.0%	+28.8%	+22.1%	new	−8.1%	$3.2B

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 AVSC

DFAS

Dimensional - US Small Cap

$14,758

AVSC

Avantis U.S. Small Cap Equity

[…]

MeasureDFASAVSC

Fee0.30%0.25%

Cost on $10k a year$30$25

Yield1.00%0.96%

5 years, per year+8.1%[…]

3 years, per year+19.3%+22.1%

Worst drop · 1Y−9.4%−8.1%

Volatility · 1Y15.3%15.7%

3–1measures won
AVSC first

41.8%

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, AVSC, IWF

Today

41.8%most shared, DFAS and AVSC

DFASAVSCIWF

DFAS—41.8%1.4%

AVSC41.8%—0.1%

IWF1.4%0.1%—

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

Income After Fees on $10,000

$71most kept, AVSC

AVSC$96 − $25 = $71

DFAS$100 − $30 = $70

IWF$37 − $18 = $19

KeptFee

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