DFAS vs BBSC

ADFAS

BBBSC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,330IWF · DFAS $13,932

Lowest cost0.09%BBSC · $9 on $10k

Most income1.09%BBSC · $109 on $10k

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

Held in common43.5%DFAS and BBSC

DFAS

BBSC

Dimensional - US Small Cap ETF · $35.2BJPMorgan BetaBuilders U.S. Small Cap Equity ETF · $729M

+17.5%3 years · per year$16,215 · $17,653+20.9%

+6.9%5 years · per year$13,932 · $13,283+5.8%

0.30%Expense ratio$30 · $9 on $10k · lower wins0.09%

1.04%12-mo yield$104 · $109 on $10k1.09%

−9.4%Worst dropSmaller wins−10.6%

15.8%VolatilityLower wins18.2%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · BBSC

0.2%MOG-A0.4%

0.2%EAT0.4%

0.2%KRYS0.3%

0.2%VSXY0.3%

Held in common43.5%

End-of-day Nov 5, 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%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
3	BBBSC	JPMorgan BetaBuilders U.S. Small Cap Equity ETFRead Desk	0.09%	1.09%	−4.5%	+13.6%	+15.1%	+20.9%	+5.8%	−10.6%	$729M

End-of-day Nov 5, 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%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
3	BBBSC	JPMorgan BetaBuilders U.S. Small Cap Equity ETFRead Desk	0.09%	1.09%	−4.5%	+13.6%	+15.1%	+20.9%	+5.8%	−10.6%	$729M

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

Cards for this view

DFAS vs BBSC

DFAS

Dimensional - US Small Cap

$13,932

BBSC

JPMorgan BetaBuilders U.S. Small Cap Equity

$13,283

MeasureDFASBBSC

Fee0.30%0.09%

Cost on $10k a year$30$9

Yield1.04%1.09%

5 years, per year+6.9%+5.8%

3 years, per year+17.5%+20.9%

Worst drop · 1Y−9.4%−10.6%

Volatility · 1Y15.8%18.2%

3–3measures won
level

43.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAS, BBSC, IWF

Today

43.5%most shared, DFAS and BBSC

DFASBBSCIWF

DFAS—43.5%1.4%

BBSC43.5%—0.4%

IWF1.4%0.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$100most kept, BBSC

BBSC$109 − $9 = $100

DFAS$104 − $30 = $74

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee