DFAS vs CALF

ADFAS

BCALF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,559IWF · CALF $15,160

Lowest cost0.18%IWF · $18 on $10k

Most income1.08%CALF · $108 on $10k

Smallest drop−7.9%CALF · worst fall in 1Y

Held in common11.7%DFAS and CALF

DFAS

CALF

Dimensional - US Small Cap ETF · $34.7BPacer US Small Cap Cash Cows ETF · $3.9B

+19.3%3 years · per year$16,976 · $15,586+15.9%

+8.1%5 years · per year$14,758 · $15,160+8.7%

0.30%Expense ratio$30 · $59 on $10k · lower wins0.59%

1.00%12-mo yield$100 · $108 on $10k1.08%

−9.4%Worst dropSmaller wins−7.9%

15.3%VolatilityLower wins16.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · CALF

0.2%SJM1.4%

0.2%CART1.1%

0.2%BWA0.8%

0.2%BAH1.0%

Held in common11.7%

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%	$120.2B
2	BCALF	Pacer US Small Cap Cash Cows ETFRead Desk	0.59%	1.08%	+2.4%	+34.5%	+38.6%	+15.9%	+8.7%	−7.9%	$3.9B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B

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%	$120.2B
2	BCALF	Pacer US Small Cap Cash Cows ETFRead Desk	0.59%	1.08%	+2.4%	+34.5%	+38.6%	+15.9%	+8.7%	−7.9%	$3.9B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B

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 CALF

DFAS

Dimensional - US Small Cap

$14,758

CALF

Pacer US Small Cap Cash Cows

$15,160

MeasureDFASCALF

Fee0.30%0.59%

Cost on $10k a year$30$59

Yield1.00%1.08%

5 years, per year+8.1%+8.7%

3 years, per year+19.3%+15.9%

Worst drop · 1Y−9.4%−7.9%

Volatility · 1Y15.3%16.0%

3–3measures won
level

11.7%

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$61.1B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: DFAS, CALF, IWF

Today

11.7%most shared, DFAS and CALF

DFASCALFIWF

DFAS—11.7%1.4%

CALF11.7%—0.2%

IWF1.4%0.2%—

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

CALF$108 − $59 = $49

IWF$37 − $18 = $19

KeptFee

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