DFAS vs CALF

ADFAS

BCALF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · CALF $14,272

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

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

Held in common11.8%DFAS and CALF

DFAS

CALF

Dimensional - US Small Cap ETF · $33.8BPacer US Small Cap Cash Cows ETF · $3.9B

+17.3%3 years · per year$16,130 · $14,659+13.6%

+6.8%5 years · per year$13,927 · $14,272+7.4%

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

1.03%12-mo yield$103 · $113 on $10k1.13%

−9.4%Worst dropSmaller wins−7.9%

15.7%VolatilityLower wins16.2%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · CALF

0.3%SJM1.4%

0.2%CART1.1%

0.2%BAH1.1%

0.2%MHK0.8%

Held in common11.8%

End-of-day Nov 6, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BCALF	Pacer US Small Cap Cash Cows ETFRead Desk	0.59%	1.13%	−1.4%	+28.6%	+33.3%	+13.6%	+7.4%	−7.9%	$3.9B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BCALF	Pacer US Small Cap Cash Cows ETFRead Desk	0.59%	1.13%	−1.4%	+28.6%	+33.3%	+13.6%	+7.4%	−7.9%	$3.9B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

End-of-day Nov 6, 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

$13,927

CALF

Pacer US Small Cap Cash Cows

$14,272

MeasureDFASCALF

Fee0.30%0.59%

Cost on $10k a year$30$59

Yield1.03%1.13%

5 years, per year+6.8%+7.4%

3 years, per year+17.3%+13.6%

Worst drop · 1Y−9.4%−7.9%

Volatility · 1Y15.7%16.2%

3–3measures won
level

11.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAS, CALF, VO, VUG

Today

11.8%most shared, DFAS and CALF

DFASCALFVOVUG

DFAS—11.8%0.1%0.0%

CALF11.8%—1.6%0.0%

VO0.1%1.6%—10.2%

VUG0.0%0.0%10.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAS$103 − $30 = $73

CALF$113 − $59 = $54

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee