DFAS vs CALF

ADFAS

BCALF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IWF $15,330

Lowest cost0.03%VUG · $3 on $10k

Most income1.11%CALF · $111 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 · $35.2BPacer US Small Cap Cash Cows ETF · $3.8B

+17.5%3 years · per year$16,215 · $15,031+14.6%

+6.9%5 years · per year$13,932 · $14,461+7.7%

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

1.04%12-mo yield$104 · $111 on $10k1.11%

−9.4%Worst dropSmaller wins−7.9%

15.8%VolatilityLower wins16.2%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · CALF

0.2%SJM1.4%

0.2%CART1.1%

0.2%BWA0.7%

0.2%MHK0.8%

Held in common11.8%

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 Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	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
3	BCALF	Pacer US Small Cap Cash Cows ETFRead Desk	0.59%	1.11%	−3.0%	+30.5%	+36.8%	+14.6%	+7.7%	−7.9%	$3.8B
4	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

End-of-day Nov 5, 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%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	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
3	BCALF	Pacer US Small Cap Cash Cows ETFRead Desk	0.59%	1.11%	−3.0%	+30.5%	+36.8%	+14.6%	+7.7%	−7.9%	$3.8B
4	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

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 CALF

DFAS

Dimensional - US Small Cap

$13,932

CALF

Pacer US Small Cap Cash Cows

$14,461

MeasureDFASCALF

Fee0.30%0.59%

Cost on $10k a year$30$59

Yield1.04%1.11%

5 years, per year+6.9%+7.7%

3 years, per year+17.5%+14.6%

Worst drop · 1Y−9.4%−7.9%

Volatility · 1Y15.8%16.2%

3–3measures won
level

11.8%

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, CALF, VUG, IWF

Today

78.0%most shared, VUG and IWF

DFASCALFVUGIWF

DFAS—11.8%0.0%1.4%

CALF11.8%—0.0%0.3%

VUG0.0%0.0%—78.0%

IWF1.4%0.3%78.0%—

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

Income After Fees on $10,000

$74most kept, DFAS

DFAS$104 − $30 = $74

CALF$111 − $59 = $52

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

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