DFAS vs CSB

ADFAS

BCSB

Measures won4–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · DFAS $14,033

Lowest cost0.03%VO · $3 on $10k

Most income3.08%CSB · $308 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common9.2%DFAS and CSB

DFAS

CSB

Dimensional - US Small Cap ETF · $34.7BVictoryShares US Small Cap High Div Volatility Wtd ETF · $244M

+17.5%3 years · per year$16,239 · $15,235+15.1%

+7.0%5 years · per year$14,033 · $13,187+5.7%

0.30%Expense ratio$30 · $39 on $10k · lower wins0.39%

1.00%12-mo yield$100 · $308 on $10k3.08%

−9.4%Worst dropSmaller wins−9.5%

15.9%VolatilityLower wins13.0%

4–2DFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · CSB

0.2%VLY1.3%

0.2%PB1.4%

0.2%LW0.7%

0.2%ADT1.4%

Held in common9.2%

End-of-day Nov 9, 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	BCSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk	0.39%	3.08%	+1.7%	+17.4%	+21.7%	+15.1%	+5.7%	−9.5%	$244M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	BCSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk	0.39%	3.08%	+1.7%	+17.4%	+21.7%	+15.1%	+5.7%	−9.5%	$244M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAS vs CSB

DFAS

Dimensional - US Small Cap

$14,033

CSB

VictoryShares US Small Cap High Div Volatility Wtd

$13,187

MeasureDFASCSB

Fee0.30%0.39%

Cost on $10k a year$30$39

Yield1.00%3.08%

5 years, per year+7.0%+5.7%

3 years, per year+17.5%+15.1%

Worst drop · 1Y−9.4%−9.5%

Volatility · 1Y15.9%13.0%

4–2measures won
DFAS first

9.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DFAS, CSB, VO, IWF

Today

9.2%most shared, VO and IWF

DFASCSBVOIWF

DFAS—9.2%0.1%1.4%

CSB9.2%—0.0%0.0%

VO0.1%0.0%—9.2%

IWF1.4%0.0%9.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$269most kept, CSB

CSB$308 − $39 = $269

VO$135 − $3 = $132

DFAS$100 − $30 = $70

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee