DFAS vs DFSV

ADFAS

BDFSV

Measures won1–3DFSV wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · DFAS $14,758

Lowest cost0.18%IWF · $18 on $10k

Most income1.37%DFSV · $137 on $10k

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

Held in common40.3%DFAS and DFSV

DFAS

DFSV

Dimensional - US Small Cap ETF · $35.2BU.S. Small Cap Value Portfolio ETF Class Shares · $28.3B

+19.3%3 years · per year$16,976 · $17,471+20.4%

+8.1%5 years · per year$14,758 · […][…]

0.30%Expense ratio$30 · $31 on $10k · lower wins0.31%

1.00%12-mo yield$100 · $137 on $10k1.37%

−9.4%Worst dropSmaller wins−9.4%

15.3%VolatilityLower wins14.7%

1–3DFSV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · DFSV

0.3%SWKS0.8%

0.3%WCC0.5%

0.3%RRC0.5%

0.2%ELAN0.8%

Held in common40.3%

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%	$120.5B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
3	BDFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.37%	+1.1%	+22.3%	+28.5%	+20.4%	new	−9.4%	$28.3B

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%	$120.5B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
3	BDFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.37%	+1.1%	+22.3%	+28.5%	+20.4%	new	−9.4%	$28.3B

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 DFSV

DFAS

Dimensional - US Small Cap

$14,758

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

MeasureDFASDFSV

Fee0.30%0.31%

Cost on $10k a year$30$31

Yield1.00%1.37%

5 years, per year+8.1%[…]

3 years, per year+19.3%+20.4%

Worst drop · 1Y−9.4%−9.4%

Volatility · 1Y15.3%14.7%

3–1measures won
DFSV first

40.3%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DFAS, DFSV, IWF

Today

40.3%most shared, DFAS and DFSV

DFASDFSVIWF

DFAS—40.3%1.4%

DFSV40.3%—0.0%

IWF1.4%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, DFSV

DFSV$137 − $31 = $106

DFAS$100 − $30 = $70

IWF$37 − $18 = $19

KeptFee

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