DFAS vs DUSG

ADFAS

BDUSG

Measures won2–0DFAS wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · DFAS $13,932

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common41.1%DFAS and DUSG

DFAS

DUSG

Dimensional - US Small Cap ETF · $35.2BU.S. Small Cap Growth Portfolio: ETF Class Shares · $2.0B

+17.5%3 years · per year$16,215 · […][…]

+6.9%5 years · per year$13,932 · […][…]

0.30%Expense ratio$30 · $33 on $10k · lower wins0.33%

1.04%12-mo yield$104 · $29 on $10k0.29%

−9.4%Worst dropSmaller wins[…]

15.8%VolatilityLower wins[…]

2–0DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · DUSG

0.3%HALO0.4%

0.2%CCK0.8%

0.2%AIT0.5%

0.2%BJ0.7%

Held in common41.1%

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 Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	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
3	BDUSG	U.S. Small Cap Growth Portfolio: ETF Class SharesRead Desk	0.33%	0.29%	−3.9%	new	new	new	new	[…]	$2.0B

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	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
3	BDUSG	U.S. Small Cap Growth Portfolio: ETF Class SharesRead Desk	0.33%	0.29%	−3.9%	new	new	new	new	[…]	$2.0B

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 DUSG

DFAS

Dimensional - US Small Cap

$13,932

DUSG

U.S. Small Cap Growth Portfolio: ETF Class Shares

[…]

MeasureDFASDUSG

Fee0.30%0.33%

Cost on $10k a year$30$33

Yield1.04%0.29%

5 years, per year+6.9%[…]

3 years, per year+17.5%[…]

Worst drop · 1Y−9.4%[…]

Volatility · 1Y15.8%[…]

2–0measures won
DFAS first

41.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

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, DUSG, VTV

Today

41.1%most shared, DFAS and DUSG

DFASDUSGVTV

DFAS—41.1%0.1%

DUSG41.1%—0.0%

VTV0.1%0.0%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

DFAS$104 − $30 = $74

DUSG$29 − $33 = −$4

KeptFee

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