DFAS vs ESML

ADFAS

BESML

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,865VTV · IWF $15,892

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common57.3%DFAS and ESML

DFAS

ESML

Dimensional - US Small Cap ETF · $34.7BiShares ESG Aware MSCI USA Small-Cap ETF · $2.8B

+17.5%3 years · per year$16,239 · $17,364+20.2%

+7.0%5 years · per year$14,033 · $13,844+6.7%

0.30%Expense ratio$30 · $17 on $10k · lower wins0.17%

1.00%12-mo yield$100 · $93 on $10k0.93%

−9.4%Worst dropSmaller wins−9.0%

15.9%VolatilityLower wins16.9%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · ESML

0.3%ELAN0.3%

0.3%CCK0.3%

0.2%SJM0.2%

0.2%EHC0.3%

Held in common57.3%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	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
3	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
4	BESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk	0.17%	0.93%	+3.1%	+19.1%	+23.5%	+20.2%	+6.7%	−9.0%	$2.8B

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	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
3	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
4	BESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk	0.17%	0.93%	+3.1%	+19.1%	+23.5%	+20.2%	+6.7%	−9.0%	$2.8B

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 ESML

DFAS

Dimensional - US Small Cap

$14,033

ESML

iShares ESG Aware MSCI USA Small-Cap

$13,844

MeasureDFASESML

Fee0.30%0.17%

Cost on $10k a year$30$17

Yield1.00%0.93%

5 years, per year+7.0%+6.7%

3 years, per year+17.5%+20.2%

Worst drop · 1Y−9.4%−9.0%

Volatility · 1Y15.9%16.9%

3–3measures won
level

57.3%

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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

Overlap: DFAS, ESML, IWF, VTV

Today

57.3%most shared, DFAS and ESML

DFASESMLIWFVTV

DFAS—57.3%1.4%0.1%

ESML57.3%—1.8%0.1%

IWF1.4%1.8%—11.8%

VTV0.1%0.1%11.8%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

ESML$93 − $17 = $76

DFAS$100 − $30 = $70

IWF$38 − $18 = $20

KeptFee

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