DFAS vs ESML

ADFAS

BESML

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IWF $15,330

Lowest cost0.03%VUG · $3 on $10k

Most income1.04%DFAS · $104 on $10k

Smallest drop−9.0%ESML · worst fall in 1Y

Held in common57.6%DFAS and ESML

DFAS

ESML

Dimensional - US Small Cap ETF · $33.8BiShares ESG Aware MSCI USA Small-Cap ETF · $2.7B

+17.5%3 years · per year$16,215 · $17,242+19.9%

+6.9%5 years · per year$13,932 · $13,644+6.4%

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

1.04%12-mo yield$104 · $96 on $10k0.96%

−9.4%Worst dropSmaller wins−9.0%

15.8%VolatilityLower wins16.7%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · ESML

0.3%ELAN0.3%

0.2%CCK0.3%

0.2%WCC0.2%

0.2%RRC0.3%

Held in common57.6%

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%	$112.9B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
4	BESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk	0.17%	0.96%	−4.0%	+14.7%	+18.8%	+19.9%	+6.4%	−9.0%	$2.7B

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%	$112.9B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
4	BESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk	0.17%	0.96%	−4.0%	+14.7%	+18.8%	+19.9%	+6.4%	−9.0%	$2.7B

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 ESML

DFAS

Dimensional - US Small Cap

$13,932

ESML

iShares ESG Aware MSCI USA Small-Cap

$13,644

MeasureDFASESML

Fee0.30%0.17%

Cost on $10k a year$30$17

Yield1.04%0.96%

5 years, per year+6.9%+6.4%

3 years, per year+17.5%+19.9%

Worst drop · 1Y−9.4%−9.0%

Volatility · 1Y15.8%16.7%

3–2measures won
ESML first

57.6%

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAS, ESML, VUG, IWF

Today

78.0%most shared, VUG and IWF

DFASESMLVUGIWF

DFAS—57.6%0.0%1.4%

ESML57.6%—0.1%1.9%

VUG0.0%0.1%—78.0%

IWF1.4%1.9%78.0%—

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

Income After Fees on $10,000

$79most kept, ESML

ESML$96 − $17 = $79

DFAS$104 − $30 = $74

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

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