DFAS vs ESSC

ADFAS

BESSC

Measures won4–0DFAS wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · DFAS $14,758

Lowest cost0.18%IWF · $18 on $10k

Most income1.00%DFAS · $100 on $10k

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

Held in common17.9%DFAS and ESSC

DFAS

ESSC

Dimensional - US Small Cap ETF · $34.7BEventide Small Cap ETF · $34M

+19.3%3 years · per year$16,976 · […][…]

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

0.30%Expense ratio$30 · $49 on $10k · lower wins0.49%

1.00%12-mo yield$100 · $58 on $10k0.58%

−9.4%Worst dropSmaller wins−12.5%

15.3%VolatilityLower wins17.6%

4–0DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · ESSC

0.3%RRC0.9%

0.2%PNFP0.4%

0.3%SWKS0.2%

0.2%IDCC0.5%

Held in common17.9%

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%	$120.2B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B
3	BESSC	Eventide Small Cap ETFRead Desk	0.49%	0.58%	+1.5%	+14.1%	+17.1%	new	new	−12.5%	$34M

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%	$120.2B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B
3	BESSC	Eventide Small Cap ETFRead Desk	0.49%	0.58%	+1.5%	+14.1%	+17.1%	new	new	−12.5%	$34M

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 ESSC

DFAS

Dimensional - US Small Cap

$14,758

ESSC

Eventide Small Cap

[…]

MeasureDFASESSC

Fee0.30%0.49%

Cost on $10k a year$30$49

Yield1.00%0.58%

5 years, per year+8.1%[…]

3 years, per year+19.3%[…]

Worst drop · 1Y−9.4%−12.5%

Volatility · 1Y15.3%17.6%

4–0measures won
DFAS first

17.9%

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$61.1B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: DFAS, ESSC, IWF

Today

17.9%most shared, DFAS and ESSC

DFASESSCIWF

DFAS—17.9%1.4%

ESSC17.9%—1.4%

IWF1.4%1.4%—

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

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

IWF$37 − $18 = $19

ESSC$58 − $49 = $9

KeptFee

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