DFAS vs FYC

ADFAS

BFYC

Measures won4–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · FYC $15,035

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common9.2%DFAS and FYC

DFAS

FYC

Dimensional - US Small Cap ETF · $33.8BFirst Trust Small Cap Growth AlphaDEX Fund · $1.4B

+17.3%3 years · per year$16,130 · $21,382+28.8%

+6.8%5 years · per year$13,927 · $15,034+8.5%

0.30%Expense ratio$30 · $70 on $10k · lower wins0.70%

1.03%12-mo yield$103 · $12 on $10k0.12%

−9.4%Worst dropSmaller wins−13.7%

15.7%VolatilityLower wins21.6%

4–2DFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · FYC

0.1%VVV0.2%

0.1%SUPN0.4%

0.1%CRVL0.5%

0.1%CNK0.6%

Held in common9.2%

End-of-day Nov 6, 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	BFYC	First Trust Small Cap Growth AlphaDEX FundRead Desk	0.70%	0.12%	+1.1%	+15.7%	+17.6%	+28.8%	+8.5%	−13.7%	$1.4B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	BFYC	First Trust Small Cap Growth AlphaDEX FundRead Desk	0.70%	0.12%	+1.1%	+15.7%	+17.6%	+28.8%	+8.5%	−13.7%	$1.4B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAS vs FYC

DFAS

Dimensional - US Small Cap

$13,927

FYC

First Trust Small Cap Growth AlphaDEX Fund

$15,035

MeasureDFASFYC

Fee0.30%0.70%

Cost on $10k a year$30$70

Yield1.03%0.12%

5 years, per year+6.8%+8.5%

3 years, per year+17.3%+28.8%

Worst drop · 1Y−9.4%−13.7%

Volatility · 1Y15.7%21.6%

4–2measures won
DFAS first

9.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAS, FYC, VO, IWF

Today

9.2%most shared, VO and IWF

DFASFYCVOIWF

DFAS—9.2%0.1%1.4%

FYC9.2%—0.0%0.0%

VO0.1%0.0%—9.2%

IWF1.4%0.0%9.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAS$103 − $30 = $73

IWF$39 − $18 = $21

FYC$12 − $70 = −$58

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee