DFAS vs GRPZ

ADFAS

BGRPZ

Measures won4–0DFAS wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · DFAS $13,927

Lowest cost0.03%VUG · $3 on $10k

Most income1.03%DFAS · $103 on $10k

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

Held in common6.3%DFAS and GRPZ

DFAS

GRPZ

Dimensional - US Small Cap ETF · $33.7BInvesco S&P SmallCap 600 GARP ETF · $3M

+17.3%3 years · per year$16,130 · […][…]

+6.8%5 years · per year$13,927 · […][…]

0.30%Expense ratio$30 · $35 on $10k · lower wins0.35%

1.03%12-mo yield$103 · $85 on $10k0.84%

−9.4%Worst dropSmaller wins−10.3%

15.7%VolatilityLower wins16.4%

4–0DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · GRPZ

0.2%URBN1.1%

0.2%PAYC1.8%

0.2%AWI1.0%

0.2%FSS1.0%

Held in common6.3%

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 Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	BGRPZ	Invesco S&P SmallCap 600 GARP ETFRead Desk	0.35%	0.84%	−0.9%	+18.5%	+20.7%	new	new	−10.3%	$3M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	BGRPZ	Invesco S&P SmallCap 600 GARP ETFRead Desk	0.35%	0.84%	−0.9%	+18.5%	+20.7%	new	new	−10.3%	$3M

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 GRPZ

DFAS

Dimensional - US Small Cap

$13,927

GRPZ

Invesco S&P SmallCap 600 GARP

[…]

MeasureDFASGRPZ

Fee0.30%0.35%

Cost on $10k a year$30$35

Yield1.03%0.84%

5 years, per year+6.8%[…]

3 years, per year+17.3%[…]

Worst drop · 1Y−9.4%−10.3%

Volatility · 1Y15.7%16.4%

4–0measures won
DFAS first

6.3%

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$59.7B

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, GRPZ, VUG

Today

6.3%most shared, DFAS and GRPZ

DFASGRPZVUG

DFAS—6.3%0.0%

GRPZ6.3%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$73most kept, DFAS

DFAS$103 − $30 = $73

GRPZ$85 − $35 = $50

VUG$42 − $3 = $39

KeptFee

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