DFAS vs ISCG

ADFAS

BISCG

Measures won4–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$14,758DFAS · IJH $14,620

Lowest cost0.05%IJH · $5 on $10k

Most income1.21%IJH · $121 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common49.8%DFAS and ISCG

DFAS

ISCG

Dimensional - US Small Cap ETF · $34.7BiShares Morningstar Small-Cap Growth ETF · $966M

+19.3%3 years · per year$16,976 · $17,783+21.2%

+8.1%5 years · per year$14,758 · $12,768+5.0%

0.30%Expense ratio$30 · $6 on $10k · lower wins0.06%

1.00%12-mo yield$100 · $65 on $10k0.65%

−9.4%Worst dropSmaller wins−11.4%

15.3%VolatilityLower wins18.0%

4–2DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · ISCG

0.3%MOG-A0.3%

0.3%AIT0.4%

0.2%RGEN0.4%

0.2%PNFP0.3%

Held in common49.8%

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	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
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$124.6B
3	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+0.7%	+12.3%	+13.0%	+21.2%	+5.0%	−11.4%	$966M

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	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
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$124.6B
3	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+0.7%	+12.3%	+13.0%	+21.2%	+5.0%	−11.4%	$966M

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 ISCG

DFAS

Dimensional - US Small Cap

$14,758

ISCG

iShares Morningstar Small-Cap Growth

$12,768

MeasureDFASISCG

Fee0.30%0.06%

Cost on $10k a year$30$6

Yield1.00%0.65%

5 years, per year+8.1%+5.0%

3 years, per year+19.3%+21.2%

Worst drop · 1Y−9.4%−11.4%

Volatility · 1Y15.3%18.0%

4–2measures won
DFAS first

49.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAS, ISCG, IJH

Today

49.8%most shared, DFAS and ISCG

DFASISCGIJH

DFAS—49.8%41.1%

ISCG49.8%—39.8%

IJH41.1%39.8%—

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFAS$100 − $30 = $70

ISCG$65 − $6 = $59

KeptFee

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