DFAS vs ISCG

ADFAS

BISCG

Measures won4–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$13,932DFAS · VO $13,616

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 common49.7%DFAS and ISCG

DFAS

ISCG

Dimensional - US Small Cap ETF · $33.8BiShares Morningstar Small-Cap Growth ETF · $927M

+17.5%3 years · per year$16,215 · $16,721+18.7%

+6.9%5 years · per year$13,932 · $11,876+3.5%

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

1.04%12-mo yield$104 · $68 on $10k0.68%

−9.4%Worst dropSmaller wins−11.4%

15.8%VolatilityLower wins18.6%

4–2DFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · ISCG

0.2%AIT0.4%

0.2%MOG-A0.3%

0.2%EHC0.3%

0.2%PNFP0.3%

Held in common49.7%

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	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
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B
4	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.68%	−4.8%	+6.9%	+9.6%	+18.7%	+3.5%	−11.4%	$927M

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	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
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B
4	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.68%	−4.8%	+6.9%	+9.6%	+18.7%	+3.5%	−11.4%	$927M

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 ISCG

DFAS

Dimensional - US Small Cap

$13,932

ISCG

iShares Morningstar Small-Cap Growth

$11,876

MeasureDFASISCG

Fee0.30%0.06%

Cost on $10k a year$30$6

Yield1.04%0.68%

5 years, per year+6.9%+3.5%

3 years, per year+17.5%+18.7%

Worst drop · 1Y−9.4%−11.4%

Volatility · 1Y15.8%18.6%

4–2measures won
DFAS first

49.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFAS, ISCG, IJR, VO

Today

49.7%most shared, DFAS and ISCG

DFASISCGIJRVO

DFAS—49.7%34.5%0.1%

ISCG49.7%—25.0%0.4%

IJR34.5%25.0%—0.0%

VO0.1%0.4%0.0%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IJR$124 − $6 = $118

DFAS$104 − $30 = $74

ISCG$68 − $6 = $62

KeptFee

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