DFAS vs ISCG

ADFAS

BISCG

Measures won4–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · DFAS $14,758

Lowest cost0.03%VO · $3 on $10k

Most income1.34%VO · $134 on $10k

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

Held in common49.8%DFAS and ISCG

DFAS

ISCG

Dimensional - US Small Cap ETF · $35.2BiShares Morningstar Small-Cap Growth ETF · $974M

+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 four, 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 Four

5Y4 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%	$120.5B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B
4	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+0.7%	+12.3%	+13.0%	+21.2%	+5.0%	−11.4%	$974M

End-of-day Nov 4, 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%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B
4	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+0.7%	+12.3%	+13.0%	+21.2%	+5.0%	−11.4%	$974M

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

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DFAS, ISCG, VO, IWF

Today

49.8%most shared, DFAS and ISCG

DFASISCGVOIWF

DFAS—49.8%0.1%1.4%

ISCG49.8%—0.4%1.9%

VO0.1%0.4%—9.3%

IWF1.4%1.9%9.3%—

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

DFAS$100 − $30 = $70

ISCG$65 − $6 = $59

IWF$37 − $18 = $19

KeptFee

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