ISCG vs DFAS

AISCG

BDFAS

Measures won2–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DFAS $13,927

Lowest cost0.03%VO · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common49.6%ISCG and DFAS

ISCG

DFAS

iShares Morningstar Small-Cap Growth ETF · $927MDimensional - US Small Cap ETF · $33.8B

+18.9%3 years · per year$16,813 · $16,130+17.3%

+3.6%5 years · per year$11,960 · $13,927+6.8%

0.06%Expense ratio$6 · $30 on $10k · lower wins0.30%

0.67%12-mo yield$67 · $103 on $10k1.03%

−11.4%Worst dropSmaller wins−9.4%

18.5%VolatilityLower wins15.7%

2–4DFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsISCG · DFAS

0.3%EHC0.2%

0.4%AIT0.2%

0.3%MOG-A0.2%

0.3%PNFP0.2%

Held in common49.6%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
3	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
4	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$927M

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
3	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
4	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$927M

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

ISCG vs DFAS

ISCG

iShares Morningstar Small-Cap Growth

$11,960

DFAS

Dimensional - US Small Cap

$13,927

MeasureISCGDFAS

Fee0.06%0.30%

Cost on $10k a year$6$30

Yield0.67%1.03%

5 years, per year+3.6%+6.8%

3 years, per year+18.9%+17.3%

Worst drop · 1Y−11.4%−9.4%

Volatility · 1Y18.5%15.7%

4–2measures won
DFAS first

49.6%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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, ISCG, VO, VTV

Today

49.6%most shared, DFAS and ISCG

DFASISCGVOVTV

DFAS—49.6%0.1%0.1%

ISCG49.6%—0.4%0.0%

VO0.1%0.4%—28.5%

VTV0.1%0.0%28.5%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VO$139 − $3 = $136

DFAS$103 − $30 = $73

ISCG$67 − $6 = $61

KeptFee

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