DFAS vs ISCV

ADFAS

BISCV

Measures won0–6ISCV wins · of 6 · 5Y

$10,000 · 5Y$15,401ISCV · DFAS $14,758

Lowest cost0.06%ISCV · $6 on $10k

Most income1.86%ISCV · $186 on $10k

Smallest drop−9.3%ISCV · worst fall in 1Y

Held in common55.8%DFAS and ISCV

DFAS

ISCV

Dimensional - US Small Cap ETF · $35.2BiShares Morningstar Small Cap Value ETF · $707M

+19.3%3 years · per year$16,976 · $17,752+21.1%

+8.1%5 years · per year$14,758 · $15,401+9.0%

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

1.00%12-mo yield$100 · $186 on $10k1.86%

−9.4%Worst dropSmaller wins−9.3%

15.3%VolatilityLower wins14.4%

0–6ISCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · ISCV

0.3%SWKS0.6%

0.3%HALO0.5%

0.2%CCK0.4%

0.2%CRL0.5%

Held in common55.8%

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

Both

5Y2 funds

#			Trend
1	BISCV	iShares Morningstar Small Cap Value ETFRead Desk		0.06%	1.86%	+2.1%	+19.1%	+24.1%	+21.1%	+9.0%	−9.3%	$707M
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

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BISCV	iShares Morningstar Small Cap Value ETFRead Desk		0.06%	1.86%	+2.1%	+19.1%	+24.1%	+21.1%	+9.0%	−9.3%	$707M
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

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 ISCV

DFAS

Dimensional - US Small Cap

$14,758

ISCV

iShares Morningstar Small Cap Value

$15,401

MeasureDFASISCV

Fee0.30%0.06%

Cost on $10k a year$30$6

Yield1.00%1.86%

5 years, per year+8.1%+9.0%

3 years, per year+19.3%+21.1%

Worst drop · 1Y−9.4%−9.3%

Volatility · 1Y15.3%14.4%

6–0measures won
ISCV first

55.8%

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%

$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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAS, ISCV

Today

55.8%most shared, DFAS and ISCV

DFASISCV

DFAS—55.8%

ISCV55.8%—

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

Income After Fees on $10,000

$180most kept, ISCV

ISCV$186 − $6 = $180

DFAS$100 − $30 = $70

KeptFee

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