DFAS vs ISCV

ADFAS

BISCV

Measures won0–6ISCV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · ISCV $14,759

Lowest cost0.03%VTV · $3 on $10k

Most income1.91%ISCV · $191 on $10k

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

Held in common56.2%DFAS and ISCV

DFAS

ISCV

Dimensional - US Small Cap ETF · $33.8BiShares Morningstar Small Cap Value ETF · $687M

+17.5%3 years · per year$16,215 · $17,116+19.6%

+6.9%5 years · per year$13,932 · $14,759+8.1%

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

1.04%12-mo yield$104 · $191 on $10k1.91%

−9.4%Worst dropSmaller wins−9.3%

15.8%VolatilityLower wins14.7%

0–6ISCV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · ISCV

0.3%SWKS0.6%

0.3%HALO0.5%

0.2%CCK0.4%

0.2%UMBF0.3%

Held in common56.2%

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 Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BISCV	iShares Morningstar Small Cap Value ETFRead Desk	0.06%	1.91%	−2.9%	+15.6%	+21.9%	+19.6%	+8.1%	−9.3%	$687M
3	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

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BISCV	iShares Morningstar Small Cap Value ETFRead Desk	0.06%	1.91%	−2.9%	+15.6%	+21.9%	+19.6%	+8.1%	−9.3%	$687M
3	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

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 ISCV

DFAS

Dimensional - US Small Cap

$13,932

ISCV

iShares Morningstar Small Cap Value

$14,759

MeasureDFASISCV

Fee0.30%0.06%

Cost on $10k a year$30$6

Yield1.04%1.91%

5 years, per year+6.9%+8.1%

3 years, per year+17.5%+19.6%

Worst drop · 1Y−9.4%−9.3%

Volatility · 1Y15.8%14.7%

6–0measures won
ISCV first

56.2%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

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

Overlap: DFAS, ISCV, VTV

Today

56.2%most shared, DFAS and ISCV

DFASISCVVTV

DFAS—56.2%0.1%

ISCV56.2%—0.0%

VTV0.1%0.0%—

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

Income After Fees on $10,000

$185most kept, ISCV

ISCV$191 − $6 = $185

VTV$186 − $3 = $183

DFAS$104 − $30 = $74

KeptFee

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