DFAS vs IWM

ADFAS

BIWM

Measures won4–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$13,927DFAS · VO $13,590

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 common50.1%DFAS and IWM

DFAS

IWM

Dimensional - US Small Cap ETF · $33.8BiShares Russell 2000 ETF · $75.4B

+17.3%3 years · per year$16,130 · $17,100+19.6%

+6.8%5 years · per year$13,927 · $12,766+5.0%

0.30%Expense ratio$30 · $19 on $10k · lower wins0.19%

1.03%12-mo yield$103 · $100 on $10k1.00%

−9.4%Worst dropSmaller wins−11.1%

15.7%VolatilityLower wins18.7%

4–2DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · IWM

0.2%UMBF0.3%

0.2%MOG-A0.3%

0.2%LTH0.3%

0.2%IDCC0.3%

Held in common50.1%

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 Three

5Y3 funds

#
1	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
2	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
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
2	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
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B

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

DFAS vs IWM

DFAS

Dimensional - US Small Cap

$13,927

IWM

iShares Russell 2000

$12,766

MeasureDFASIWM

Fee0.30%0.19%

Cost on $10k a year$30$19

Yield1.03%1.00%

5 years, per year+6.8%+5.0%

3 years, per year+17.3%+19.6%

Worst drop · 1Y−9.4%−11.1%

Volatility · 1Y15.7%18.7%

3–2measures won
DFAS first

50.1%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

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, IWM, VO

Today

50.1%most shared, DFAS and IWM

DFASIWMVO

DFAS—50.1%0.1%

IWM50.1%—0.0%

VO0.1%0.0%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IWM$100 − $19 = $81

DFAS$103 − $30 = $73

KeptFee

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