DFAS vs IWN

ADFAS

BIWN

Measures won1–4IWN wins · of 6 · 5Y

$10,000 · 5Y$13,927DFAS · IWN $13,927

Lowest cost0.03%VO · $3 on $10k

Most income1.54%IWN · $154 on $10k

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

Held in common31.4%DFAS and IWN

DFAS

IWN

Dimensional - US Small Cap ETF · $33.8BiShares Russell 2000 Value ETF · $13.9B

+17.3%3 years · per year$16,130 · $17,306+20.1%

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

0.30%Expense ratio$30 · $24 on $10k · lower wins0.24%

1.03%12-mo yield$103 · $154 on $10k1.54%

−9.4%Worst dropSmaller wins−8.5%

15.7%VolatilityLower wins15.9%

1–4IWN wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · IWN

0.2%UMBF0.6%

0.2%LTH0.5%

0.2%URBN0.2%

0.2%JXN0.6%

Held in common31.4%

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	BIWN	iShares Russell 2000 Value ETFRead Desk	0.24%	1.54%	−0.2%	+17.5%	+21.0%	+20.1%	+6.8%	−8.5%	$13.9B
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

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	BIWN	iShares Russell 2000 Value ETFRead Desk	0.24%	1.54%	−0.2%	+17.5%	+21.0%	+20.1%	+6.8%	−8.5%	$13.9B
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

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 IWN

DFAS

Dimensional - US Small Cap

$13,927

IWN

iShares Russell 2000 Value

$13,927

MeasureDFASIWN

Fee0.30%0.24%

Cost on $10k a year$30$24

Yield1.03%1.54%

5 years, per year+6.8%+6.8%

3 years, per year+17.3%+20.1%

Worst drop · 1Y−9.4%−8.5%

Volatility · 1Y15.7%15.9%

4–1measures won
IWN first

31.4%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAS, IWN, VO

Today

31.4%most shared, DFAS and IWN

DFASIWNVO

DFAS—31.4%0.1%

IWN31.4%—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

IWN$154 − $24 = $130

DFAS$103 − $30 = $73

KeptFee

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