DFAS vs IWN

ADFAS

BIWN

Measures won2–4IWN wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · DFAS $14,758

Lowest cost0.03%VUG · $3 on $10k

Most income1.49%IWN · $149 on $10k

Smallest drop−8.5%IWN · worst fall in 1Y

Held in common31.1%DFAS and IWN

DFAS

IWN

Dimensional - US Small Cap ETF · $34.7BiShares Russell 2000 Value ETF · $14.1B

+19.3%3 years · per year$16,976 · $18,224+22.1%

+8.1%5 years · per year$14,758 · $14,665+8.0%

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

1.00%12-mo yield$100 · $149 on $10k1.49%

−9.4%Worst dropSmaller wins−8.5%

15.3%VolatilityLower wins15.6%

2–4IWN wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · IWN

0.2%UMBF0.6%

0.2%URBN0.2%

0.2%JXN0.6%

0.2%LTH0.4%

Held in common31.1%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B
3	BIWN	iShares Russell 2000 Value ETFRead Desk	0.24%	1.49%	+1.7%	+21.9%	+25.4%	+22.1%	+8.0%	−8.5%	$14.1B

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B
3	BIWN	iShares Russell 2000 Value ETFRead Desk	0.24%	1.49%	+1.7%	+21.9%	+25.4%	+22.1%	+8.0%	−8.5%	$14.1B

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 IWN

DFAS

Dimensional - US Small Cap

$14,758

IWN

iShares Russell 2000 Value

$14,665

MeasureDFASIWN

Fee0.30%0.24%

Cost on $10k a year$30$24

Yield1.00%1.49%

5 years, per year+8.1%+8.0%

3 years, per year+19.3%+22.1%

Worst drop · 1Y−9.4%−8.5%

Volatility · 1Y15.3%15.6%

4–2measures won
IWN first

31.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: DFAS, IWN, VUG

Today

31.1%most shared, DFAS and IWN

DFASIWNVUG

DFAS—31.1%0.0%

IWN31.1%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$125most kept, IWN

IWN$149 − $24 = $125

DFAS$100 − $30 = $70

VUG$40 − $3 = $37

KeptFee

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