JSML vs DFAS

AJSML

BDFAS

Measures won1–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · IWF $16,559

Lowest cost0.03%VUG · $3 on $10k

Most income1.00%DFAS · $100 on $10k

Smallest drop−9.4%DFAS · worst fall in 1Y

Held in common7.8%JSML and DFAS

JSML

DFAS

Janus Henderson Small Cap Growth Alpha ETF · $377MDimensional - US Small Cap ETF · $35.2B

+24.0%3 years · per year$19,052 · $16,976+19.3%

+7.0%5 years · per year$14,020 · $14,758+8.1%

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

0.30%12-mo yield$30 · $100 on $10k1.00%

−14.8%Worst dropSmaller wins−9.4%

22.0%VolatilityLower wins15.3%

1–4DFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJSML · DFAS

0.9%MOG-A0.3%

1.4%EAT0.2%

0.6%FCFS0.2%

1.1%KRYS0.2%

Held in common7.8%

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

All Four

5Y4 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
4	AJSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk	0.30%	0.30%	+1.1%	+20.6%	+20.0%	+24.0%	+7.0%	−14.8%	$377M

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

All Four

5Y4 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
4	AJSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk	0.30%	0.30%	+1.1%	+20.6%	+20.0%	+24.0%	+7.0%	−14.8%	$377M

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

JSML vs DFAS

JSML

Janus Henderson Small Cap Growth Alpha

$14,020

DFAS

Dimensional - US Small Cap

$14,758

MeasureJSMLDFAS

Fee0.30%0.30%

Cost on $10k a year$30$30

Yield0.30%1.00%

5 years, per year+7.0%+8.1%

3 years, per year+24.0%+19.3%

Worst drop · 1Y−14.8%−9.4%

Volatility · 1Y22.0%15.3%

4–1measures won
DFAS first

7.8%

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$62.5B

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%

$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

Overlap: DFAS, JSML, VUG, IWF

Today

77.4%most shared, VUG and IWF

DFASJSMLVUGIWF

DFAS—7.8%0.0%1.4%

JSML7.8%—0.0%0.0%

VUG0.0%0.0%—77.4%

IWF1.4%0.0%77.4%—

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

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

VUG$40 − $3 = $37

IWF$37 − $18 = $19

JSML$30 − $30 = $0

KeptFee

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