DFAS vs MSML · Compare Desk

ADFAS

BVO

Measures won1–5VO wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · DFAS $13,932

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 common0.1%DFAS and VO

DFAS vs VO

DFAS

Dimensional - US Small Cap ETF · $33.8BVanguard Morningstar Mid-Cap ETF · $103B

+17.5%3 years · per year$16,215 · $16,795+18.9%

+6.9%5 years · per year$13,932 · $13,616+6.4%

0.30%Expense ratio$30 · $3 on $10k · lower wins0.03%

1.04%12-mo yield$104 · $139 on $10k1.39%

−9.4%Worst dropSmaller wins−8.2%

15.8%VolatilityLower wins12.9%

1–5VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · VO

0.1%CTVA0.5%

0.0%FICO0.1%

Held in common0.1%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	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
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	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
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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 VO

DFAS

Dimensional - US Small Cap

$13,932

Vanguard Morningstar Mid-Cap

$13,616

MeasureDFASVO

Fee0.30%0.03%

Cost on $10k a year$30$3

Yield1.04%1.39%

5 years, per year+6.9%+6.4%

3 years, per year+17.5%+18.9%

Worst drop · 1Y−9.4%−8.2%

Volatility · 1Y15.8%12.9%

5–1measures won
VO first

0.1%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

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, VO, IWF

Today

9.2%most shared, VO and IWF

DFASVOIWF

DFAS—0.1%1.4%

VO0.1%—9.2%

IWF1.4%9.2%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAS$104 − $30 = $74

IWF$39 − $18 = $21

KeptFee

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