DFAS vs PSC

ADFAS

BPSC

Measures won4–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · PSC $14,980

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

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

Held in common24.3%DFAS and PSC

DFAS

PSC

Dimensional - US Small Cap ETF · $33.7BPrincipal U.S. Small-Cap Multi-Factor ETF · $2.6B

+17.5%3 years · per year$16,239 · $17,619+20.8%

+7.0%5 years · per year$14,033 · $14,980+8.4%

0.30%Expense ratio$30 · $38 on $10k · lower wins0.38%

1.00%12-mo yield$100 · $59 on $10k0.59%

−9.4%Worst dropSmaller wins−10.0%

15.9%VolatilityLower wins17.2%

4–2DFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · PSC

0.2%MOG-A0.5%

0.2%URBN0.6%

0.2%IDCC0.6%

0.2%EAT0.9%

Held in common24.3%

End-of-day Nov 9, 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	BPSC	Principal U.S. Small-Cap Multi-Factor ETFRead Desk	0.38%	0.59%	+2.4%	+18.2%	+22.3%	+20.8%	+8.4%	−10.0%	$2.6B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$33.7B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	BPSC	Principal U.S. Small-Cap Multi-Factor ETFRead Desk	0.38%	0.59%	+2.4%	+18.2%	+22.3%	+20.8%	+8.4%	−10.0%	$2.6B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$33.7B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAS vs PSC

DFAS

Dimensional - US Small Cap

$14,033

PSC

Principal U.S. Small-Cap Multi-Factor

$14,980

MeasureDFASPSC

Fee0.30%0.38%

Cost on $10k a year$30$38

Yield1.00%0.59%

5 years, per year+7.0%+8.4%

3 years, per year+17.5%+20.8%

Worst drop · 1Y−9.4%−10.0%

Volatility · 1Y15.9%17.2%

4–2measures won
DFAS first

24.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DFAS, PSC, IWF, VO

Today

24.3%most shared, DFAS and PSC

DFASPSCIWFVO

DFAS—24.3%1.4%0.1%

PSC24.3%—0.0%0.0%

IWF1.4%0.0%—9.2%

VO0.1%0.0%9.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DFAS$100 − $30 = $70

PSC$59 − $38 = $21

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee