DFAS vs QSML

ADFAS

BQSML

Measures won4–0DFAS wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IWF $15,892

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 common19.0%DFAS and QSML

DFAS

QSML

Dimensional - US Small Cap ETF · $34.7BWisdomTree U.S. SmallCap Quality Growth Fund · $27M

+17.5%3 years · per year$16,239 · […][…]

+7.0%5 years · per year$14,033 · […][…]

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

1.00%12-mo yield$100 · $51 on $10k0.51%

−9.4%Worst dropSmaller wins−10.7%

15.9%VolatilityLower wins17.0%

4–0DFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · QSML

0.2%VCTR0.7%

0.2%ANF0.7%

0.2%WTM0.5%

0.2%EXLS0.6%

Held in common19.0%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
4	BQSML	WisdomTree U.S. SmallCap Quality Growth FundRead Desk	0.38%	0.51%	+2.2%	+21.7%	+27.3%	new	new	−10.7%	$27M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
4	BQSML	WisdomTree U.S. SmallCap Quality Growth FundRead Desk	0.38%	0.51%	+2.2%	+21.7%	+27.3%	new	new	−10.7%	$27M

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 QSML

DFAS

Dimensional - US Small Cap

$14,033

QSML

WisdomTree U.S. SmallCap Quality Growth Fund

[…]

MeasureDFASQSML

Fee0.30%0.38%

Cost on $10k a year$30$38

Yield1.00%0.51%

5 years, per year+7.0%[…]

3 years, per year+17.5%[…]

Worst drop · 1Y−9.4%−10.7%

Volatility · 1Y15.9%17.0%

4–0measures won
DFAS first

19.0%

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$61.4B

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%

$122BAssets$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, QSML, IWF, VUG

Today

78.1%most shared, IWF and VUG

DFASQSMLIWFVUG

DFAS—19.0%1.4%0.0%

QSML19.0%—0.1%0.0%

IWF1.4%0.1%—78.1%

VUG0.0%0.0%78.1%—

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

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

IWF$38 − $18 = $20

QSML$51 − $38 = $13

KeptFee

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