DFAS vs RESM

ADFAS

BRESM

Measures won2–0DFAS wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · DFAS $14,033

Lowest cost0.18%IWF · $18 on $10k

Most income1.00%DFAS · $100 on $10k

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

Held in common38.0%DFAS and RESM

DFAS

RESM

Dimensional - US Small Cap ETF · $33.7BColumbia Research Enhanced Small Cap ETF · $6M

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

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

0.30%Expense ratio$30 · $32 on $10k · lower wins0.32%

1.00%12-mo yield$100 · $8 on $10k0.08%

−9.4%Worst dropSmaller wins[…]

15.9%VolatilityLower wins[…]

2–0DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · RESM

0.2%MOG-A0.5%

0.2%UMBF0.5%

0.2%IDCC0.4%

0.2%EAT0.4%

Held in common38.0%

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 Three

5Y3 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	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
3	BRESM	Columbia Research Enhanced Small Cap ETFRead Desk	0.32%	0.08%	+3.0%	+18.8%	new	new	new	[…]	$6M

End-of-day Nov 9, 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%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	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
3	BRESM	Columbia Research Enhanced Small Cap ETFRead Desk	0.32%	0.08%	+3.0%	+18.8%	new	new	new	[…]	$6M

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 RESM

DFAS

Dimensional - US Small Cap

$14,033

RESM

Columbia Research Enhanced Small Cap

[…]

MeasureDFASRESM

Fee0.30%0.32%

Cost on $10k a year$30$32

Yield1.00%0.08%

5 years, per year+7.0%[…]

3 years, per year+17.5%[…]

Worst drop · 1Y−9.4%[…]

Volatility · 1Y15.9%[…]

2–0measures won
DFAS first

38.0%

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$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, RESM, IWF

Today

38.0%most shared, DFAS and RESM

DFASRESMIWF

DFAS—38.0%1.4%

RESM38.0%—0.0%

IWF1.4%0.0%—

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

IWF$38 − $18 = $20

RESM$8 − $32 = −$24

KeptFee

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