DFAS vs SCHA

ADFAS

BSCHA

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,892IWF · DFAS $14,033

Lowest cost0.03%SCHA · $3 on $10k

Most income1.21%IJR · $121 on $10k

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

Held in common66.2%DFAS and SCHA

DFAS

SCHA

Dimensional - US Small Cap ETF · $33.7BSchwab U.S. Small-Cap ETF · $21.7B

+17.5%3 years · per year$16,239 · $17,445+20.4%

+7.0%5 years · per year$14,033 · $13,361+6.0%

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

1.00%12-mo yield$100 · $111 on $10k1.11%

−9.4%Worst dropSmaller wins−11.2%

15.9%VolatilityLower wins19.2%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · SCHA

0.2%UMBF0.2%

0.2%SSB0.2%

0.2%AMG0.2%

0.2%WTFC0.3%

Held in common66.2%

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	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	BSCHA	Schwab U.S. Small-Cap ETFRead Desk	0.03%	1.11%	+3.2%	+18.1%	+22.9%	+20.4%	+6.0%	−11.2%	$21.7B
4	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B

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	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	BSCHA	Schwab U.S. Small-Cap ETFRead Desk	0.03%	1.11%	+3.2%	+18.1%	+22.9%	+20.4%	+6.0%	−11.2%	$21.7B
4	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B

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 SCHA

DFAS

Dimensional - US Small Cap

$14,033

SCHA

Schwab U.S. Small-Cap

$13,361

MeasureDFASSCHA

Fee0.30%0.03%

Cost on $10k a year$30$3

Yield1.00%1.11%

5 years, per year+7.0%+6.0%

3 years, per year+17.5%+20.4%

Worst drop · 1Y−9.4%−11.2%

Volatility · 1Y15.9%19.2%

3–3measures won
level

66.2%

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, SCHA, IWF, IJR

Today

66.2%most shared, DFAS and SCHA

DFASSCHAIWFIJR

DFAS—66.2%1.4%34.5%

SCHA66.2%—0.7%40.0%

IWF1.4%0.7%—0.1%

IJR34.5%40.0%0.1%—

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

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

SCHA$111 − $3 = $108

DFAS$100 − $30 = $70

IWF$38 − $18 = $20

KeptFee

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