DFAS vs IWF

ADFAS

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,892IWF · DFAS $14,033

Lowest cost0.03%SCHA · $3 on $10k

Most income1.11%SCHA · $111 on $10k

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

Held in common1.4%DFAS and IWF

DFAS

IWF

Dimensional - US Small Cap ETF · $33.7BiShares Russell 1000 Growth ETF · $115B

+17.5%3 years · per year$16,239 · $17,207+19.8%

+7.0%5 years · per year$14,033 · $15,892+9.7%

0.30%Expense ratio$30 · $18 on $10k · lower wins0.18%

1.00%12-mo yield$100 · $38 on $10k0.38%

−9.4%Worst dropSmaller wins−14.6%

15.9%VolatilityLower wins19.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · IWF

0.2%MANH0.0%

0.1%MEDP0.0%

0.1%GDDY0.0%

0.1%IT0.0%

Held in common1.4%

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	BIWF	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	SCHA	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

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	BIWF	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	SCHA	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

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 IWF

DFAS

Dimensional - US Small Cap

$14,033

IWF

iShares Russell 1000 Growth

$15,892

MeasureDFASIWF

Fee0.30%0.18%

Cost on $10k a year$30$18

Yield1.00%0.38%

5 years, per year+7.0%+9.7%

3 years, per year+17.5%+19.8%

Worst drop · 1Y−9.4%−14.6%

Volatility · 1Y15.9%19.5%

3–3measures won
level

1.4%

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

Today

66.2%most shared, DFAS and SCHA

DFASSCHAIWF

DFAS—66.2%1.4%

SCHA66.2%—0.7%

IWF1.4%0.7%—

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

Income After Fees on $10,000

$108most kept, SCHA

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