DFAS vs SCHA

ADFAS

BSCHA

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,153VUG · IWF $16,559

Lowest cost0.03%SCHA · $3 on $10k

Most income1.10%SCHA · $110 on $10k

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

Held in common66.4%DFAS and SCHA

DFAS

SCHA

Dimensional - US Small Cap ETF · $35.2BSchwab U.S. Small-Cap ETF · $22.4B

+19.3%3 years · per year$16,976 · $18,236+22.2%

+8.1%5 years · per year$14,758 · $14,025+7.0%

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

1.00%12-mo yield$100 · $110 on $10k1.10%

−9.4%Worst dropSmaller wins−11.2%

15.3%VolatilityLower wins18.6%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · SCHA

0.3%HALO0.4%

0.2%UMBF0.2%

0.2%SSB0.2%

0.2%AMG0.2%

Held in common66.4%

End-of-day Nov 4, 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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
4	BSCHA	Schwab U.S. Small-Cap ETFRead Desk	0.03%	1.10%	+1.4%	+18.8%	+21.4%	+22.2%	+7.0%	−11.2%	$22.4B

End-of-day Nov 4, 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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
4	BSCHA	Schwab U.S. Small-Cap ETFRead Desk	0.03%	1.10%	+1.4%	+18.8%	+21.4%	+22.2%	+7.0%	−11.2%	$22.4B

End-of-day Nov 4, 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

$14,758

SCHA

Schwab U.S. Small-Cap

$14,025

MeasureDFASSCHA

Fee0.30%0.03%

Cost on $10k a year$30$3

Yield1.00%1.10%

5 years, per year+8.1%+7.0%

3 years, per year+19.3%+22.2%

Worst drop · 1Y−9.4%−11.2%

Volatility · 1Y15.3%18.6%

3–3measures won
level

66.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DFAS, SCHA, VUG, IWF

Today

77.4%most shared, VUG and IWF

DFASSCHAVUGIWF

DFAS—66.4%0.0%1.4%

SCHA66.4%—0.1%0.7%

VUG0.0%0.1%—77.4%

IWF1.4%0.7%77.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, SCHA

SCHA$110 − $3 = $107

DFAS$100 − $30 = $70

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee