DFAS vs SMLF

ADFAS

BSMLF

Measures won2–4SMLF wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · SMLF $16,794

Lowest cost0.03%VUG · $3 on $10k

Most income1.00%DFAS · $100 on $10k

Smallest drop−8.7%SMLF · worst fall in 1Y

Held in common42.9%DFAS and SMLF

DFAS

SMLF

Dimensional - US Small Cap ETF · $34.7BiShares U.S. Small-Cap Equity Factor ETF · $4.2B

+19.3%3 years · per year$16,976 · $18,634+23.1%

+8.1%5 years · per year$14,758 · $16,794+10.9%

0.30%Expense ratio$30 · $15 on $10k · lower wins0.15%

1.00%12-mo yield$100 · $98 on $10k0.98%

−9.4%Worst dropSmaller wins−8.7%

15.3%VolatilityLower wins16.9%

2–4SMLF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · SMLF

0.3%HALO0.5%

0.3%RRC0.3%

0.3%WCC0.2%

0.2%CRL0.2%

Held in common42.9%

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 Three

5Y3 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	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	0.98%	+1.2%	+16.7%	+18.1%	+23.1%	+10.9%	−8.7%	$4.2B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 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	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	0.98%	+1.2%	+16.7%	+18.1%	+23.1%	+10.9%	−8.7%	$4.2B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B

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 SMLF

DFAS

Dimensional - US Small Cap

$14,758

SMLF

iShares U.S. Small-Cap Equity Factor

$16,794

MeasureDFASSMLF

Fee0.30%0.15%

Cost on $10k a year$30$15

Yield1.00%0.98%

5 years, per year+8.1%+10.9%

3 years, per year+19.3%+23.1%

Worst drop · 1Y−9.4%−8.7%

Volatility · 1Y15.3%16.9%

4–1measures won
SMLF first

42.9%

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$61.1B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: DFAS, SMLF, VUG

Today

42.9%most shared, DFAS and SMLF

DFASSMLFVUG

DFAS—42.9%0.0%

SMLF42.9%—0.3%

VUG0.0%0.3%—

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

Income After Fees on $10,000

$83most kept, SMLF

SMLF$98 − $15 = $83

DFAS$100 − $30 = $70

VUG$40 − $3 = $37

KeptFee

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