SMLF vs DFAS

ASMLF

BDFAS

Measures won4–2SMLF wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · SMLF $15,772

Lowest cost0.03%VUG · $3 on $10k

Most income1.03%DFAS · $103 on $10k

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

Held in common42.6%SMLF and DFAS

SMLF

DFAS

iShares U.S. Small-Cap Equity Factor ETF · $4.1BDimensional - US Small Cap ETF · $33.8B

+20.9%3 years · per year$17,680 · $16,130+17.3%

+9.5%5 years · per year$15,772 · $13,927+6.8%

0.15%Expense ratio$15 · $30 on $10k · lower wins0.30%

1.02%12-mo yield$102 · $103 on $10k1.03%

−8.7%Worst dropSmaller wins−9.4%

17.3%VolatilityLower wins15.7%

4–2SMLF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMLF · DFAS

0.5%HALO0.2%

0.3%RRC0.2%

0.4%MANH0.2%

0.4%AMG0.2%

Held in common42.6%

End-of-day Nov 6, 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%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	1.02%	+0.5%	+12.3%	+13.5%	+20.9%	+9.5%	−8.7%	$4.1B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B

End-of-day Nov 6, 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%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	1.02%	+0.5%	+12.3%	+13.5%	+20.9%	+9.5%	−8.7%	$4.1B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SMLF vs DFAS

SMLF

iShares U.S. Small-Cap Equity Factor

$15,772

DFAS

Dimensional - US Small Cap

$13,927

MeasureSMLFDFAS

Fee0.15%0.30%

Cost on $10k a year$15$30

Yield1.02%1.03%

5 years, per year+9.5%+6.8%

3 years, per year+20.9%+17.3%

Worst drop · 1Y−8.7%−9.4%

Volatility · 1Y17.3%15.7%

4–1measures won
SMLF first

42.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAS, SMLF, VUG

Today

42.6%most shared, DFAS and SMLF

DFASSMLFVUG

DFAS—42.6%0.0%

SMLF42.6%—0.3%

VUG0.0%0.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$87most kept, SMLF

SMLF$102 − $15 = $87

DFAS$103 − $30 = $73

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee