DFAS vs SMMV

ADFAS

BSMMV

Measures won2–4SMMV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · IWF $15,441

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common26.6%DFAS and SMMV

DFAS

SMMV

Dimensional - US Small Cap ETF · $33.8BiShares MSCI USA Small-Cap Min Vol Factor ETF · $279M

+17.3%3 years · per year$16,130 · $15,003+14.5%

+6.8%5 years · per year$13,927 · $13,312+5.9%

0.30%Expense ratio$30 · $20 on $10k · lower wins0.20%

1.03%12-mo yield$103 · $158 on $10k1.58%

−9.4%Worst dropSmaller wins−7.0%

15.7%VolatilityLower wins9.8%

2–4SMMV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · SMMV

0.3%CCK0.3%

0.3%SJM0.6%

0.3%BJ1.1%

0.2%HALO0.4%

Held in common26.6%

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 Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
4	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.58%	−0.7%	+8.8%	+11.9%	+14.5%	+5.9%	−7.0%	$279M

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

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
4	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.58%	−0.7%	+8.8%	+11.9%	+14.5%	+5.9%	−7.0%	$279M

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

DFAS vs SMMV

DFAS

Dimensional - US Small Cap

$13,927

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,312

MeasureDFASSMMV

Fee0.30%0.20%

Cost on $10k a year$30$20

Yield1.03%1.58%

5 years, per year+6.8%+5.9%

3 years, per year+17.3%+14.5%

Worst drop · 1Y−9.4%−7.0%

Volatility · 1Y15.7%9.8%

4–2measures won
SMMV first

26.6%

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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

Overlap: DFAS, SMMV, VTV, IWF

Today

26.6%most shared, DFAS and SMMV

DFASSMMVVTVIWF

DFAS—26.6%0.1%1.4%

SMMV26.6%—0.0%0.6%

VTV0.1%0.0%—11.8%

IWF1.4%0.6%11.8%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

SMMV$158 − $20 = $138

DFAS$103 − $30 = $73

IWF$39 − $18 = $21

KeptFee

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