IWF vs DFAS

AIWF

BDFAS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,892IWF · DFAS $14,033

Lowest cost0.18%IWF · $18 on $10k

Most income1.00%DFAS · $100 on $10k

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

Held in common1.4%IWF and DFAS

IWF

DFAS

iShares Russell 1000 Growth ETF · $115BDimensional - US Small Cap ETF · $33.7B

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

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

0.18%Expense ratio$18 · $30 on $10k · lower wins0.30%

0.38%12-mo yield$38 · $100 on $10k1.00%

−14.6%Worst dropSmaller wins−9.4%

19.5%VolatilityLower wins15.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWF · DFAS

0.0%MANH0.2%

0.0%MEDP0.1%

0.0%GDDY0.1%

0.0%IT0.1%

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	AIWF	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	BDFAS	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	SQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	+2.8%	new	new	new	new	[…]	$7M

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	AIWF	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	BDFAS	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	SQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	+2.8%	new	new	new	new	[…]	$7M

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

IWF vs DFAS

IWF

iShares Russell 1000 Growth

$15,892

DFAS

Dimensional - US Small Cap

$14,033

MeasureIWFDFAS

Fee0.18%0.30%

Cost on $10k a year$18$30

Yield0.38%1.00%

5 years, per year+9.7%+7.0%

3 years, per year+19.8%+17.5%

Worst drop · 1Y−14.6%−9.4%

Volatility · 1Y19.5%15.9%

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, SQLT, IWF

Today

37.2%most shared, DFAS and SQLT

DFASSQLTIWF

DFAS—37.2%1.4%

SQLT37.2%—0.6%

IWF1.4%0.6%—

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

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

SQLT$48 − $20 = $28

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee