DFAS vs VBR

ADFAS

BVBR

Measures won0–6VBR wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · VBR $15,197

Lowest cost0.05%VBR · $5 on $10k

Most income1.83%VBR · $183 on $10k

Smallest drop−8.9%VBR · worst fall in 1Y

Held in common49.0%DFAS and VBR

DFAS

VBR

Dimensional - US Small Cap ETF · $33.8BVanguard Morningstar Small-Cap Value ETF · $35.1B

+17.3%3 years · per year$16,130 · $16,848+19.0%

+6.8%5 years · per year$13,927 · $15,197+8.7%

0.30%Expense ratio$30 · $5 on $10k · lower wins0.05%

1.03%12-mo yield$103 · $183 on $10k1.83%

−9.4%Worst dropSmaller wins−8.9%

15.7%VolatilityLower wins14.2%

0–6VBR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · VBR

0.3%SWKS0.3%

0.3%CCK0.3%

0.3%SJM0.3%

0.3%BJ0.3%

Held in common49.0%

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	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
2	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.83%	0.0%	+15.9%	+19.5%	+19.0%	+8.7%	−8.9%	$35.1B
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

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	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
2	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.83%	0.0%	+15.9%	+19.5%	+19.0%	+8.7%	−8.9%	$35.1B
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

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 VBR

DFAS

Dimensional - US Small Cap

$13,927

VBR

Vanguard Morningstar Small-Cap Value

$15,197

MeasureDFASVBR

Fee0.30%0.05%

Cost on $10k a year$30$5

Yield1.03%1.83%

5 years, per year+6.8%+8.7%

3 years, per year+17.3%+19.0%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y15.7%14.2%

6–0measures won
VBR first

49.0%

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, VBR, IWF

Today

49.0%most shared, DFAS and VBR

DFASVBRIWF

DFAS—49.0%1.4%

VBR49.0%—0.7%

IWF1.4%0.7%—

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

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

DFAS$103 − $30 = $73

IWF$39 − $18 = $21

KeptFee

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