DFSV vs VUG

ADFSV

BVUG

Measures won3–2DFSV wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income1.42%DFSV · $142 on $10k

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

Held in common0.0%DFSV and VUG

DFSV

VUG

U.S. Small Cap Value Portfolio ETF Class Shares · $27.1BVanguard Morningstar Growth ETF · $233B

+18.5%3 years · per year$16,658 · $18,415+22.6%

[…]5 years · per year[…] · $16,124+10.0%

0.31%Expense ratio$31 · $3 on $10k · lower wins0.03%

1.42%12-mo yield$142 · $42 on $10k0.42%

−9.4%Worst dropSmaller wins−15.1%

15.1%VolatilityLower wins19.0%

3–2DFSV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFSV · VUG

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.42%	−0.4%	+17.9%	+24.0%	+18.5%	new	−9.4%	$27.1B

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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.42%	−0.4%	+17.9%	+24.0%	+18.5%	new	−9.4%	$27.1B

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

DFSV vs VUG

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

VUG

Vanguard Morningstar Growth

$16,124

MeasureDFSVVUG

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield1.42%0.42%

5 years, per year[…]+10.0%

3 years, per year+18.5%+22.6%

Worst drop · 1Y−9.4%−15.1%

Volatility · 1Y15.1%19.0%

3–2measures won
DFSV first

0.0%

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$59.7B

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: DFSV, VUG, IWF

Today

78.0%most shared, VUG and IWF

DFSVVUGIWF

DFSV—0.0%0.0%

VUG0.0%—78.0%

IWF0.0%78.0%—

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

Income After Fees on $10,000

$111most kept, DFSV

DFSV$142 − $31 = $111

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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