DUSG vs DFAS

ADUSG

BDFAS

Measures won0–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · DFAS $13,932

Lowest cost0.18%IWF · $18 on $10k

Most income1.04%DFAS · $104 on $10k

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

Held in common41.1%DUSG and DFAS

DUSG

DFAS

U.S. Small Cap Growth Portfolio: ETF Class Shares · $2.0BDimensional - US Small Cap ETF · $35.2B

[…]3 years · per year[…] · $16,215+17.5%

[…]5 years · per year[…] · $13,932+6.9%

0.33%Expense ratio$33 · $30 on $10k · lower wins0.30%

0.29%12-mo yield$29 · $104 on $10k1.04%

[…]Worst dropSmaller wins−9.4%

[…]VolatilityLower wins15.8%

0–2DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDUSG · DFAS

0.4%HALO0.3%

0.8%CCK0.2%

0.5%AIT0.2%

0.7%BJ0.2%

Held in common41.1%

End-of-day Nov 5, 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%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
3	ADUSG	U.S. Small Cap Growth Portfolio: ETF Class SharesRead Desk	0.33%	0.29%	−3.9%	new	new	new	new	[…]	$2.0B

End-of-day Nov 5, 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%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
3	ADUSG	U.S. Small Cap Growth Portfolio: ETF Class SharesRead Desk	0.33%	0.29%	−3.9%	new	new	new	new	[…]	$2.0B

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

Cards for this view

DUSG vs DFAS

DUSG

U.S. Small Cap Growth Portfolio: ETF Class Shares

[…]

DFAS

Dimensional - US Small Cap

$13,932

MeasureDUSGDFAS

Fee0.33%0.30%

Cost on $10k a year$33$30

Yield0.29%1.04%

5 years, per year[…]+6.9%

3 years, per year[…]+17.5%

Worst drop · 1Y[…]−9.4%

Volatility · 1Y[…]15.8%

2–0measures won
DFAS first

41.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DUSG, DFAS, IWF

Today

41.1%most shared, DUSG and DFAS

DUSGDFASIWF

DUSG—41.1%1.1%

DFAS41.1%—1.4%

IWF1.1%1.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$74most kept, DFAS

DFAS$104 − $30 = $74

IWF$39 − $18 = $21

DUSG$29 − $33 = −$4

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee