ESML vs DFAS

AESML

BDFAS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,441IWF · DFAS $13,927

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common57.3%ESML and DFAS

ESML

DFAS

iShares ESG Aware MSCI USA Small-Cap ETF · $2.7BDimensional - US Small Cap ETF · $33.7B

+19.9%3 years · per year$17,255 · $16,130+17.3%

+6.6%5 years · per year$13,768 · $13,927+6.8%

0.17%Expense ratio$17 · $30 on $10k · lower wins0.30%

0.96%12-mo yield$96 · $103 on $10k1.03%

−9.0%Worst dropSmaller wins−9.4%

16.7%VolatilityLower wins15.7%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsESML · DFAS

0.3%CCK0.3%

0.3%ELAN0.2%

0.3%EHC0.2%

0.2%SJM0.3%

Held in common57.3%

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	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
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk	0.17%	0.96%	+0.7%	+15.5%	+18.0%	+19.9%	+6.6%	−9.0%	$2.7B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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	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
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk	0.17%	0.96%	+0.7%	+15.5%	+18.0%	+19.9%	+6.6%	−9.0%	$2.7B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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

ESML vs DFAS

ESML

iShares ESG Aware MSCI USA Small-Cap

$13,768

DFAS

Dimensional - US Small Cap

$13,927

MeasureESMLDFAS

Fee0.17%0.30%

Cost on $10k a year$17$30

Yield0.96%1.03%

5 years, per year+6.6%+6.8%

3 years, per year+19.9%+17.3%

Worst drop · 1Y−9.0%−9.4%

Volatility · 1Y16.7%15.7%

3–2measures won
ESML first

57.3%

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: ESML, DFAS, IWF, VO

Today

57.3%most shared, ESML and DFAS

ESMLDFASIWFVO

ESML—57.3%1.9%0.4%

DFAS57.3%—1.4%0.1%

IWF1.9%1.4%—9.2%

VO0.4%0.1%9.2%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

ESML$96 − $17 = $79

DFAS$103 − $30 = $73

IWF$39 − $18 = $21

KeptFee

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