ESSC vs DFAS

AESSC

BDFAS

Measures won0–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$16,499IWF · DFAS $14,320

Lowest cost0.18%IWF · $18 on $10k

Most income1.01%DFAS · $101 on $10k

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

Held in common17.9%ESSC and DFAS

ESSC

DFAS

Eventide Small Cap ETF · $34MDimensional - US Small Cap ETF · $34.7B

[…]3 years · per year[…] · $16,881+19.1%

[…]5 years · per year[…] · $14,320+7.4%

0.49%Expense ratio$49 · $30 on $10k · lower wins0.30%

0.59%12-mo yield$59 · $101 on $10k1.01%

−12.5%Worst dropSmaller wins−9.4%

17.6%VolatilityLower wins15.3%

0–4DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsESSC · DFAS

0.9%RRC0.3%

0.4%PNFP0.2%

0.2%SWKS0.3%

0.5%IDCC0.2%

Held in common17.9%

End-of-day Nov 3, 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%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.01%	−0.3%	+15.7%	+19.0%	+19.1%	+7.4%	−9.4%	$34.7B
3	AESSC	Eventide Small Cap ETFRead Desk	0.49%	0.59%	+0.1%	+12.4%	+14.9%	new	new	−12.5%	$34M

End-of-day Nov 3, 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%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.01%	−0.3%	+15.7%	+19.0%	+19.1%	+7.4%	−9.4%	$34.7B
3	AESSC	Eventide Small Cap ETFRead Desk	0.49%	0.59%	+0.1%	+12.4%	+14.9%	new	new	−12.5%	$34M

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

Cards for this view

ESSC vs DFAS

ESSC

Eventide Small Cap

[…]

DFAS

Dimensional - US Small Cap

$14,320

MeasureESSCDFAS

Fee0.49%0.30%

Cost on $10k a year$49$30

Yield0.59%1.01%

5 years, per year[…]+7.4%

3 years, per year[…]+19.1%

Worst drop · 1Y−12.5%−9.4%

Volatility · 1Y17.6%15.3%

4–0measures won
DFAS first

17.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: ESSC, DFAS, IWF

Today

17.9%most shared, ESSC and DFAS

ESSCDFASIWF

ESSC—17.9%1.4%

DFAS17.9%—1.4%

IWF1.4%1.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$71most kept, DFAS

DFAS$101 − $30 = $71

IWF$37 − $18 = $19

ESSC$59 − $49 = $10

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee