FYC vs DFAS

AFYC

BDFAS

Measures won2–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · FYC $16,062

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 common9.2%FYC and DFAS

FYC

DFAS

First Trust Small Cap Growth AlphaDEX Fund · $1.3BDimensional - US Small Cap ETF · $34.7B

+30.7%3 years · per year$22,307 · $16,881+19.1%

+9.1%5 years · per year$15,466 · $14,320+7.4%

0.70%Expense ratio$70 · $30 on $10k · lower wins0.30%

0.11%12-mo yield$11 · $101 on $10k1.01%

−13.5%Worst dropSmaller wins−9.4%

21.2%VolatilityLower wins15.3%

2–4DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFYC · DFAS

0.1%VVV0.1%

0.3%OPLN0.1%

0.4%CRVL0.1%

0.5%GRAL0.1%

Held in common9.2%

End-of-day Nov 4, 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	AFYC	First Trust Small Cap Growth AlphaDEX FundRead Desk	0.70%	0.11%	+0.6%	+18.2%	+19.7%	+30.7%	+9.1%	−13.5%	$1.3B
3	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

End-of-day Nov 4, 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	AFYC	First Trust Small Cap Growth AlphaDEX FundRead Desk	0.70%	0.11%	+0.6%	+18.2%	+19.7%	+30.7%	+9.1%	−13.5%	$1.3B
3	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

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FYC vs DFAS

FYC

First Trust Small Cap Growth AlphaDEX Fund

$15,466

DFAS

Dimensional - US Small Cap

$14,320

MeasureFYCDFAS

Fee0.70%0.30%

Cost on $10k a year$70$30

Yield0.11%1.01%

5 years, per year+9.1%+7.4%

3 years, per year+30.7%+19.1%

Worst drop · 1Y−13.5%−9.4%

Volatility · 1Y21.2%15.3%

4–2measures won
DFAS first

9.2%

holdings shared

Nov 4, 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 4, 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 4, 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 4, 2026

Overlap: FYC, DFAS, IWF

Today

9.2%most shared, FYC and DFAS

FYCDFASIWF

FYC—9.2%0.0%

DFAS9.2%—1.4%

IWF0.0%1.4%—

End-of-day Nov 4, 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

FYC$11 − $70 = −$59

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee