FYX vs DFAS

AFYX

BDFAS

Measures won4–2FYX wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · FYX $15,199

Lowest cost0.18%IWF · $18 on $10k

Most income1.11%FYX · $111 on $10k

Smallest drop−8.8%FYX · worst fall in 1Y

Held in common23.6%FYX and DFAS

FYX

DFAS

First Trust Small Cap Core AlphaDEX Fund · $1.4BDimensional - US Small Cap ETF · $33.8B

+23.0%3 years · per year$18,588 · $16,130+17.3%

+8.7%5 years · per year$15,199 · $13,927+6.8%

0.58%Expense ratio$58 · $30 on $10k · lower wins0.30%

1.11%12-mo yield$111 · $103 on $10k1.03%

−8.8%Worst dropSmaller wins−9.4%

16.7%VolatilityLower wins15.7%

4–2FYX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFYX · DFAS

0.2%FCN0.1%

0.3%GHC0.1%

0.2%IBOC0.1%

0.2%WSFS0.1%

Held in common23.6%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	AFYX	First Trust Small Cap Core AlphaDEX FundRead Desk	0.58%	1.11%	−0.3%	+21.9%	+25.9%	+23.0%	+8.7%	−8.8%	$1.4B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	AFYX	First Trust Small Cap Core AlphaDEX FundRead Desk	0.58%	1.11%	−0.3%	+21.9%	+25.9%	+23.0%	+8.7%	−8.8%	$1.4B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B

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

FYX vs DFAS

FYX

First Trust Small Cap Core AlphaDEX Fund

$15,199

DFAS

Dimensional - US Small Cap

$13,927

MeasureFYXDFAS

Fee0.58%0.30%

Cost on $10k a year$58$30

Yield1.11%1.03%

5 years, per year+8.7%+6.8%

3 years, per year+23.0%+17.3%

Worst drop · 1Y−8.8%−9.4%

Volatility · 1Y16.7%15.7%

4–2measures won
FYX first

23.6%

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$59.1B

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: FYX, DFAS, IWF

Today

23.6%most shared, FYX and DFAS

FYXDFASIWF

FYX—23.6%0.0%

DFAS23.6%—1.4%

IWF0.0%1.4%—

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

Income After Fees on $10,000

$73most kept, DFAS

DFAS$103 − $30 = $73

FYX$111 − $58 = $53

IWF$39 − $18 = $21

KeptFee

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