GRPZ vs DFAS

AGRPZ

BDFAS

Measures won0–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · DFAS $13,927

Lowest cost0.03%VUG · $3 on $10k

Most income1.03%DFAS · $103 on $10k

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

Held in common6.3%GRPZ and DFAS

GRPZ

DFAS

Invesco S&P SmallCap 600 GARP ETF · $3MDimensional - US Small Cap ETF · $33.7B

[…]3 years · per year[…] · $16,130+17.3%

[…]5 years · per year[…] · $13,927+6.8%

0.35%Expense ratio$35 · $30 on $10k · lower wins0.30%

0.84%12-mo yield$85 · $103 on $10k1.03%

−10.3%Worst dropSmaller wins−9.4%

16.4%VolatilityLower wins15.7%

0–4DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGRPZ · DFAS

1.1%URBN0.2%

1.8%PAYC0.2%

1.0%AWI0.2%

1.0%FSS0.2%

Held in common6.3%

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 Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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	AGRPZ	Invesco S&P SmallCap 600 GARP ETFRead Desk	0.35%	0.84%	−0.9%	+18.5%	+20.7%	new	new	−10.3%	$3M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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	AGRPZ	Invesco S&P SmallCap 600 GARP ETFRead Desk	0.35%	0.84%	−0.9%	+18.5%	+20.7%	new	new	−10.3%	$3M

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

GRPZ vs DFAS

GRPZ

Invesco S&P SmallCap 600 GARP

[…]

DFAS

Dimensional - US Small Cap

$13,927

MeasureGRPZDFAS

Fee0.35%0.30%

Cost on $10k a year$35$30

Yield0.84%1.03%

5 years, per year[…]+6.8%

3 years, per year[…]+17.3%

Worst drop · 1Y−10.3%−9.4%

Volatility · 1Y16.4%15.7%

4–0measures won
DFAS first

6.3%

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: GRPZ, DFAS, VUG

Today

6.3%most shared, GRPZ and DFAS

GRPZDFASVUG

GRPZ—6.3%0.0%

DFAS6.3%—0.0%

VUG0.0%0.0%—

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

GRPZ$85 − $35 = $50

VUG$42 − $3 = $39

KeptFee

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