ISCG vs DFAC

AISCG

BDFAC

Measures won1–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.26%IJH · $126 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common12.1%ISCG and DFAC

ISCG

DFAC

iShares Morningstar Small-Cap Growth ETF · $927MDimensional - US Core Equity 2 ETF · $85.7B

+18.9%3 years · per year$16,813 · $17,722+21.0%

+3.6%5 years · per year$11,960 · $16,525+10.6%

0.06%Expense ratio$6 · $21 on $10k · lower wins0.21%

0.67%12-mo yield$67 · $90 on $10k0.90%

−11.4%Worst dropSmaller wins−8.5%

18.5%VolatilityLower wins12.9%

1–5DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsISCG · DFAC

0.6%U0.1%

0.3%PNFP0.1%

0.3%EXEL0.1%

0.3%EHC0.1%

Held in common12.1%

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
3	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$927M

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
3	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$927M

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

ISCG vs DFAC

ISCG

iShares Morningstar Small-Cap Growth

$11,960

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureISCGDFAC

Fee0.06%0.21%

Cost on $10k a year$6$21

Yield0.67%0.90%

5 years, per year+3.6%+10.6%

3 years, per year+18.9%+21.0%

Worst drop · 1Y−11.4%−8.5%

Volatility · 1Y18.5%12.9%

5–1measures won
DFAC first

12.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ISCG, DFAC, IJH

Today

39.5%most shared, ISCG and IJH

ISCGDFACIJH

ISCG—12.1%39.5%

DFAC12.1%—11.4%

IJH39.5%11.4%—

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAC$90 − $21 = $69

ISCG$67 − $6 = $61

KeptFee

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