ISCG vs DFAC

AISCG

BDFAC

Measures won1–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · DFAC $16,820

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common12.1%ISCG and DFAC

ISCG

DFAC

iShares Morningstar Small-Cap Growth ETF · $967MDimensional - US Core Equity 2 ETF · $87.7B

+19.6%3 years · per year$17,100 · $17,787+21.2%

+3.9%5 years · per year$12,106 · $16,820+11.0%

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

0.65%12-mo yield$65 · $88 on $10k0.88%

−11.4%Worst dropSmaller wins−8.5%

18.8%VolatilityLower wins13.1%

1–5DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsISCG · DFAC

0.6%U0.1%

0.3%EXEL0.1%

0.3%PNFP0.1%

0.2%RVTY0.1%

Held in common12.1%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B
4	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+3.6%	+11.8%	+14.9%	+19.6%	+3.9%	−11.4%	$967M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B
4	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+3.6%	+11.8%	+14.9%	+19.6%	+3.9%	−11.4%	$967M

End-of-day Nov 9, 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

$12,106

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureISCGDFAC

Fee0.06%0.21%

Cost on $10k a year$6$21

Yield0.65%0.88%

5 years, per year+3.9%+11.0%

3 years, per year+19.6%+21.2%

Worst drop · 1Y−11.4%−8.5%

Volatility · 1Y18.8%13.1%

5–1measures won
DFAC first

12.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: ISCG, DFAC, IJR, VTV

Today

37.8%most shared, DFAC and VTV

ISCGDFACIJRVTV

ISCG—12.1%25.0%0.0%

DFAC12.1%—6.4%37.8%

IJR25.0%6.4%—0.0%

VTV0.0%37.8%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IJR$121 − $6 = $115

DFAC$88 − $21 = $67

ISCG$65 − $6 = $59

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee