ISCG vs DFAS

AISCG

BDFAS

Measures won2–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$13,932DFAS · ISCG $11,876

Lowest cost0.06%ISCG · $6 on $10k

Most income1.00%DFAS · $100 on $10k

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

Held in common49.7%ISCG and DFAS

ISCG

DFAS

iShares Morningstar Small-Cap Growth ETF · $974MDimensional - US Small Cap ETF · $35.2B

+21.2%3 years · per year$17,783 · $16,976+19.3%

+5.0%5 years · per year$12,768 · $14,758+8.1%

0.06%Expense ratio$6 · $30 on $10k · lower wins0.30%

0.65%12-mo yield$65 · $100 on $10k1.00%

−11.4%Worst dropSmaller wins−9.4%

18.0%VolatilityLower wins15.3%

2–4DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsISCG · DFAS

0.4%AIT0.2%

0.3%MOG-A0.2%

0.3%EHC0.2%

0.3%PNFP0.2%

Held in common49.7%

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

Both

5Y2 funds

#			Trend
1	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
2	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk		0.06%	0.65%	+0.7%	+12.3%	+13.0%	+21.2%	+5.0%	−11.4%	$974M

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

Both

5Y2 funds

#			Trend
1	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
2	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk		0.06%	0.65%	+0.7%	+12.3%	+13.0%	+21.2%	+5.0%	−11.4%	$974M

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

Cards for this view

ISCG vs DFAS

ISCG

iShares Morningstar Small-Cap Growth

$12,768

DFAS

Dimensional - US Small Cap

$14,758

MeasureISCGDFAS

Fee0.06%0.30%

Cost on $10k a year$6$30

Yield0.65%1.00%

5 years, per year+5.0%+8.1%

3 years, per year+21.2%+19.3%

Worst drop · 1Y−11.4%−9.4%

Volatility · 1Y18.0%15.3%

4–2measures won
DFAS first

49.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ISCG, DFAS

Today

49.7%most shared, ISCG and DFAS

ISCGDFAS

ISCG—49.7%

DFAS49.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

ISCG$65 − $6 = $59

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee