ISCG vs DFAS

AISCG

BDFAS

Measures won2–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · DFAS $13,932

Lowest cost0.03%VUG · $3 on $10k

Most income1.26%IJH · $126 on $10k

Smallest drop−8.8%IJH · 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

+18.7%3 years · per year$16,721 · $16,215+17.5%

+3.5%5 years · per year$11,876 · $13,932+6.9%

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

0.68%12-mo yield$68 · $104 on $10k1.04%

−11.4%Worst dropSmaller wins−9.4%

18.6%VolatilityLower wins15.8%

2–4DFAS wins

$10,000 · 5 yearsAll four, one 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

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B
4	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.68%	−4.8%	+6.9%	+9.6%	+18.7%	+3.5%	−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

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B
4	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.68%	−4.8%	+6.9%	+9.6%	+18.7%	+3.5%	−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

$11,876

DFAS

Dimensional - US Small Cap

$13,932

MeasureISCGDFAS

Fee0.06%0.30%

Cost on $10k a year$6$30

Yield0.68%1.04%

5 years, per year+3.5%+6.9%

3 years, per year+18.7%+17.5%

Worst drop · 1Y−11.4%−9.4%

Volatility · 1Y18.6%15.8%

4–2measures won
DFAS first

49.7%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ISCG, DFAS, VUG, IJH

Today

49.7%most shared, ISCG and DFAS

ISCGDFASVUGIJH

ISCG—49.7%0.2%39.6%

DFAS49.7%—0.0%40.9%

VUG0.2%0.0%—0.0%

IJH39.6%40.9%0.0%—

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAS$104 − $30 = $74

ISCG$68 − $6 = $62

VUG$43 − $3 = $40

KeptFee

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