DFAS vs ISCG

ADFAS

BISCG

Measures won4–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · DFAS $13,932

Lowest cost0.03%VUG · $3 on $10k

Most income1.04%DFAS · $104 on $10k

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

Held in common49.7%DFAS and ISCG

DFAS

ISCG

Dimensional - US Small Cap ETF · $35.2BiShares Morningstar Small-Cap Growth ETF · $974M

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

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

0.30%Expense ratio$30 · $6 on $10k · lower wins0.06%

1.04%12-mo yield$104 · $68 on $10k0.68%

−9.4%Worst dropSmaller wins−11.4%

15.8%VolatilityLower wins18.6%

4–2DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · ISCG

0.2%AIT0.4%

0.2%MOG-A0.3%

0.2%EHC0.3%

0.2%PNFP0.3%

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 Three

5Y3 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	ADFAS	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	BISCG	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 Three

5Y3 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	ADFAS	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	BISCG	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

DFAS vs ISCG

DFAS

Dimensional - US Small Cap

$13,932

ISCG

iShares Morningstar Small-Cap Growth

$11,876

MeasureDFASISCG

Fee0.30%0.06%

Cost on $10k a year$30$6

Yield1.04%0.68%

5 years, per year+6.9%+3.5%

3 years, per year+17.5%+18.7%

Worst drop · 1Y−9.4%−11.4%

Volatility · 1Y15.8%18.6%

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

Today

49.7%most shared, ISCG and DFAS

ISCGDFASVUG

ISCG—49.7%0.2%

DFAS49.7%—0.0%

VUG0.2%0.0%—

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

Income After Fees on $10,000

$74most kept, DFAS

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