ISCV vs DFAS

AISCV

BDFAS

Measures won6–0ISCV wins · of 6 · 5Y

$10,000 · 5Y$15,401ISCV · DFAS $14,758

Lowest cost0.06%ISCV · $6 on $10k

Most income1.86%ISCV · $186 on $10k

Smallest drop−9.3%ISCV · worst fall in 1Y

Held in common55.8%ISCV and DFAS

ISCV

DFAS

iShares Morningstar Small Cap Value ETF · $693MDimensional - US Small Cap ETF · $34.7B

+21.1%3 years · per year$17,752 · $16,976+19.3%

+9.0%5 years · per year$15,401 · $14,758+8.1%

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

1.86%12-mo yield$186 · $100 on $10k1.00%

−9.3%Worst dropSmaller wins−9.4%

14.4%VolatilityLower wins15.3%

6–0ISCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsISCV · DFAS

0.6%SWKS0.3%

0.5%HALO0.3%

0.4%CCK0.2%

0.5%CRL0.2%

Held in common55.8%

End-of-day Nov 4, 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	AISCV	iShares Morningstar Small Cap Value ETFRead Desk		0.06%	1.86%	+2.1%	+19.1%	+24.1%	+21.1%	+9.0%	−9.3%	$693M
2	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AISCV	iShares Morningstar Small Cap Value ETFRead Desk		0.06%	1.86%	+2.1%	+19.1%	+24.1%	+21.1%	+9.0%	−9.3%	$693M
2	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ISCV vs DFAS

ISCV

iShares Morningstar Small Cap Value

$15,401

DFAS

Dimensional - US Small Cap

$14,758

MeasureISCVDFAS

Fee0.06%0.30%

Cost on $10k a year$6$30

Yield1.86%1.00%

5 years, per year+9.0%+8.1%

3 years, per year+21.1%+19.3%

Worst drop · 1Y−9.3%−9.4%

Volatility · 1Y14.4%15.3%

6–0measures won
ISCV first

55.8%

holdings shared

Nov 4, 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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ISCV, DFAS

Today

55.8%most shared, ISCV and DFAS

ISCVDFAS

ISCV—55.8%

DFAS55.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, ISCV

ISCV$186 − $6 = $180

DFAS$100 − $30 = $70

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee