ISCV vs DFAS

AISCV

BDFAS

Measures won6–0ISCV wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IWF $15,892

Lowest cost0.03%VUG · $3 on $10k

Most income1.86%ISCV · $186 on $10k

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

Held in common56.1%ISCV and DFAS

ISCV

DFAS

iShares Morningstar Small Cap Value ETF · $702MDimensional - US Small Cap ETF · $34.7B

+19.1%3 years · per year$16,902 · $16,239+17.5%

+8.2%5 years · per year$14,806 · $14,033+7.0%

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%

14.8%VolatilityLower wins15.9%

6–0ISCV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsISCV · DFAS

0.6%SWKS0.3%

0.4%CCK0.3%

0.4%SJM0.2%

0.3%UMBF0.2%

Held in common56.1%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	AISCV	iShares Morningstar Small Cap Value ETFRead Desk	0.06%	1.86%	+2.9%	+18.6%	+24.9%	+19.1%	+8.2%	−9.3%	$702M
4	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	AISCV	iShares Morningstar Small Cap Value ETFRead Desk	0.06%	1.86%	+2.9%	+18.6%	+24.9%	+19.1%	+8.2%	−9.3%	$702M
4	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B

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

ISCV vs DFAS

ISCV

iShares Morningstar Small Cap Value

$14,806

DFAS

Dimensional - US Small Cap

$14,033

MeasureISCVDFAS

Fee0.06%0.30%

Cost on $10k a year$6$30

Yield1.86%1.00%

5 years, per year+8.2%+7.0%

3 years, per year+19.1%+17.5%

Worst drop · 1Y−9.3%−9.4%

Volatility · 1Y14.8%15.9%

6–0measures won
ISCV first

56.1%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

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: ISCV, DFAS, IWF, VUG

Today

78.1%most shared, IWF and VUG

ISCVDFASIWFVUG

ISCV—56.1%0.4%0.0%

DFAS56.1%—1.4%0.0%

IWF0.4%1.4%—78.1%

VUG0.0%0.0%78.1%—

End-of-day Nov 9, 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

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

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