ISCV vs DFAS

AISCV

BDFAS

Measures won6–0ISCV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · ISCV $14,759

Lowest cost0.03%VTV · $3 on $10k

Most income1.91%ISCV · $191 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common56.2%ISCV and DFAS

ISCV

DFAS

iShares Morningstar Small Cap Value ETF · $687MDimensional - US Small Cap ETF · $33.8B

+19.6%3 years · per year$17,116 · $16,215+17.5%

+8.1%5 years · per year$14,759 · $13,932+6.9%

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

1.91%12-mo yield$191 · $104 on $10k1.04%

−9.3%Worst dropSmaller wins−9.4%

14.7%VolatilityLower wins15.8%

6–0ISCV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsISCV · DFAS

0.6%SWKS0.3%

0.5%HALO0.3%

0.4%CCK0.2%

0.3%UMBF0.2%

Held in common56.2%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AISCV	iShares Morningstar Small Cap Value ETFRead Desk	0.06%	1.91%	−2.9%	+15.6%	+21.9%	+19.6%	+8.1%	−9.3%	$687M
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AISCV	iShares Morningstar Small Cap Value ETFRead Desk	0.06%	1.91%	−2.9%	+15.6%	+21.9%	+19.6%	+8.1%	−9.3%	$687M
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B

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

ISCV vs DFAS

ISCV

iShares Morningstar Small Cap Value

$14,759

DFAS

Dimensional - US Small Cap

$13,932

MeasureISCVDFAS

Fee0.06%0.30%

Cost on $10k a year$6$30

Yield1.91%1.04%

5 years, per year+8.1%+6.9%

3 years, per year+19.6%+17.5%

Worst drop · 1Y−9.3%−9.4%

Volatility · 1Y14.7%15.8%

6–0measures won
ISCV first

56.2%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ISCV, DFAS, VTV

Today

56.2%most shared, ISCV and DFAS

ISCVDFASVTV

ISCV—56.2%0.0%

DFAS56.2%—0.1%

VTV0.0%0.1%—

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

Income After Fees on $10,000

$185most kept, ISCV

ISCV$191 − $6 = $185

VTV$186 − $3 = $183

DFAS$104 − $30 = $74

KeptFee

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