IWF vs DFAS

AIWF

BDFAS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,559IWF · DFAS $14,758

Lowest cost0.18%IWF · $18 on $10k

Most income1.00%DFAS · $100 on $10k

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

Held in common1.4%IWF and DFAS

IWF

DFAS

iShares Russell 1000 Growth ETF · $120BDimensional - US Small Cap ETF · $34.7B

+22.3%3 years · per year$18,310 · $16,976+19.3%

+10.6%5 years · per year$16,559 · $14,758+8.1%

0.18%Expense ratio$18 · $30 on $10k · lower wins0.30%

0.37%12-mo yield$37 · $100 on $10k1.00%

−15.6%Worst dropSmaller wins−9.4%

18.3%VolatilityLower wins15.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIWF · DFAS

0.0%HALO0.3%

0.0%MEDP0.1%

0.0%MANH0.2%

0.0%GDDY0.1%

Held in common1.4%

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	AIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
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	AIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
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

IWF vs DFAS

IWF

iShares Russell 1000 Growth

$16,559

DFAS

Dimensional - US Small Cap

$14,758

MeasureIWFDFAS

Fee0.18%0.30%

Cost on $10k a year$18$30

Yield0.37%1.00%

5 years, per year+10.6%+8.1%

3 years, per year+22.3%+19.3%

Worst drop · 1Y−15.6%−9.4%

Volatility · 1Y18.3%15.3%

3–3measures won
level

1.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

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

Overlap: IWF, DFAS

Today

1.4%most shared, IWF and DFAS

IWFDFAS

IWF—1.4%

DFAS1.4%—

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

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

IWF$37 − $18 = $19

KeptFee

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