IWN vs DFAS

AIWN

BDFAS

Measures won4–2IWN wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · DFAS $14,033

Lowest cost0.03%VO · $3 on $10k

Most income1.51%IWN · $151 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common31.3%IWN and DFAS

IWN

DFAS

iShares Russell 2000 Value ETF · $13.9BDimensional - US Small Cap ETF · $33.7B

+19.8%3 years · per year$17,178 · $16,239+17.5%

+6.8%5 years · per year$13,925 · $14,033+7.0%

0.24%Expense ratio$24 · $30 on $10k · lower wins0.30%

1.51%12-mo yield$151 · $100 on $10k1.00%

−8.5%Worst dropSmaller wins−9.4%

16.0%VolatilityLower wins15.9%

4–2IWN wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIWN · DFAS

0.6%UMBF0.2%

0.5%LTH0.2%

0.2%URBN0.2%

0.6%JXN0.2%

Held in common31.3%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$33.7B
3	AIWN	iShares Russell 2000 Value ETFRead Desk	0.24%	1.51%	+2.5%	+20.4%	+25.7%	+19.8%	+6.8%	−8.5%	$13.9B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$33.7B
3	AIWN	iShares Russell 2000 Value ETFRead Desk	0.24%	1.51%	+2.5%	+20.4%	+25.7%	+19.8%	+6.8%	−8.5%	$13.9B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

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

IWN vs DFAS

IWN

iShares Russell 2000 Value

$13,925

DFAS

Dimensional - US Small Cap

$14,033

MeasureIWNDFAS

Fee0.24%0.30%

Cost on $10k a year$24$30

Yield1.51%1.00%

5 years, per year+6.8%+7.0%

3 years, per year+19.8%+17.5%

Worst drop · 1Y−8.5%−9.4%

Volatility · 1Y16.0%15.9%

4–2measures won
IWN first

31.3%

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$59.7B

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%

$120BAssets$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: IWN, DFAS, VO, IWF

Today

31.3%most shared, IWN and DFAS

IWNDFASVOIWF

IWN—31.3%0.0%0.0%

DFAS31.3%—0.1%1.4%

VO0.0%0.1%—9.2%

IWF0.0%1.4%9.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IWN$151 − $24 = $127

DFAS$100 − $30 = $70

IWF$38 − $18 = $20

KeptFee

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