IWF vs DFAS

AIWF

BDFAS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,441IWF · DFAS $13,927

Lowest cost0.18%IWF · $18 on $10k

Most income1.03%DFAS · $103 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 · $113BDimensional - US Small Cap ETF · $33.8B

+19.4%3 years · per year$17,022 · $16,130+17.3%

+9.1%5 years · per year$15,442 · $13,927+6.8%

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

0.39%12-mo yield$39 · $103 on $10k1.03%

−14.6%Worst dropSmaller wins−9.4%

19.4%VolatilityLower wins15.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWF · DFAS

0.1%GDDY0.1%

0.0%MANH0.2%

0.0%HALO0.2%

0.0%MEDP0.1%

Held in common1.4%

End-of-day Nov 6, 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	AIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
3	JSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk	0.30%	0.32%	−4.6%	+15.1%	+15.9%	+21.7%	+5.5%	−14.8%	$377M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
3	JSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk	0.30%	0.32%	−4.6%	+15.1%	+15.9%	+21.7%	+5.5%	−14.8%	$377M

End-of-day Nov 6, 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

$15,442

DFAS

Dimensional - US Small Cap

$13,927

MeasureIWFDFAS

Fee0.18%0.30%

Cost on $10k a year$18$30

Yield0.39%1.03%

5 years, per year+9.1%+6.8%

3 years, per year+19.4%+17.3%

Worst drop · 1Y−14.6%−9.4%

Volatility · 1Y19.4%15.7%

3–3measures won
level

1.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: JSML, DFAS, IWF

Today

7.6%most shared, JSML and DFAS

JSMLDFASIWF

JSML—7.6%0.0%

DFAS7.6%—1.4%

IWF0.0%1.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$73most kept, DFAS

DFAS$103 − $30 = $73

IWF$39 − $18 = $21

JSML$32 − $30 = $2

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee