DFAS vs IWF

ADFAS

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,499IWF · DFAS $14,320

Lowest cost0.18%IWF · $18 on $10k

Most income1.01%DFAS · $101 on $10k

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

Held in common1.4%DFAS and IWF

DFAS

IWF

Dimensional - US Small Cap ETF · $34.7BiShares Russell 1000 Growth ETF · $120B

+19.1%3 years · per year$16,881 · $18,494+22.7%

+7.4%5 years · per year$14,320 · $16,499+10.5%

0.30%Expense ratio$30 · $18 on $10k · lower wins0.18%

1.01%12-mo yield$101 · $37 on $10k0.37%

−9.4%Worst dropSmaller wins−15.6%

15.3%VolatilityLower wins18.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · IWF

0.3%HALO0.0%

0.1%IT0.0%

0.1%GDDY0.0%

0.1%MEDP0.0%

Held in common1.4%

End-of-day Nov 3, 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	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.01%	−0.3%	+15.7%	+19.0%	+19.1%	+7.4%	−9.4%	$34.7B
3	QSML	WisdomTree U.S. SmallCap Quality Growth FundRead Desk	0.38%	0.52%	−0.4%	+20.2%	+23.5%	new	new	−10.7%	$13M

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

All Three

5Y3 funds

#
1	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.01%	−0.3%	+15.7%	+19.0%	+19.1%	+7.4%	−9.4%	$34.7B
3	QSML	WisdomTree U.S. SmallCap Quality Growth FundRead Desk	0.38%	0.52%	−0.4%	+20.2%	+23.5%	new	new	−10.7%	$13M

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

Cards for this view

DFAS vs IWF

DFAS

Dimensional - US Small Cap

$14,320

IWF

iShares Russell 1000 Growth

$16,499

MeasureDFASIWF

Fee0.30%0.18%

Cost on $10k a year$30$18

Yield1.01%0.37%

5 years, per year+7.4%+10.5%

3 years, per year+19.1%+22.7%

Worst drop · 1Y−9.4%−15.6%

Volatility · 1Y15.3%18.3%

3–3measures won
level

1.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: QSML, DFAS, IWF

Today

19.0%most shared, QSML and DFAS

QSMLDFASIWF

QSML—19.0%0.1%

DFAS19.0%—1.4%

IWF0.1%1.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$71most kept, DFAS

DFAS$101 − $30 = $71

IWF$37 − $18 = $19

QSML$52 − $38 = $14

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee