DFAS vs IWF

ADFAS

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,441IWF · DFAS $13,927

Lowest cost0.08%RSSL · $8 on $10k

Most income1.37%RSSL · $137 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 · $33.7BiShares Russell 1000 Growth ETF · $115B

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

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

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

1.03%12-mo yield$103 · $39 on $10k0.39%

−9.4%Worst dropSmaller wins−14.6%

15.7%VolatilityLower wins19.4%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · IWF

0.1%GDDY0.1%

0.2%MANH0.0%

0.2%HALO0.0%

0.1%MEDP0.0%

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	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	RSSL	Global X - Russell 2000 ETFRead Desk	0.08%	1.37%	+1.2%	+11.9%	+13.0%	new	new	−11.1%	$1.5B

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	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	RSSL	Global X - Russell 2000 ETFRead Desk	0.08%	1.37%	+1.2%	+11.9%	+13.0%	new	new	−11.1%	$1.5B

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

DFAS vs IWF

DFAS

Dimensional - US Small Cap

$13,927

IWF

iShares Russell 1000 Growth

$15,442

MeasureDFASIWF

Fee0.30%0.18%

Cost on $10k a year$30$18

Yield1.03%0.39%

5 years, per year+6.8%+9.1%

3 years, per year+17.3%+19.4%

Worst drop · 1Y−9.4%−14.6%

Volatility · 1Y15.7%19.4%

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$59.7B

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: RSSL, DFAS, IWF

Today

49.8%most shared, RSSL and DFAS

RSSLDFASIWF

RSSL—49.8%0.0%

DFAS49.8%—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

$129most kept, RSSL

RSSL$137 − $8 = $129

DFAS$103 − $30 = $73

IWF$39 − $18 = $21

KeptFee

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