RWJ vs DFAS

ARWJ

BDFAS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,470RWJ · IWF $15,330

Lowest cost0.18%IWF · $18 on $10k

Most income1.11%RWJ · $111 on $10k

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

Held in common30.3%RWJ and DFAS

RWJ

DFAS

Invesco S&P SmallCap 600 Revenue ETF · $2.1BDimensional - US Small Cap ETF · $35.2B

+21.1%3 years · per year$17,778 · $16,215+17.5%

+9.1%5 years · per year$15,470 · $13,932+6.9%

0.39%Expense ratio$39 · $30 on $10k · lower wins0.30%

1.11%12-mo yield$111 · $104 on $10k1.04%

−11.3%Worst dropSmaller wins−9.4%

17.4%VolatilityLower wins15.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRWJ · DFAS

0.5%URBN0.2%

0.2%LTH0.2%

0.4%JXN0.2%

0.8%MHK0.2%

Held in common30.3%

End-of-day Nov 5, 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	ARWJ	Invesco S&P SmallCap 600 Revenue ETFRead Desk	0.39%	1.11%	−3.3%	+21.0%	+25.6%	+21.1%	+9.1%	−11.3%	$2.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B

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

All Three

5Y3 funds

#
1	ARWJ	Invesco S&P SmallCap 600 Revenue ETFRead Desk	0.39%	1.11%	−3.3%	+21.0%	+25.6%	+21.1%	+9.1%	−11.3%	$2.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B

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

Cards for this view

RWJ vs DFAS

RWJ

Invesco S&P SmallCap 600 Revenue

$15,470

DFAS

Dimensional - US Small Cap

$13,932

MeasureRWJDFAS

Fee0.39%0.30%

Cost on $10k a year$39$30

Yield1.11%1.04%

5 years, per year+9.1%+6.9%

3 years, per year+21.1%+17.5%

Worst drop · 1Y−11.3%−9.4%

Volatility · 1Y17.4%15.8%

3–3measures won
level

30.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: RWJ, DFAS, IWF

Today

30.3%most shared, RWJ and DFAS

RWJDFASIWF

RWJ—30.3%0.1%

DFAS30.3%—1.4%

IWF0.1%1.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$74most kept, DFAS

DFAS$104 − $30 = $74

RWJ$111 − $39 = $72

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee