RZG vs DFAS

ARZG

BDFAS

Measures won0–6DFAS wins · 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 common8.7%RZG and DFAS

RZG

DFAS

Invesco S&P SmallCap 600 Revenue ETF · $119MDimensional - US Small Cap ETF · $33.8B

+17.0%3 years · per year$16,004 · $16,130+17.3%

+2.5%5 years · per year$11,301 · $13,927+6.8%

0.35%Expense ratio$35 · $30 on $10k · lower wins0.30%

0.60%12-mo yield$60 · $103 on $10k1.03%

−17.8%Worst dropSmaller wins−9.4%

19.4%VolatilityLower wins15.7%

0–6DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRZG · DFAS

1.0%URBN0.2%

0.8%ETSY0.2%

0.6%AWI0.2%

0.8%ESE0.2%

Held in common8.7%

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	IWF	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	ARZG	Invesco S&P SmallCap 600 Revenue ETFRead Desk	0.35%	0.60%	+1.0%	+11.4%	+11.8%	+17.0%	+2.5%	−17.8%	$119M

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	IWF	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	ARZG	Invesco S&P SmallCap 600 Revenue ETFRead Desk	0.35%	0.60%	+1.0%	+11.4%	+11.8%	+17.0%	+2.5%	−17.8%	$119M

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

RZG vs DFAS

RZG

Invesco S&P SmallCap 600 Revenue

$11,301

DFAS

Dimensional - US Small Cap

$13,927

MeasureRZGDFAS

Fee0.35%0.30%

Cost on $10k a year$35$30

Yield0.60%1.03%

5 years, per year+2.5%+6.8%

3 years, per year+17.0%+17.3%

Worst drop · 1Y−17.8%−9.4%

Volatility · 1Y19.4%15.7%

6–0measures won
DFAS first

8.7%

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: RZG, DFAS, IWF

Today

8.7%most shared, RZG and DFAS

RZGDFASIWF

RZG—8.7%0.1%

DFAS8.7%—1.4%

IWF0.1%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

RZG$60 − $35 = $25

IWF$39 − $18 = $21

KeptFee

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