RZV vs DFAS

ARZV

BDFAS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,649RZV · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income1.45%RZV · $145 on $10k

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

Held in common7.1%RZV and DFAS

RZV

DFAS

Invesco S&P SmallCap 600 Pure Value ETF · $291MDimensional - US Small Cap ETF · $33.7B

+20.0%3 years · per year$17,273 · $16,130+17.3%

+9.4%5 years · per year$15,649 · $13,927+6.8%

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

1.45%12-mo yield$145 · $103 on $10k1.03%

−12.6%Worst dropSmaller wins−9.4%

19.0%VolatilityLower wins15.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRZV · DFAS

0.6%JXN0.2%

0.7%MHK0.2%

0.4%MATX0.2%

1.0%CAG0.2%

Held in common7.1%

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	ARZV	Invesco S&P SmallCap 600 Pure Value ETFRead Desk	0.35%	1.45%	−1.5%	+19.9%	+22.8%	+20.0%	+9.4%	−12.6%	$291M
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B

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	ARZV	Invesco S&P SmallCap 600 Pure Value ETFRead Desk	0.35%	1.45%	−1.5%	+19.9%	+22.8%	+20.0%	+9.4%	−12.6%	$291M
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B

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

RZV vs DFAS

RZV

Invesco S&P SmallCap 600 Pure Value

$15,649

DFAS

Dimensional - US Small Cap

$13,927

MeasureRZVDFAS

Fee0.35%0.30%

Cost on $10k a year$35$30

Yield1.45%1.03%

5 years, per year+9.4%+6.8%

3 years, per year+20.0%+17.3%

Worst drop · 1Y−12.6%−9.4%

Volatility · 1Y19.0%15.7%

3–3measures won
level

7.1%

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: RZV, DFAS, IWF

Today

7.1%most shared, RZV and DFAS

RZVDFASIWF

RZV—7.1%0.0%

DFAS7.1%—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

$110most kept, RZV

RZV$145 − $35 = $110

DFAS$103 − $30 = $73

IWF$39 − $18 = $21

KeptFee

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