SAWS vs DFAS

ASAWS

BDFAS

Measures won0–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · DFAS $14,758

Lowest cost0.18%IWF · $18 on $10k

Most income1.00%DFAS · $100 on $10k

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

Held in common6.0%SAWS and DFAS

SAWS

DFAS

AAM Sawgrass U.S. Small Cap Quality Growth ETF · $7MDimensional - US Small Cap ETF · $35.2B

[…]3 years · per year[…] · $16,976+19.3%

[…]5 years · per year[…] · $14,758+8.1%

0.55%Expense ratio$55 · $30 on $10k · lower wins0.30%

0.02%12-mo yield$2 · $100 on $10k1.00%

−15.4%Worst dropSmaller wins−9.4%

18.3%VolatilityLower wins15.3%

0–4DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSAWS · DFAS

1.2%HALO0.3%

1.5%AIT0.3%

0.5%URBN0.2%

1.6%AEIS0.2%

Held in common6.0%

End-of-day Nov 4, 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%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
3	ASAWS	AAM Sawgrass U.S. Small Cap Quality Growth ETFRead Desk	0.55%	0.02%	−0.1%	+5.9%	+6.6%	new	new	−15.4%	$7M

End-of-day Nov 4, 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%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
3	ASAWS	AAM Sawgrass U.S. Small Cap Quality Growth ETFRead Desk	0.55%	0.02%	−0.1%	+5.9%	+6.6%	new	new	−15.4%	$7M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SAWS vs DFAS

SAWS

AAM Sawgrass U.S. Small Cap Quality Growth

[…]

DFAS

Dimensional - US Small Cap

$14,758

MeasureSAWSDFAS

Fee0.55%0.30%

Cost on $10k a year$55$30

Yield0.02%1.00%

5 years, per year[…]+8.1%

3 years, per year[…]+19.3%

Worst drop · 1Y−15.4%−9.4%

Volatility · 1Y18.3%15.3%

4–0measures won
DFAS first

6.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SAWS, DFAS, IWF

Today

6.0%most shared, SAWS and DFAS

SAWSDFASIWF

SAWS—6.0%0.1%

DFAS6.0%—1.4%

IWF0.1%1.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

IWF$37 − $18 = $19

SAWS$2 − $55 = −$53

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee