SCHA vs DFAS

ASCHA

BDFAS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,330IWF · DFAS $13,932

Lowest cost0.03%SCHA · $3 on $10k

Most income1.15%SCHA · $115 on $10k

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

Held in common66.3%SCHA and DFAS

SCHA

DFAS

Schwab U.S. Small-Cap ETF · $22.4BDimensional - US Small Cap ETF · $35.2B

+20.0%3 years · per year$17,285 · $16,215+17.5%

+5.7%5 years · per year$13,171 · $13,932+6.9%

0.03%Expense ratio$3 · $30 on $10k · lower wins0.30%

1.15%12-mo yield$115 · $104 on $10k1.04%

−11.2%Worst dropSmaller wins−9.4%

19.1%VolatilityLower wins15.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHA · DFAS

0.4%HALO0.3%

0.2%UMBF0.2%

0.2%SSB0.2%

0.2%WTFC0.2%

Held in common66.3%

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	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
2	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
3	ASCHA	Schwab U.S. Small-Cap ETFRead Desk	0.03%	1.15%	−4.3%	+13.7%	+18.2%	+20.0%	+5.7%	−11.2%	$22.4B

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	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
2	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
3	ASCHA	Schwab U.S. Small-Cap ETFRead Desk	0.03%	1.15%	−4.3%	+13.7%	+18.2%	+20.0%	+5.7%	−11.2%	$22.4B

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

SCHA vs DFAS

SCHA

Schwab U.S. Small-Cap

$13,171

DFAS

Dimensional - US Small Cap

$13,932

MeasureSCHADFAS

Fee0.03%0.30%

Cost on $10k a year$3$30

Yield1.15%1.04%

5 years, per year+5.7%+6.9%

3 years, per year+20.0%+17.5%

Worst drop · 1Y−11.2%−9.4%

Volatility · 1Y19.1%15.8%

3–3measures won
level

66.3%

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: SCHA, DFAS, IWF

Today

66.3%most shared, SCHA and DFAS

SCHADFASIWF

SCHA—66.3%0.7%

DFAS66.3%—1.4%

IWF0.7%1.4%—

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

Income After Fees on $10,000

$112most kept, SCHA

SCHA$115 − $3 = $112

DFAS$104 − $30 = $74

IWF$39 − $18 = $21

KeptFee

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