SEIS vs DFAS

ASEIS

BDFAS

Measures won0–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · DFAS $13,932

Lowest cost0.18%IWF · $18 on $10k

Most income1.04%DFAS · $104 on $10k

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

Held in common22.7%SEIS and DFAS

SEIS

DFAS

SEI Exchange Traded Funds - SEI Select Small Cap ETF · $634MDimensional - US Small Cap ETF · $35.2B

[…]3 years · per year[…] · $16,215+17.5%

[…]5 years · per year[…] · $13,932+6.9%

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

0.33%12-mo yield$33 · $104 on $10k1.04%

−11.2%Worst dropSmaller wins−9.4%

18.9%VolatilityLower wins15.8%

0–4DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSEIS · DFAS

0.7%UMBF0.2%

1.2%URBN0.2%

0.6%RGEN0.2%

0.3%IDCC0.2%

Held in common22.7%

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	ASEIS	SEI Exchange Traded Funds - SEI Select Small Cap ETFRead Desk	0.55%	0.33%	−4.7%	+10.1%	+14.4%	new	new	−11.2%	$634M

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	ASEIS	SEI Exchange Traded Funds - SEI Select Small Cap ETFRead Desk	0.55%	0.33%	−4.7%	+10.1%	+14.4%	new	new	−11.2%	$634M

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

SEIS vs DFAS

SEIS

SEI Exchange Traded Funds - SEI Select Small Cap

[…]

DFAS

Dimensional - US Small Cap

$13,932

MeasureSEISDFAS

Fee0.55%0.30%

Cost on $10k a year$55$30

Yield0.33%1.04%

5 years, per year[…]+6.9%

3 years, per year[…]+17.5%

Worst drop · 1Y−11.2%−9.4%

Volatility · 1Y18.9%15.8%

4–0measures won
DFAS first

22.7%

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: SEIS, DFAS, IWF

Today

22.7%most shared, SEIS and DFAS

SEISDFASIWF

SEIS—22.7%0.7%

DFAS22.7%—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

$74most kept, DFAS

DFAS$104 − $30 = $74

IWF$39 − $18 = $21

SEIS$33 − $55 = −$22

KeptFee

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