SIXS vs DFAS

ASIXS

BDFAS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income1.99%SIXS · $199 on $10k

Smallest drop−9.0%SIXS · worst fall in 1Y

Held in common4.3%SIXS and DFAS

SIXS

DFAS

ETC 6 Meridian Small Cap Equity ETF · $146MDimensional - US Small Cap ETF · $33.7B

+12.7%3 years · per year$14,313 · $16,130+17.3%

+4.6%5 years · per year$12,511 · $13,927+6.8%

0.31%Expense ratio$31 · $30 on $10k · lower wins0.30%

1.99%12-mo yield$199 · $103 on $10k1.03%

−9.0%Worst dropSmaller wins−9.4%

13.1%VolatilityLower wins15.7%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSIXS · DFAS

1.1%JXN0.2%

1.2%PAYC0.2%

1.4%BOX0.2%

1.4%RNG0.1%

Held in common4.3%

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 Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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
4	ASIXS	ETC 6 Meridian Small Cap Equity ETFRead Desk	0.31%	1.99%	−1.3%	+14.0%	+18.2%	+12.7%	+4.6%	−9.0%	$146M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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
4	ASIXS	ETC 6 Meridian Small Cap Equity ETFRead Desk	0.31%	1.99%	−1.3%	+14.0%	+18.2%	+12.7%	+4.6%	−9.0%	$146M

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

SIXS vs DFAS

SIXS

ETC 6 Meridian Small Cap Equity

$12,511

DFAS

Dimensional - US Small Cap

$13,927

MeasureSIXSDFAS

Fee0.31%0.30%

Cost on $10k a year$31$30

Yield1.99%1.03%

5 years, per year+4.6%+6.8%

3 years, per year+12.7%+17.3%

Worst drop · 1Y−9.0%−9.4%

Volatility · 1Y13.1%15.7%

3–3measures won
level

4.3%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SIXS, DFAS, IWF, VUG

Today

78.0%most shared, IWF and VUG

SIXSDFASIWFVUG

SIXS—4.3%0.0%0.0%

DFAS4.3%—1.4%0.0%

IWF0.0%1.4%—78.0%

VUG0.0%0.0%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$168most kept, SIXS

SIXS$199 − $31 = $168

DFAS$103 − $30 = $73

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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