SMLF vs IWF

ASMLF

BIWF

Measures won6–0SMLF wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · SMLF $15,942

Lowest cost0.15%SMLF · $15 on $10k

Most income0.98%SMLF · $98 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common2.9%SMLF and IWF

SMLF

IWF

iShares U.S. Small-Cap Equity Factor ETF · $4.2BiShares Russell 1000 Growth ETF · $115B

+21.4%3 years · per year$17,876 · $17,207+19.8%

+9.8%5 years · per year$15,942 · $15,892+9.7%

0.15%Expense ratio$15 · $18 on $10k · lower wins0.18%

0.98%12-mo yield$98 · $38 on $10k0.38%

−8.7%Worst dropSmaller wins−14.6%

17.5%VolatilityLower wins19.5%

6–0SMLF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMLF · IWF

0.8%EME0.1%

0.6%TPR0.1%

0.5%P0.1%

0.6%JBL0.1%

Held in common2.9%

End-of-day Nov 9, 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	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	0.98%	+3.3%	+16.0%	+19.5%	+21.4%	+9.8%	−8.7%	$4.2B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	0.98%	+3.3%	+16.0%	+19.5%	+21.4%	+9.8%	−8.7%	$4.2B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SMLF vs IWF

SMLF

iShares U.S. Small-Cap Equity Factor

$15,942

IWF

iShares Russell 1000 Growth

$15,892

MeasureSMLFIWF

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield0.98%0.38%

5 years, per year+9.8%+9.7%

3 years, per year+21.4%+19.8%

Worst drop · 1Y−8.7%−14.6%

Volatility · 1Y17.5%19.5%

6–0measures won
SMLF first

2.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SMLF, IWF, DFAC

Today

40.3%most shared, IWF and DFAC

SMLFIWFDFAC

SMLF—2.9%14.9%

IWF2.9%—40.3%

DFAC14.9%40.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$83most kept, SMLF

SMLF$98 − $15 = $83

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee