SMMV vs DFAS

ASMMV

BDFAS

Measures won4–2SMMV wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · DFAS $13,932

Lowest cost0.18%IWF · $18 on $10k

Most income1.57%SMMV · $157 on $10k

Smallest drop−7.0%SMMV · worst fall in 1Y

Held in common26.6%SMMV and DFAS

SMMV

DFAS

iShares MSCI USA Small-Cap Min Vol Factor ETF · $285MDimensional - US Small Cap ETF · $35.2B

+15.1%3 years · per year$15,234 · $16,215+17.5%

+6.0%5 years · per year$13,412 · $13,932+6.9%

0.20%Expense ratio$20 · $30 on $10k · lower wins0.30%

1.57%12-mo yield$157 · $104 on $10k1.04%

−7.0%Worst dropSmaller wins−9.4%

9.8%VolatilityLower wins15.8%

4–2SMMV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMMV · DFAS

0.4%HALO0.3%

0.3%CCK0.2%

0.6%SJM0.2%

1.1%BJ0.2%

Held in common26.6%

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	ASMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.57%	−2.0%	+9.6%	+13.3%	+15.1%	+6.0%	−7.0%	$285M

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	ASMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.57%	−2.0%	+9.6%	+13.3%	+15.1%	+6.0%	−7.0%	$285M

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

SMMV vs DFAS

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,413

DFAS

Dimensional - US Small Cap

$13,932

MeasureSMMVDFAS

Fee0.20%0.30%

Cost on $10k a year$20$30

Yield1.57%1.04%

5 years, per year+6.0%+6.9%

3 years, per year+15.1%+17.5%

Worst drop · 1Y−7.0%−9.4%

Volatility · 1Y9.8%15.8%

4–2measures won
SMMV first

26.6%

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: SMMV, DFAS, IWF

Today

26.6%most shared, SMMV and DFAS

SMMVDFASIWF

SMMV—26.6%0.6%

DFAS26.6%—1.4%

IWF0.6%1.4%—

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

Income After Fees on $10,000

$137most kept, SMMV

SMMV$157 − $20 = $137

DFAS$104 − $30 = $74

IWF$39 − $18 = $21

KeptFee

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