DFAS vs IWF

ADFAS

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,330IWF · SQLV $14,355

Lowest cost0.18%IWF · $18 on $10k

Most income1.04%DFAS · $104 on $10k

Smallest drop−7.7%SQLV · worst fall in 1Y

Held in common1.4%DFAS and IWF

DFAS

IWF

Dimensional - US Small Cap ETF · $35.2BiShares Russell 1000 Growth ETF · $121B

+17.5%3 years · per year$16,215 · $17,073+19.5%

+6.9%5 years · per year$13,932 · $15,330+8.9%

0.30%Expense ratio$30 · $18 on $10k · lower wins0.18%

1.04%12-mo yield$104 · $39 on $10k0.39%

−9.4%Worst dropSmaller wins−14.6%

15.8%VolatilityLower wins19.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · IWF

0.3%HALO0.0%

0.2%MANH0.0%

0.1%GDDY0.0%

0.1%MEDP0.0%

Held in common1.4%

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	BIWF	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	SQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$41M
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B

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	BIWF	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	SQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.03%	−4.0%	+22.6%	+28.3%	+16.8%	+7.5%	−7.7%	$41M
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B

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

DFAS vs IWF

DFAS

Dimensional - US Small Cap

$13,932

IWF

iShares Russell 1000 Growth

$15,330

MeasureDFASIWF

Fee0.30%0.18%

Cost on $10k a year$30$18

Yield1.04%0.39%

5 years, per year+6.9%+8.9%

3 years, per year+17.5%+19.5%

Worst drop · 1Y−9.4%−14.6%

Volatility · 1Y15.8%19.3%

3–3measures won
level

1.4%

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: SQLV, DFAS, IWF

Today

10.4%most shared, SQLV and DFAS

SQLVDFASIWF

SQLV—10.4%0.0%

DFAS10.4%—1.4%

IWF0.0%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

SQLV$103 − $60 = $43

IWF$39 − $18 = $21

KeptFee

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