SVAL vs DFAC

ASVAL

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income2.25%SVAL · $225 on $10k

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

Held in common1.8%SVAL and DFAC

SVAL

DFAC

iShares US Small Cap Value Factor ETF · $159MDimensional - US Core Equity 2 ETF · $85.7B

+20.1%3 years · per year$17,331 · $17,722+21.0%

+8.2%5 years · per year$14,844 · $16,525+10.6%

0.20%Expense ratio$20 · $21 on $10k · lower wins0.21%

2.25%12-mo yield$225 · $90 on $10k0.90%

−9.0%Worst dropSmaller wins−8.5%

15.4%VolatilityLower wins12.9%

2–4DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSVAL · DFAC

0.7%ANF0.0%

0.5%MATX0.0%

0.4%CNX0.0%

0.4%ASB0.0%

Held in common1.8%

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
4	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.25%	−0.7%	+22.4%	+27.6%	+20.1%	+8.2%	−9.0%	$159M

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
4	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.25%	−0.7%	+22.4%	+27.6%	+20.1%	+8.2%	−9.0%	$159M

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

SVAL vs DFAC

SVAL

iShares US Small Cap Value Factor

$14,844

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureSVALDFAC

Fee0.20%0.21%

Cost on $10k a year$20$21

Yield2.25%0.90%

5 years, per year+8.2%+10.6%

3 years, per year+20.1%+21.0%

Worst drop · 1Y−9.0%−8.5%

Volatility · 1Y15.4%12.9%

4–2measures won
DFAC first

1.8%

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$59.1B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SVAL, DFAC, IWF, VUG

Today

78.0%most shared, IWF and VUG

SVALDFACIWFVUG

SVAL—1.8%0.0%0.0%

DFAC1.8%—40.2%35.7%

IWF0.0%40.2%—78.0%

VUG0.0%35.7%78.0%—

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

Income After Fees on $10,000

$205most kept, SVAL

SVAL$225 − $20 = $205

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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