VTWG vs DFAS

AVTWG

BDFAS

Measures won2–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$14,320DFAS · VTWG $11,971

Lowest cost0.06%VTWG · $6 on $10k

Most income1.01%DFAS · $101 on $10k

Smallest drop−9.4%DFAS · worst fall in 1Y

Held in common27.4%VTWG and DFAS

VTWG

DFAS

Vanguard Russell 2000 Growth ETF · $1.4BDimensional - US Small Cap ETF · $34.7B

+20.8%3 years · per year$17,638 · $16,881+19.1%

+3.7%5 years · per year$11,971 · $14,320+7.4%

0.06%Expense ratio$6 · $30 on $10k · lower wins0.30%

0.68%12-mo yield$68 · $101 on $10k1.01%

−14.9%Worst dropSmaller wins−9.4%

22.1%VolatilityLower wins15.3%

2–4DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTWG · DFAS

0.7%MOG-A0.3%

0.6%IDCC0.2%

0.5%EAT0.2%

0.5%HQY0.2%

Held in common27.4%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.01%	−0.3%	+15.7%	+19.0%	+19.1%	+7.4%	−9.4%	$34.7B
2	AVTWG	Vanguard Russell 2000 Growth ETFRead Desk		0.06%	0.68%	+1.0%	+9.4%	+7.2%	+20.8%	+3.7%	−14.9%	$1.4B

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

Both

5Y2 funds

#			Trend
1	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.01%	−0.3%	+15.7%	+19.0%	+19.1%	+7.4%	−9.4%	$34.7B
2	AVTWG	Vanguard Russell 2000 Growth ETFRead Desk		0.06%	0.68%	+1.0%	+9.4%	+7.2%	+20.8%	+3.7%	−14.9%	$1.4B

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

Cards for this view

VTWG vs DFAS

VTWG

Vanguard Russell 2000 Growth

$11,971

DFAS

Dimensional - US Small Cap

$14,320

MeasureVTWGDFAS

Fee0.06%0.30%

Cost on $10k a year$6$30

Yield0.68%1.01%

5 years, per year+3.7%+7.4%

3 years, per year+20.8%+19.1%

Worst drop · 1Y−14.9%−9.4%

Volatility · 1Y22.1%15.3%

4–2measures won
DFAS first

27.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: VTWG, DFAS

Today

27.4%most shared, VTWG and DFAS

VTWGDFAS

VTWG—27.4%

DFAS27.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$71most kept, DFAS

DFAS$101 − $30 = $71

VTWG$68 − $6 = $62

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee