VTWV vs DFAS

AVTWV

BDFAS

Measures won5–1VTWV wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · VTWV $14,090

Lowest cost0.03%VUG · $3 on $10k

Most income1.72%VTWV · $172 on $10k

Smallest drop−8.6%VTWV · worst fall in 1Y

Held in common31.3%VTWV and DFAS

VTWV

DFAS

Vanguard Russell 2000 Value ETF · $1.3BDimensional - US Small Cap ETF · $33.7B

+20.4%3 years · per year$17,455 · $16,130+17.3%

+7.1%5 years · per year$14,090 · $13,927+6.8%

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

1.72%12-mo yield$172 · $103 on $10k1.03%

−8.6%Worst dropSmaller wins−9.4%

16.3%VolatilityLower wins15.7%

5–1VTWV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVTWV · DFAS

0.6%UMBF0.2%

0.4%LTH0.2%

0.6%JXN0.2%

0.5%ONB0.2%

Held in common31.3%

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 Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AVTWV	Vanguard Russell 2000 Value ETFRead Desk	0.06%	1.72%	−0.1%	+17.7%	+21.4%	+20.4%	+7.1%	−8.6%	$1.3B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AVTWV	Vanguard Russell 2000 Value ETFRead Desk	0.06%	1.72%	−0.1%	+17.7%	+21.4%	+20.4%	+7.1%	−8.6%	$1.3B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B

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

VTWV vs DFAS

VTWV

Vanguard Russell 2000 Value

$14,090

DFAS

Dimensional - US Small Cap

$13,927

MeasureVTWVDFAS

Fee0.06%0.30%

Cost on $10k a year$6$30

Yield1.72%1.03%

5 years, per year+7.1%+6.8%

3 years, per year+20.4%+17.3%

Worst drop · 1Y−8.6%−9.4%

Volatility · 1Y16.3%15.7%

5–1measures won
VTWV first

31.3%

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$59.7B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: VTWV, DFAS, VUG

Today

31.3%most shared, VTWV and DFAS

VTWVDFASVUG

VTWV—31.3%0.0%

DFAS31.3%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$166most kept, VTWV

VTWV$172 − $6 = $166

DFAS$103 − $30 = $73

VUG$42 − $3 = $39

KeptFee

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