DFAC vs IJH

ADFAC

BIJH

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · IJH $14,620

Lowest cost0.05%IJH · $5 on $10k

Most income1.21%IJH · $121 on $10k

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

Held in common11.5%DFAC and IJH

DFAC

IJH

Dimensional - US Core Equity 2 ETF · $89.2BiShares Core S&P Mid-Cap ETF · $125B

+23.2%3 years · per year$18,682 · $16,594+18.4%

+11.7%5 years · per year$17,417 · $14,620+7.9%

0.21%Expense ratio$21 · $5 on $10k · lower wins0.05%

0.87%12-mo yield$87 · $121 on $10k1.21%

−8.5%Worst dropSmaller wins−8.8%

12.3%VolatilityLower wins15.0%

4–2DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · IJH

0.1%USFD0.6%

0.1%ATI0.7%

0.1%SN0.5%

0.1%THC0.6%

Held in common11.5%

End-of-day Nov 4, 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	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs IJH

DFAC

Dimensional - US Core Equity 2

$17,417

IJH

iShares Core S&P Mid-Cap

$14,620

MeasureDFACIJH

Fee0.21%0.05%

Cost on $10k a year$21$5

Yield0.87%1.21%

5 years, per year+11.7%+7.9%

3 years, per year+23.2%+18.4%

Worst drop · 1Y−8.5%−8.8%

Volatility · 1Y12.3%15.0%

4–2measures won
DFAC first

11.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAC, IJH

Today

11.5%most shared, DFAC and IJH

DFACIJH

DFAC—11.5%

IJH11.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFAC$87 − $21 = $66

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee