DFAC vs IJS

ADFAC

BIJS

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · VO $13,867

Lowest cost0.03%VO · $3 on $10k

Most income1.38%IJS · $138 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common4.7%DFAC and IJS

DFAC

IJS

Dimensional - US Core Equity 2 ETF · $85.6BiShares S&P Small-Cap 600 Value ETF · $7.5B

+21.2%3 years · per year$17,787 · $16,208+17.5%

+11.0%5 years · per year$16,820 · $13,632+6.4%

0.21%Expense ratio$21 · $18 on $10k · lower wins0.18%

0.88%12-mo yield$88 · $138 on $10k1.38%

−8.5%Worst dropSmaller wins−9.3%

13.1%VolatilityLower wins16.3%

4–2DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · IJS

0.0%LTH0.3%

0.0%VSXY0.9%

0.0%MHK0.8%

0.0%JXN0.9%

Held in common4.7%

End-of-day Nov 9, 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	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.38%	+2.8%	+18.9%	+24.5%	+17.5%	+6.4%	−9.3%	$7.5B
4	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.38%	+2.8%	+18.9%	+24.5%	+17.5%	+6.4%	−9.3%	$7.5B
4	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs IJS

DFAC

Dimensional - US Core Equity 2

$16,820

IJS

iShares S&P Small-Cap 600 Value

$13,632

MeasureDFACIJS

Fee0.21%0.18%

Cost on $10k a year$21$18

Yield0.88%1.38%

5 years, per year+11.0%+6.4%

3 years, per year+21.2%+17.5%

Worst drop · 1Y−8.5%−9.3%

Volatility · 1Y13.1%16.3%

4–2measures won
DFAC first

4.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: DFAC, IJS, IJR, VO

Today

65.4%most shared, IJS and IJR

DFACIJSIJRVO

DFAC—4.7%6.4%19.6%

IJS4.7%—65.4%0.0%

IJR6.4%65.4%—0.0%

VO19.6%0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IJS$138 − $18 = $120

IJR$121 − $6 = $115

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee