DFAC vs SMLF

ADFAC

BSMLF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · SMLF $15,942

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

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

Held in common14.9%DFAC and SMLF

DFAC

SMLF

Dimensional - US Core Equity 2 ETF · $85.6BiShares U.S. Small-Cap Equity Factor ETF · $4.2B

+21.2%3 years · per year$17,787 · $17,876+21.4%

+11.0%5 years · per year$16,820 · $15,942+9.8%

0.21%Expense ratio$21 · $15 on $10k · lower wins0.15%

0.88%12-mo yield$88 · $98 on $10k0.98%

−8.5%Worst dropSmaller wins−8.7%

13.1%VolatilityLower wins17.5%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · SMLF

0.1%TPR0.6%

0.1%WSM0.7%

0.1%USFD0.3%

0.1%SN0.5%

Held in common14.9%

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	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	0.98%	+3.3%	+16.0%	+19.5%	+21.4%	+9.8%	−8.7%	$4.2B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
4	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

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	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	0.98%	+3.3%	+16.0%	+19.5%	+21.4%	+9.8%	−8.7%	$4.2B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
4	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

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 SMLF

DFAC

Dimensional - US Core Equity 2

$16,820

SMLF

iShares U.S. Small-Cap Equity Factor

$15,942

MeasureDFACSMLF

Fee0.21%0.15%

Cost on $10k a year$21$15

Yield0.88%0.98%

5 years, per year+11.0%+9.8%

3 years, per year+21.2%+21.4%

Worst drop · 1Y−8.5%−8.7%

Volatility · 1Y13.1%17.5%

3–3measures won
level

14.9%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

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

Overlap: DFAC, SMLF, VO, IWF

Today

40.3%most shared, DFAC and IWF

DFACSMLFVOIWF

DFAC—14.9%19.6%40.3%

SMLF14.9%—1.0%2.9%

VO19.6%1.0%—9.2%

IWF40.3%2.9%9.2%—

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

SMLF$98 − $15 = $83

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

KeptFee

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