DFAC vs SMLL

ADFAC

BSMLL

Measures won3–1DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income2.11%SMLL · $211 on $10k

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

Held in common1.0%DFAC and SMLL

DFAC

SMLL

Dimensional - US Core Equity 2 ETF · $85.6BHarbor Active Small Cap ETF (SMLL) · $13M

+21.0%3 years · per year$17,722 · […][…]

+10.6%5 years · per year$16,525 · […][…]

0.21%Expense ratio$21 · $80 on $10k · lower wins0.80%

0.90%12-mo yield$90 · $211 on $10k2.11%

−8.5%Worst dropSmaller wins−12.1%

12.9%VolatilityLower wins17.5%

3–1DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · SMLL

0.1%RS2.3%

0.1%RRC2.0%

0.1%SSNC3.3%

0.1%CART1.8%

Held in common1.0%

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	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.11%	−0.2%	+12.3%	+10.7%	new	new	−12.1%	$13M

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	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.11%	−0.2%	+12.3%	+10.7%	new	new	−12.1%	$13M

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

DFAC vs SMLL

DFAC

Dimensional - US Core Equity 2

$16,525

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasureDFACSMLL

Fee0.21%0.80%

Cost on $10k a year$21$80

Yield0.90%2.11%

5 years, per year+10.6%[…]

3 years, per year+21.0%[…]

Worst drop · 1Y−8.5%−12.1%

Volatility · 1Y12.9%17.5%

3–1measures won
DFAC first

1.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAC, SMLL, IJH

Today

11.4%most shared, DFAC and IJH

DFACSMLLIJH

DFAC—1.0%11.4%

SMLL1.0%—5.0%

IJH11.4%5.0%—

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

Income After Fees on $10,000

$131most kept, SMLL

SMLL$211 − $80 = $131

IJH$125 − $5 = $120

DFAC$90 − $21 = $69

KeptFee

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