DFAC vs SMLL

ADFAC

BSMLL

Measures won3–1DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · VO $13,867

Lowest cost0.03%VO · $3 on $10k

Most income2.06%SMLL · $206 on $10k

Smallest drop−8.2%VO · 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

+21.2%3 years · per year$17,787 · […][…]

+11.0%5 years · per year$16,820 · […][…]

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

0.88%12-mo yield$88 · $206 on $10k2.06%

−8.5%Worst dropSmaller wins−12.1%

13.1%VolatilityLower wins17.2%

3–1DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · SMLL

0.1%RS2.3%

0.1%RRC2.0%

0.1%CART1.8%

0.1%SSNC3.3%

Held in common1.0%

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 Three

5Y3 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	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.06%	+2.4%	+15.0%	+17.7%	new	new	−12.1%	$13M

End-of-day Nov 9, 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%	0.88%	+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	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.06%	+2.4%	+15.0%	+17.7%	new	new	−12.1%	$13M

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 SMLL

DFAC

Dimensional - US Core Equity 2

$16,820

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasureDFACSMLL

Fee0.21%0.80%

Cost on $10k a year$21$80

Yield0.88%2.06%

5 years, per year+11.0%[…]

3 years, per year+21.2%[…]

Worst drop · 1Y−8.5%−12.1%

Volatility · 1Y13.1%17.2%

3–1measures won
DFAC first

1.0%

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, SMLL, VO

Today

19.6%most shared, DFAC and VO

DFACSMLLVO

DFAC—1.0%19.6%

SMLL1.0%—0.2%

VO19.6%0.2%—

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

SMLL$206 − $80 = $126

DFAC$88 − $21 = $67

KeptFee

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