DFAC vs SMMD

ADFAC

BSMMD

Measures won5–1DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · IWF $16,559

Lowest cost0.18%IWF · $18 on $10k

Most income1.13%SMMD · $113 on $10k

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

Held in common22.2%DFAC and SMMD

DFAC

SMMD

Dimensional - US Core Equity 2 ETF · $87.6BiShares Russell 2500 ETF · $4.2B

+23.2%3 years · per year$18,682 · $18,029+21.7%

+11.7%5 years · per year$17,417 · $14,291+7.4%

0.21%Expense ratio$21 · $23 on $10k · lower wins0.23%

0.87%12-mo yield$87 · $113 on $10k1.13%

−8.5%Worst dropSmaller wins−9.7%

12.3%VolatilityLower wins16.6%

5–1DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · SMMD

0.1%USFD0.3%

0.1%ATI0.3%

0.1%SN0.2%

0.1%THC0.3%

Held in common22.2%

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

All Three

5Y3 funds

#
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%	$87.6B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
3	BSMMD	iShares Russell 2500 ETFRead Desk	0.23%	1.13%	+1.2%	+18.5%	+20.5%	+21.7%	+7.4%	−9.7%	$4.2B

End-of-day Nov 4, 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%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
3	BSMMD	iShares Russell 2500 ETFRead Desk	0.23%	1.13%	+1.2%	+18.5%	+20.5%	+21.7%	+7.4%	−9.7%	$4.2B

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 SMMD

DFAC

Dimensional - US Core Equity 2

$17,417

SMMD

iShares Russell 2500

$14,291

MeasureDFACSMMD

Fee0.21%0.23%

Cost on $10k a year$21$23

Yield0.87%1.13%

5 years, per year+11.7%+7.4%

3 years, per year+23.2%+21.7%

Worst drop · 1Y−8.5%−9.7%

Volatility · 1Y12.3%16.6%

5–1measures won
DFAC first

22.2%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: DFAC, SMMD, IWF

Today

40.8%most shared, DFAC and IWF

DFACSMMDIWF

DFAC—22.2%40.8%

SMMD22.2%—2.4%

IWF40.8%2.4%—

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

Income After Fees on $10,000

$90most kept, SMMD

SMMD$113 − $23 = $90

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

KeptFee

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