DFAC vs SMMD

ADFAC

BSMMD

Measures won5–1DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · IWF $15,330

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

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

Held in common22.2%DFAC and SMMD

DFAC

SMMD

Dimensional - US Core Equity 2 ETF · $85.7BiShares Russell 2500 ETF · $4.1B

+21.2%3 years · per year$17,812 · $17,183+19.8%

+10.6%5 years · per year$16,526 · $13,516+6.2%

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

0.90%12-mo yield$90 · $118 on $10k1.18%

−8.5%Worst dropSmaller wins−9.7%

12.9%VolatilityLower wins17.0%

5–1DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · SMMD

0.1%USFD0.3%

0.1%THC0.3%

0.1%SN0.3%

0.1%ATI0.3%

Held in common22.2%

End-of-day Nov 5, 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%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
4	BSMMD	iShares Russell 2500 ETFRead Desk	0.23%	1.18%	−3.9%	+13.9%	+17.7%	+19.8%	+6.2%	−9.7%	$4.1B

End-of-day Nov 5, 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%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
4	BSMMD	iShares Russell 2500 ETFRead Desk	0.23%	1.18%	−3.9%	+13.9%	+17.7%	+19.8%	+6.2%	−9.7%	$4.1B

End-of-day Nov 5, 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

$16,526

SMMD

iShares Russell 2500

$13,516

MeasureDFACSMMD

Fee0.21%0.23%

Cost on $10k a year$21$23

Yield0.90%1.18%

5 years, per year+10.6%+6.2%

3 years, per year+21.2%+19.8%

Worst drop · 1Y−8.5%−9.7%

Volatility · 1Y12.9%17.0%

5–1measures won
DFAC first

22.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAC, SMMD, IWF, VO

Today

40.8%most shared, DFAC and IWF

DFACSMMDIWFVO

DFAC—22.2%40.8%19.6%

SMMD22.2%—2.4%0.4%

IWF40.8%2.4%—9.2%

VO19.6%0.4%9.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

SMMD$118 − $23 = $95

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee