DFAC vs SMRI

ADFAC

BSMRI

Measures won3–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.43%SMRI · $143 on $10k

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

Held in common7.8%DFAC and SMRI

DFAC

SMRI

Dimensional - US Core Equity 2 ETF · $89.2BBushido Capital US Equity ETF · $716M

+21.2%3 years · per year$17,812 · $20,397+26.8%

+10.6%5 years · per year$16,526 · […][…]

0.21%Expense ratio$21 · $71 on $10k · lower wins0.71%

0.90%12-mo yield$90 · $143 on $10k1.43%

−8.5%Worst dropSmaller wins−8.7%

12.9%VolatilityLower wins15.3%

3–2DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · SMRI

1.3%LLY2.3%

1.0%MU1.4%

0.9%XOM2.0%

0.3%COP2.1%

Held in common7.8%

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 Three

5Y3 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%	$89.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B
3	BSMRI	Bushido Capital US Equity ETFRead Desk	0.71%	1.43%	−2.0%	+30.9%	+37.1%	+26.8%	new	−8.7%	$716M

End-of-day Nov 5, 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%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B
3	BSMRI	Bushido Capital US Equity ETFRead Desk	0.71%	1.43%	−2.0%	+30.9%	+37.1%	+26.8%	new	−8.7%	$716M

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 SMRI

DFAC

Dimensional - US Core Equity 2

$16,526

SMRI

Bushido Capital US Equity

[…]

MeasureDFACSMRI

Fee0.21%0.71%

Cost on $10k a year$21$71

Yield0.90%1.43%

5 years, per year+10.6%[…]

3 years, per year+21.2%+26.8%

Worst drop · 1Y−8.5%−8.7%

Volatility · 1Y12.9%15.3%

3–2measures won
DFAC first

7.8%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFAC, SMRI, IJH

Today

11.4%most shared, DFAC and IJH

DFACSMRIIJH

DFAC—7.8%11.4%

SMRI7.8%—3.0%

IJH11.4%3.0%—

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

SMRI$143 − $71 = $72

DFAC$90 − $21 = $69

KeptFee

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