DFAC vs IJR

ADFAC

BIJR

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · WCBR $15,889

Lowest cost0.06%IJR · $6 on $10k

Most income1.20%IJR · $120 on $10k

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

Held in common6.4%DFAC and IJR

DFAC

IJR

Dimensional - US Core Equity 2 ETF · $89.2BiShares Core S&P Small-Cap ETF · $108B

+23.2%3 years · per year$18,682 · $16,979+19.3%

+11.7%5 years · per year$17,417 · $13,920+6.8%

0.21%Expense ratio$21 · $6 on $10k · lower wins0.06%

0.87%12-mo yield$87 · $120 on $10k1.20%

−8.5%Worst dropSmaller wins−9.7%

12.3%VolatilityLower wins15.8%

4–2DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · IJR

0.0%URBN0.3%

0.0%LTH0.5%

0.0%JXN0.5%

0.0%ESI0.5%

Held in common6.4%

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%	$89.2B
2	WCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	−0.4%	+62.0%	+43.4%	+33.1%	+9.7%	−29.1%	$213M
3	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$107.7B

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%	$89.2B
2	WCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	−0.4%	+62.0%	+43.4%	+33.1%	+9.7%	−29.1%	$213M
3	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$107.7B

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 IJR

DFAC

Dimensional - US Core Equity 2

$17,417

IJR

iShares Core S&P Small-Cap

$13,920

MeasureDFACIJR

Fee0.21%0.06%

Cost on $10k a year$21$6

Yield0.87%1.20%

5 years, per year+11.7%+6.8%

3 years, per year+23.2%+19.3%

Worst drop · 1Y−8.5%−9.7%

Volatility · 1Y12.3%15.8%

4–2measures won
DFAC first

6.4%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAC, WCBR, IJR

Today

6.4%most shared, DFAC and IJR

DFACWCBRIJR

DFAC—0.6%6.4%

WCBR0.6%—0.3%

IJR6.4%0.3%—

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

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

DFAC$87 − $21 = $66

WCBR$0 − $45 = −$45

KeptFee

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