DFAS vs ABLS

ADFAS

BABLS

Measures won3–1DFAS wins · of 6 · 5Y

$10,000 · 5Y$13,932DFAS · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income12.76%ABLS · $1,276 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common2.7%DFAS and ABLS

DFAS

ABLS

Dimensional - US Small Cap ETF · $33.8BAbacus FCF Small Cap Leaders ETF · $0M

+17.5%3 years · per year$16,215 · […][…]

+6.9%5 years · per year$13,932 · […][…]

0.30%Expense ratio$30 · $59 on $10k · lower wins0.59%

1.04%12-mo yield$104 · $1,276 on $10k12.76%

−9.4%Worst dropSmaller wins−14.9%

15.8%VolatilityLower wins18.5%

3–1DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · ABLS

0.2%OSCR5.8%

0.2%QLYS5.2%

0.1%BOX1.4%

0.1%ENS0.6%

Held in common2.7%

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	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
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%	$120.8B
3	BABLS	Abacus FCF Small Cap Leaders ETFRead Desk	0.59%	12.76%	−2.3%	+12.5%	+12.5%	new	new	−14.9%	$470K

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	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
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%	$120.8B
3	BABLS	Abacus FCF Small Cap Leaders ETFRead Desk	0.59%	12.76%	−2.3%	+12.5%	+12.5%	new	new	−14.9%	$470K

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

DFAS vs ABLS

DFAS

Dimensional - US Small Cap

$13,932

ABLS

Abacus FCF Small Cap Leaders

[…]

MeasureDFASABLS

Fee0.30%0.59%

Cost on $10k a year$30$59

Yield1.04%12.76%

5 years, per year+6.9%[…]

3 years, per year+17.5%[…]

Worst drop · 1Y−9.4%−14.9%

Volatility · 1Y15.8%18.5%

3–1measures won
DFAS first

2.7%

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%

$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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFAS, ABLS, IJH

Today

40.9%most shared, DFAS and IJH

DFASABLSIJH

DFAS—2.7%40.9%

ABLS2.7%—0.5%

IJH40.9%0.5%—

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

Income After Fees on $10,000

$1,217most kept, ABLS

ABLS$1,276 − $59 = $1,217

IJH$126 − $5 = $121

DFAS$104 − $30 = $74

KeptFee

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