DFAS vs ALIL

ADFAS

BALIL

Measures won4–0DFAS wins · of 6 · 5Y

$10,000 · 5Y$13,927DFAS · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.26%IJH · $126 on $10k

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

Held in common3.1%DFAS and ALIL

DFAS

ALIL

Dimensional - US Small Cap ETF · $33.8BArgent Focused Small Cap ETF · $20M

+17.3%3 years · per year$16,130 · […][…]

+6.8%5 years · per year$13,927 · […][…]

0.30%Expense ratio$30 · $74 on $10k · lower wins0.74%

1.03%12-mo yield$103 · $24 on $10k0.24%

−9.4%Worst dropSmaller wins−14.8%

15.7%VolatilityLower wins20.1%

4–0DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · ALIL

0.2%HALO1.7%

0.2%ARW1.7%

0.2%FSS2.0%

0.1%IESC1.9%

Held in common3.1%

End-of-day Nov 6, 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%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
3	BALIL	Argent Focused Small Cap ETFRead Desk	0.74%	0.24%	+0.8%	−1.1%	−0.4%	new	new	−14.8%	$20M

End-of-day Nov 6, 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%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
3	BALIL	Argent Focused Small Cap ETFRead Desk	0.74%	0.24%	+0.8%	−1.1%	−0.4%	new	new	−14.8%	$20M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAS vs ALIL

DFAS

Dimensional - US Small Cap

$13,927

ALIL

Argent Focused Small Cap

[…]

MeasureDFASALIL

Fee0.30%0.74%

Cost on $10k a year$30$74

Yield1.03%0.24%

5 years, per year+6.8%[…]

3 years, per year+17.3%[…]

Worst drop · 1Y−9.4%−14.8%

Volatility · 1Y15.7%20.1%

4–0measures won
DFAS first

3.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAS, ALIL, IJH

Today

40.7%most shared, DFAS and IJH

DFASALILIJH

DFAS—3.1%40.7%

ALIL3.1%—2.0%

IJH40.7%2.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAS$103 − $30 = $73

ALIL$24 − $74 = −$50

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee