DFAS vs IJH

ADFAS

BIJH

Measures won2–4IJH wins · of 6 · 5Y

$10,000 · 5Y$14,758DFAS · IJH $14,620

Lowest cost0.05%IJH · $5 on $10k

Most income1.21%IJH · $121 on $10k

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

Held in common41.1%DFAS and IJH

DFAS

IJH

Dimensional - US Small Cap ETF · $35.2BiShares Core S&P Mid-Cap ETF · $125B

+19.3%3 years · per year$16,976 · $16,594+18.4%

+8.1%5 years · per year$14,758 · $14,620+7.9%

0.30%Expense ratio$30 · $5 on $10k · lower wins0.05%

1.00%12-mo yield$100 · $121 on $10k1.21%

−9.4%Worst dropSmaller wins−8.8%

15.3%VolatilityLower wins15.0%

2–4IJH wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · IJH

0.3%HALO0.4%

0.3%MOG-A0.3%

0.3%WCC0.5%

0.3%AIT0.3%

Held in common41.1%

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

Both

5Y2 funds

#			Trend
1	ADFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B

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

DFAS vs IJH

DFAS

Dimensional - US Small Cap

$14,758

IJH

iShares Core S&P Mid-Cap

$14,620

MeasureDFASIJH

Fee0.30%0.05%

Cost on $10k a year$30$5

Yield1.00%1.21%

5 years, per year+8.1%+7.9%

3 years, per year+19.3%+18.4%

Worst drop · 1Y−9.4%−8.8%

Volatility · 1Y15.3%15.0%

4–2measures won
IJH first

41.1%

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: DFAS, IJH

Today

41.1%most shared, DFAS and IJH

DFASIJH

DFAS—41.1%

IJH41.1%—

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFAS$100 − $30 = $70

KeptFee

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