DFAS vs IJR

ADFAS

BIJR

Measures won3–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · DFAS $13,927

Lowest cost0.03%VUG · $3 on $10k

Most income1.24%IJR · $124 on $10k

Smallest drop−9.4%DFAS · worst fall in 1Y

Held in common34.5%DFAS and IJR

DFAS

IJR

Dimensional - US Small Cap ETF · $33.8BiShares Core S&P Small-Cap ETF · $104B

+17.3%3 years · per year$16,130 · $16,147+17.3%

+6.8%5 years · per year$13,927 · $13,170+5.7%

0.30%Expense ratio$30 · $6 on $10k · lower wins0.06%

1.03%12-mo yield$103 · $124 on $10k1.24%

−9.4%Worst dropSmaller wins−9.7%

15.7%VolatilityLower wins16.2%

3–2DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · IJR

0.2%URBN0.3%

0.2%LTH0.5%

0.2%JXN0.5%

0.2%MHK0.4%

Held in common34.5%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	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
3	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	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
3	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B

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 IJR

DFAS

Dimensional - US Small Cap

$13,927

IJR

iShares Core S&P Small-Cap

$13,170

MeasureDFASIJR

Fee0.30%0.06%

Cost on $10k a year$30$6

Yield1.03%1.24%

5 years, per year+6.8%+5.7%

3 years, per year+17.3%+17.3%

Worst drop · 1Y−9.4%−9.7%

Volatility · 1Y15.7%16.2%

3–2measures won
DFAS first

34.5%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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

Overlap: DFAS, IJR, VUG

Today

34.5%most shared, DFAS and IJR

DFASIJRVUG

DFAS—34.5%0.0%

IJR34.5%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

DFAS$103 − $30 = $73

VUG$42 − $3 = $39

KeptFee

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