DFAS vs IJS

ADFAS

BIJS

Measures won2–4IJS wins · of 6 · 5Y

$10,000 · 5Y$14,758DFAS · IJS $14,359

Lowest cost0.18%IJS · $18 on $10k

Most income1.37%IJS · $137 on $10k

Smallest drop−9.3%IJS · worst fall in 1Y

Held in common24.6%DFAS and IJS

DFAS

IJS

Dimensional - US Small Cap ETF · $34.7BiShares S&P Small-Cap 600 Value ETF · $7.7B

+19.3%3 years · per year$16,976 · $17,153+19.7%

+8.1%5 years · per year$14,758 · $14,359+7.5%

0.30%Expense ratio$30 · $18 on $10k · lower wins0.18%

1.00%12-mo yield$100 · $137 on $10k1.37%

−9.4%Worst dropSmaller wins−9.3%

15.3%VolatilityLower wins15.9%

2–4IJS wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · IJS

0.2%JXN0.9%

0.2%LTH0.3%

0.2%MHK0.8%

0.2%PAYC1.1%

Held in common24.6%

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%	$34.7B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk		0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−9.3%	$7.7B

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%	$34.7B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk		0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−9.3%	$7.7B

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

DFAS vs IJS

DFAS

Dimensional - US Small Cap

$14,758

IJS

iShares S&P Small-Cap 600 Value

$14,359

MeasureDFASIJS

Fee0.30%0.18%

Cost on $10k a year$30$18

Yield1.00%1.37%

5 years, per year+8.1%+7.5%

3 years, per year+19.3%+19.7%

Worst drop · 1Y−9.4%−9.3%

Volatility · 1Y15.3%15.9%

4–2measures won
IJS first

24.6%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAS, IJS

Today

24.6%most shared, DFAS and IJS

DFASIJS

DFAS—24.6%

IJS24.6%—

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

Income After Fees on $10,000

$119most kept, IJS

IJS$137 − $18 = $119

DFAS$100 − $30 = $70

KeptFee

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