DFAS vs IJS

ADFAS

BIJS

Measures won2–4IJS wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · DFAS $13,932

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common24.8%DFAS and IJS

DFAS

IJS

Dimensional - US Small Cap ETF · $35.2BiShares S&P Small-Cap 600 Value ETF · $7.8B

+17.5%3 years · per year$16,215 · $16,426+18.0%

+6.9%5 years · per year$13,932 · $13,664+6.4%

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

1.04%12-mo yield$104 · $142 on $10k1.42%

−9.4%Worst dropSmaller wins−9.3%

15.8%VolatilityLower wins16.3%

2–4IJS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · IJS

0.2%LTH0.3%

0.2%JXN0.9%

0.2%MHK0.8%

0.2%VSXY0.9%

Held in common24.8%

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 Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
3	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.8B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
3	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.8B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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 IJS

DFAS

Dimensional - US Small Cap

$13,932

IJS

iShares S&P Small-Cap 600 Value

$13,664

MeasureDFASIJS

Fee0.30%0.18%

Cost on $10k a year$30$18

Yield1.04%1.42%

5 years, per year+6.9%+6.4%

3 years, per year+17.5%+18.0%

Worst drop · 1Y−9.4%−9.3%

Volatility · 1Y15.8%16.3%

4–2measures won
IJS first

24.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAS, IJS, VTV, VO

Today

28.5%most shared, VTV and VO

DFASIJSVTVVO

DFAS—24.8%0.1%0.1%

IJS24.8%—0.0%0.0%

VTV0.1%0.0%—28.5%

VO0.1%0.0%28.5%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

VO$139 − $3 = $136

IJS$142 − $18 = $124

DFAS$104 − $30 = $74

KeptFee

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