IJS vs DFAS

AIJS

BDFAS

Measures won3–2IJS wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common24.8%IJS and DFAS

IJS

DFAS

iShares S&P Small-Cap 600 Value ETF · $7.8BDimensional - US Small Cap ETF · $34.7B

+17.5%3 years · per year$16,208 · $16,239+17.5%

+6.4%5 years · per year$13,632 · $14,033+7.0%

0.18%Expense ratio$18 · $30 on $10k · lower wins0.30%

1.38%12-mo yield$138 · $100 on $10k1.00%

−9.3%Worst dropSmaller wins−9.4%

16.3%VolatilityLower wins15.9%

3–2IJS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIJS · DFAS

0.3%LTH0.2%

0.9%JXN0.2%

0.8%MHK0.2%

0.9%VSXY0.2%

Held in common24.8%

End-of-day Nov 9, 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%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
4	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.38%	+2.8%	+18.9%	+24.5%	+17.5%	+6.4%	−9.3%	$7.8B

End-of-day Nov 9, 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%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
4	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.38%	+2.8%	+18.9%	+24.5%	+17.5%	+6.4%	−9.3%	$7.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IJS vs DFAS

IJS

iShares S&P Small-Cap 600 Value

$13,632

DFAS

Dimensional - US Small Cap

$14,033

MeasureIJSDFAS

Fee0.18%0.30%

Cost on $10k a year$18$30

Yield1.38%1.00%

5 years, per year+6.4%+7.0%

3 years, per year+17.5%+17.5%

Worst drop · 1Y−9.3%−9.4%

Volatility · 1Y16.3%15.9%

3–2measures won
IJS first

24.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: DFAS, IJS, VUG, VTV

Today

24.8%most shared, DFAS and IJS

DFASIJSVUGVTV

DFAS—24.8%0.0%0.1%

IJS24.8%—0.0%0.0%

VUG0.0%0.0%—1.9%

VTV0.1%0.0%1.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IJS$138 − $18 = $120

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee