DFAS vs IWM

ADFAS

BIWM

Measures won4–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$13,932DFAS · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.26%IJH · $126 on $10k

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

Held in common50.3%DFAS and IWM

DFAS

IWM

Dimensional - US Small Cap ETF · $35.2BiShares Russell 2000 ETF · $77.4B

+17.5%3 years · per year$16,215 · $17,029+19.4%

+6.9%5 years · per year$13,932 · $12,637+4.8%

0.30%Expense ratio$30 · $19 on $10k · lower wins0.19%

1.04%12-mo yield$104 · $101 on $10k1.01%

−9.4%Worst dropSmaller wins−11.1%

15.8%VolatilityLower wins18.7%

4–2DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · IWM

0.2%UMBF0.3%

0.2%MOG-A0.3%

0.2%IDCC0.3%

0.2%LTH0.2%

Held in common50.3%

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 Three

5Y3 funds

#
1	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
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B

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

All Three

5Y3 funds

#
1	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
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B

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 IWM

DFAS

Dimensional - US Small Cap

$13,932

IWM

iShares Russell 2000

$12,637

MeasureDFASIWM

Fee0.30%0.19%

Cost on $10k a year$30$19

Yield1.04%1.01%

5 years, per year+6.9%+4.8%

3 years, per year+17.5%+19.4%

Worst drop · 1Y−9.4%−11.1%

Volatility · 1Y15.8%18.7%

3–2measures won
DFAS first

50.3%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB 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, IWM, IJH

Today

50.3%most shared, DFAS and IWM

DFASIWMIJH

DFAS—50.3%40.9%

IWM50.3%—12.8%

IJH40.9%12.8%—

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

IWM$101 − $19 = $82

DFAS$104 − $30 = $74

KeptFee

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