DFAS vs RSSL

ADFAS

BRSSL

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$13,927DFAS · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.37%RSSL · $137 on $10k

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

Held in common49.8%DFAS and RSSL

DFAS

RSSL

Dimensional - US Small Cap ETF · $33.8BGlobal X - Russell 2000 ETF · $1.5B

+17.3%3 years · per year$16,130 · […][…]

+6.8%5 years · per year$13,927 · […][…]

0.30%Expense ratio$30 · $8 on $10k · lower wins0.08%

1.03%12-mo yield$103 · $137 on $10k1.37%

−9.4%Worst dropSmaller wins−11.1%

15.7%VolatilityLower wins18.7%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · RSSL

0.2%UMBF0.3%

0.2%LTH0.3%

0.2%IDCC0.3%

0.2%EAT0.3%

Held in common49.8%

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	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
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
3	BRSSL	Global X - Russell 2000 ETFRead Desk	0.08%	1.37%	+1.2%	+11.9%	+13.0%	new	new	−11.1%	$1.5B

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	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
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
3	BRSSL	Global X - Russell 2000 ETFRead Desk	0.08%	1.37%	+1.2%	+11.9%	+13.0%	new	new	−11.1%	$1.5B

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 RSSL

DFAS

Dimensional - US Small Cap

$13,927

RSSL

Global X - Russell 2000

[…]

MeasureDFASRSSL

Fee0.30%0.08%

Cost on $10k a year$30$8

Yield1.03%1.37%

5 years, per year+6.8%[…]

3 years, per year+17.3%[…]

Worst drop · 1Y−9.4%−11.1%

Volatility · 1Y15.7%18.7%

2–2measures won
level

49.8%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAS, RSSL, IJH

Today

49.8%most shared, DFAS and RSSL

DFASRSSLIJH

DFAS—49.8%40.7%

RSSL49.8%—12.6%

IJH40.7%12.6%—

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

Income After Fees on $10,000

$129most kept, RSSL

RSSL$137 − $8 = $129

IJH$126 − $5 = $121

DFAS$103 − $30 = $73

KeptFee

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