DFAS vs SIXS

ADFAS

BSIXS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$13,932DFAS · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.96%SIXS · $196 on $10k

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

Held in common4.3%DFAS and SIXS

DFAS

SIXS

Dimensional - US Small Cap ETF · $35.2BETC 6 Meridian Small Cap Equity ETF · $145M

+17.5%3 years · per year$16,215 · $14,601+13.4%

+6.9%5 years · per year$13,932 · $12,676+4.9%

0.30%Expense ratio$30 · $31 on $10k · lower wins0.31%

1.04%12-mo yield$104 · $196 on $10k1.96%

−9.4%Worst dropSmaller wins−9.0%

15.8%VolatilityLower wins13.1%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · SIXS

0.2%JXN1.2%

0.2%PAYC1.2%

0.2%ADT1.5%

0.1%BOX1.4%

Held in common4.3%

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	BSIXS	ETC 6 Meridian Small Cap Equity ETFRead Desk	0.31%	1.96%	−1.9%	+15.5%	+21.4%	+13.4%	+4.9%	−9.0%	$145M

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	BSIXS	ETC 6 Meridian Small Cap Equity ETFRead Desk	0.31%	1.96%	−1.9%	+15.5%	+21.4%	+13.4%	+4.9%	−9.0%	$145M

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 SIXS

DFAS

Dimensional - US Small Cap

$13,932

SIXS

ETC 6 Meridian Small Cap Equity

$12,676

MeasureDFASSIXS

Fee0.30%0.31%

Cost on $10k a year$30$31

Yield1.04%1.96%

5 years, per year+6.9%+4.9%

3 years, per year+17.5%+13.4%

Worst drop · 1Y−9.4%−9.0%

Volatility · 1Y15.8%13.1%

3–3measures won
level

4.3%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFAS, SIXS, IJH

Today

40.9%most shared, DFAS and IJH

DFASSIXSIJH

DFAS—4.3%40.9%

SIXS4.3%—0.0%

IJH40.9%0.0%—

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

Income After Fees on $10,000

$165most kept, SIXS

SIXS$196 − $31 = $165

IJH$126 − $5 = $121

DFAS$104 − $30 = $74

KeptFee

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