DFAS vs SIXS

ADFAS

BSIXS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,033DFAS · VO $13,867

Lowest cost0.03%VO · $3 on $10k

Most income1.95%SIXS · $195 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common4.3%DFAS and SIXS

DFAS

SIXS

Dimensional - US Small Cap ETF · $33.7BETC 6 Meridian Small Cap Equity ETF · $146M

+17.5%3 years · per year$16,239 · $14,330+12.7%

+7.0%5 years · per year$14,033 · $12,460+4.5%

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

1.00%12-mo yield$100 · $195 on $10k1.95%

−9.4%Worst dropSmaller wins−9.0%

15.9%VolatilityLower wins13.2%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · SIXS

0.2%JXN1.1%

0.2%PAYC1.1%

0.1%BOX1.4%

0.1%RNG1.4%

Held in common4.3%

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	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$33.7B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B
4	BSIXS	ETC 6 Meridian Small Cap Equity ETFRead Desk	0.31%	1.95%	+1.8%	+16.0%	+21.0%	+12.7%	+4.5%	−9.0%	$146M

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	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$33.7B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B
4	BSIXS	ETC 6 Meridian Small Cap Equity ETFRead Desk	0.31%	1.95%	+1.8%	+16.0%	+21.0%	+12.7%	+4.5%	−9.0%	$146M

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

DFAS vs SIXS

DFAS

Dimensional - US Small Cap

$14,033

SIXS

ETC 6 Meridian Small Cap Equity

$12,460

MeasureDFASSIXS

Fee0.30%0.31%

Cost on $10k a year$30$31

Yield1.00%1.95%

5 years, per year+7.0%+4.5%

3 years, per year+17.5%+12.7%

Worst drop · 1Y−9.4%−9.0%

Volatility · 1Y15.9%13.2%

3–3measures won
level

4.3%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: DFAS, SIXS, VO, IJR

Today

34.5%most shared, DFAS and IJR

DFASSIXSVOIJR

DFAS—4.3%0.1%34.5%

SIXS4.3%—0.0%12.7%

VO0.1%0.0%—0.0%

IJR34.5%12.7%0.0%—

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

Income After Fees on $10,000

$164most kept, SIXS

SIXS$195 − $31 = $164

VO$135 − $3 = $132

IJR$121 − $6 = $115

DFAS$100 − $30 = $70

KeptFee

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