DFAS vs SIXS

ADFAS

BSIXS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · DFAS $13,927

Lowest cost0.03%VUG · $3 on $10k

Most income1.99%SIXS · $199 on $10k

Smallest drop−9.0%SIXS · worst fall in 1Y

Held in common4.3%DFAS and SIXS

DFAS

SIXS

Dimensional - US Small Cap ETF · $33.8BETC 6 Meridian Small Cap Equity ETF · $148M

+17.3%3 years · per year$16,130 · $14,313+12.7%

+6.8%5 years · per year$13,927 · $12,511+4.6%

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

1.03%12-mo yield$103 · $199 on $10k1.99%

−9.4%Worst dropSmaller wins−9.0%

15.7%VolatilityLower wins13.1%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · SIXS

0.2%JXN1.1%

0.2%PAYC1.2%

0.2%BOX1.4%

0.1%RNG1.4%

Held in common4.3%

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 Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	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
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B
4	BSIXS	ETC 6 Meridian Small Cap Equity ETFRead Desk	0.31%	1.99%	−1.3%	+14.0%	+18.2%	+12.7%	+4.6%	−9.0%	$148M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	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
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B
4	BSIXS	ETC 6 Meridian Small Cap Equity ETFRead Desk	0.31%	1.99%	−1.3%	+14.0%	+18.2%	+12.7%	+4.6%	−9.0%	$148M

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 SIXS

DFAS

Dimensional - US Small Cap

$13,927

SIXS

ETC 6 Meridian Small Cap Equity

$12,511

MeasureDFASSIXS

Fee0.30%0.31%

Cost on $10k a year$30$31

Yield1.03%1.99%

5 years, per year+6.8%+4.6%

3 years, per year+17.3%+12.7%

Worst drop · 1Y−9.4%−9.0%

Volatility · 1Y15.7%13.1%

3–3measures won
level

4.3%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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

Overlap: DFAS, SIXS, VUG, IJR

Today

34.5%most shared, DFAS and IJR

DFASSIXSVUGIJR

DFAS—4.3%0.0%34.5%

SIXS4.3%—0.0%12.9%

VUG0.0%0.0%—0.0%

IJR34.5%12.9%0.0%—

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

Income After Fees on $10,000

$168most kept, SIXS

SIXS$199 − $31 = $168

IJR$124 − $6 = $118

DFAS$103 − $30 = $73

VUG$42 − $3 = $39

KeptFee

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