DFAS vs SMLF

ADFAS

BSMLF

Measures won2–4SMLF wins · of 6 · 5Y

$10,000 · 5Y$15,772SMLF · DFAS $13,927

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

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

Held in common42.6%DFAS and SMLF

DFAS

SMLF

Dimensional - US Small Cap ETF · $33.7BiShares U.S. Small-Cap Equity Factor ETF · $4.2B

+17.3%3 years · per year$16,130 · $17,680+20.9%

+6.8%5 years · per year$13,927 · $15,772+9.5%

0.30%Expense ratio$30 · $15 on $10k · lower wins0.15%

1.03%12-mo yield$103 · $102 on $10k1.02%

−9.4%Worst dropSmaller wins−8.7%

15.7%VolatilityLower wins17.3%

2–4SMLF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · SMLF

0.2%HALO0.5%

0.2%RRC0.3%

0.2%MANH0.4%

0.2%AMG0.4%

Held in common42.6%

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	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	1.02%	+0.5%	+12.3%	+13.5%	+20.9%	+9.5%	−8.7%	$4.2B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
4	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%	$103.8B

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	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	1.02%	+0.5%	+12.3%	+13.5%	+20.9%	+9.5%	−8.7%	$4.2B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
4	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%	$103.8B

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 SMLF

DFAS

Dimensional - US Small Cap

$13,927

SMLF

iShares U.S. Small-Cap Equity Factor

$15,772

MeasureDFASSMLF

Fee0.30%0.15%

Cost on $10k a year$30$15

Yield1.03%1.02%

5 years, per year+6.8%+9.5%

3 years, per year+17.3%+20.9%

Worst drop · 1Y−9.4%−8.7%

Volatility · 1Y15.7%17.3%

4–1measures won
SMLF first

42.6%

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, SMLF, IJR, VO

Today

42.6%most shared, DFAS and SMLF

DFASSMLFIJRVO

DFAS—42.6%34.5%0.1%

SMLF42.6%—21.4%0.9%

IJR34.5%21.4%—0.0%

VO0.1%0.9%0.0%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IJR$124 − $6 = $118

SMLF$102 − $15 = $87

DFAS$103 − $30 = $73

KeptFee

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