DFAS vs SMLF

ADFAS

BSMLF

Measures won2–4SMLF wins · of 6 · 5Y

$10,000 · 5Y$15,942SMLF · IJH $14,049

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 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

+17.5%3 years · per year$16,239 · $17,876+21.4%

+7.0%5 years · per year$14,033 · $15,942+9.8%

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

1.00%12-mo yield$100 · $98 on $10k0.98%

−9.4%Worst dropSmaller wins−8.7%

15.9%VolatilityLower wins17.5%

2–4SMLF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · SMLF

0.2%AMG0.4%

0.2%RRC0.3%

0.2%MANH0.4%

0.2%BPOP0.5%

Held in common42.6%

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	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	0.98%	+3.3%	+16.0%	+19.5%	+21.4%	+9.8%	−8.7%	$4.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
3	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
4	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

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	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	0.98%	+3.3%	+16.0%	+19.5%	+21.4%	+9.8%	−8.7%	$4.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
3	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
4	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

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 SMLF

DFAS

Dimensional - US Small Cap

$14,033

SMLF

iShares U.S. Small-Cap Equity Factor

$15,942

MeasureDFASSMLF

Fee0.30%0.15%

Cost on $10k a year$30$15

Yield1.00%0.98%

5 years, per year+7.0%+9.8%

3 years, per year+17.5%+21.4%

Worst drop · 1Y−9.4%−8.7%

Volatility · 1Y15.9%17.5%

4–1measures won
SMLF first

42.6%

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, SMLF, VO, IJH

Today

42.6%most shared, DFAS and SMLF

DFASSMLFVOIJH

DFAS—42.6%0.1%40.7%

SMLF42.6%—1.0%40.2%

VO0.1%1.0%—0.2%

IJH40.7%40.2%0.2%—

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IJH$121 − $5 = $116

SMLF$98 − $15 = $83

DFAS$100 − $30 = $70

KeptFee

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