DFAS vs SMLL

ADFAS

BSMLL

Measures won3–1DFAS wins · of 6 · 5Y

$10,000 · 5Y$13,932DFAS · IJR $13,136

Lowest cost0.06%IJR · $6 on $10k

Most income2.11%SMLL · $211 on $10k

Smallest drop−9.4%DFAS · worst fall in 1Y

Held in common3.8%DFAS and SMLL

DFAS

SMLL

Dimensional - US Small Cap ETF · $33.8BHarbor Active Small Cap ETF (SMLL) · $14M

+17.5%3 years · per year$16,215 · […][…]

+6.9%5 years · per year$13,932 · […][…]

0.30%Expense ratio$30 · $80 on $10k · lower wins0.80%

1.04%12-mo yield$104 · $211 on $10k2.11%

−9.4%Worst dropSmaller wins−12.1%

15.8%VolatilityLower wins17.5%

3–1DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · SMLL

0.2%RRC2.0%

0.2%WTFC3.8%

0.2%CART1.8%

0.2%FDS3.2%

Held in common3.8%

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%	$33.8B
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B
3	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.11%	−2.6%	+12.5%	+11.5%	new	new	−12.1%	$14M

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%	$33.8B
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B
3	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.11%	−2.6%	+12.5%	+11.5%	new	new	−12.1%	$14M

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 SMLL

DFAS

Dimensional - US Small Cap

$13,932

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasureDFASSMLL

Fee0.30%0.80%

Cost on $10k a year$30$80

Yield1.04%2.11%

5 years, per year+6.9%[…]

3 years, per year+17.5%[…]

Worst drop · 1Y−9.4%−12.1%

Volatility · 1Y15.8%17.5%

3–1measures won
DFAS first

3.8%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFAS, SMLL, IJR

Today

34.5%most shared, DFAS and IJR

DFASSMLLIJR

DFAS—3.8%34.5%

SMLL3.8%—3.3%

IJR34.5%3.3%—

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

Income After Fees on $10,000

$131most kept, SMLL

SMLL$211 − $80 = $131

IJR$124 − $6 = $118

DFAS$104 − $30 = $74

KeptFee

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