DFAS vs SMLL

ADFAS

BSMLL

Measures won3–1DFAS wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · DFAS $13,927

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

+17.3%3 years · per year$16,130 · […][…]

+6.8%5 years · per year$13,927 · […][…]

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

1.03%12-mo yield$103 · $211 on $10k2.11%

−9.4%Worst dropSmaller wins−12.1%

15.7%VolatilityLower wins17.5%

3–1DFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · SMLL

0.2%RRC2.0%

0.2%WTFC3.8%

0.2%CART1.8%

0.2%FDS3.3%

Held in common3.8%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
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	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.11%	−0.2%	+12.3%	+10.7%	new	new	−12.1%	$14M

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
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	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.11%	−0.2%	+12.3%	+10.7%	new	new	−12.1%	$14M

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 SMLL

DFAS

Dimensional - US Small Cap

$13,927

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasureDFASSMLL

Fee0.30%0.80%

Cost on $10k a year$30$80

Yield1.03%2.11%

5 years, per year+6.8%[…]

3 years, per year+17.3%[…]

Worst drop · 1Y−9.4%−12.1%

Volatility · 1Y15.7%17.5%

3–1measures won
DFAS first

3.8%

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, SMLL, IWF, IJR

Today

34.5%most shared, DFAS and IJR

DFASSMLLIWFIJR

DFAS—3.8%1.4%34.5%

SMLL3.8%—0.1%3.3%

IWF1.4%0.1%—0.1%

IJR34.5%3.3%0.1%—

End-of-day Nov 6, 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$103 − $30 = $73

IWF$39 − $18 = $21

KeptFee

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