DFAS vs SMMV

ADFAS

BSMMV

Measures won2–4SMMV wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IJH $14,049

Lowest cost0.03%VUG · $3 on $10k

Most income1.56%SMMV · $156 on $10k

Smallest drop−7.0%SMMV · worst fall in 1Y

Held in common26.4%DFAS and SMMV

DFAS

SMMV

Dimensional - US Small Cap ETF · $34.7BiShares MSCI USA Small-Cap Min Vol Factor ETF · $281M

+17.5%3 years · per year$16,239 · $15,054+14.6%

+7.0%5 years · per year$14,033 · $13,257+5.8%

0.30%Expense ratio$30 · $20 on $10k · lower wins0.20%

1.00%12-mo yield$100 · $156 on $10k1.56%

−9.4%Worst dropSmaller wins−7.0%

15.9%VolatilityLower wins9.8%

2–4SMMV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · SMMV

0.3%CCK0.3%

0.2%SJM0.6%

0.2%BJ1.1%

0.2%EHC0.9%

Held in common26.4%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
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%	$125.2B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
4	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.56%	+1.4%	+10.3%	+14.4%	+14.6%	+5.8%	−7.0%	$281M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
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%	$125.2B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
4	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.56%	+1.4%	+10.3%	+14.4%	+14.6%	+5.8%	−7.0%	$281M

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 SMMV

DFAS

Dimensional - US Small Cap

$14,033

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,257

MeasureDFASSMMV

Fee0.30%0.20%

Cost on $10k a year$30$20

Yield1.00%1.56%

5 years, per year+7.0%+5.8%

3 years, per year+17.5%+14.6%

Worst drop · 1Y−9.4%−7.0%

Volatility · 1Y15.9%9.8%

4–2measures won
SMMV first

26.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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

Overlap: DFAS, SMMV, IJH, VUG

Today

40.7%most shared, DFAS and IJH

DFASSMMVIJHVUG

DFAS—26.4%40.7%0.0%

SMMV26.4%—28.0%0.0%

IJH40.7%28.0%—0.0%

VUG0.0%0.0%0.0%—

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

Income After Fees on $10,000

$136most kept, SMMV

SMMV$156 − $20 = $136

IJH$121 − $5 = $116

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

KeptFee

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