IJR vs SSCP

AIJR

BSSCP

Measures won2–0IJR wins · of 6 · 5Y

$10,000 · 5Y$13,932DFAS · IJR $13,136

Lowest cost0.06%IJR · $6 on $10k

Most income1.24%IJR · $124 on $10k

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

Held in common0.4%IJR and SSCP

IJR

SSCP

iShares Core S&P Small-Cap ETF · $108BSMART Small Cap ETF · $14M

+17.4%3 years · per year$16,200 · […][…]

+5.6%5 years · per year$13,136 · […][…]

0.06%Expense ratio$6 · $79 on $10k · lower wins0.79%

1.24%12-mo yield$124 · $0 on $10k0.00%

−9.7%Worst dropSmaller wins[…]

16.3%VolatilityLower wins[…]

2–0IJR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJR · SSCP

0.1%WKC2.0%

0.1%HOPE1.9%

0.1%ASTH3.7%

0.1%QNST7.6%

Held in common0.4%

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	DFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
2	AIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B
3	BSSCP	SMART Small Cap ETFRead Desk	0.79%	0.00%	−2.6%	new	new	new	new	[…]	$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	DFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
2	AIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B
3	BSSCP	SMART Small Cap ETFRead Desk	0.79%	0.00%	−2.6%	new	new	new	new	[…]	$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

IJR vs SSCP

IJR

iShares Core S&P Small-Cap

$13,136

SSCP

SMART Small Cap

[…]

MeasureIJRSSCP

Fee0.06%0.79%

Cost on $10k a year$6$79

Yield1.24%0.00%

5 years, per year+5.6%[…]

3 years, per year+17.4%[…]

Worst drop · 1Y−9.7%[…]

Volatility · 1Y16.3%[…]

2–0measures won
IJR first

0.4%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFAS, SSCP, IJR

Today

34.5%most shared, DFAS and IJR

DFASSSCPIJR

DFAS—0.5%34.5%

SSCP0.5%—0.4%

IJR34.5%0.4%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

DFAS$104 − $30 = $74

SSCP$0 − $79 = −$79

KeptFee

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