DFAS vs VB

ADFAS

BVB

Measures won2–4VB wins · of 6 · 5Y

$10,000 · 5Y$13,927DFAS · IJH $13,830

Lowest cost0.03%VB · $3 on $10k

Most income1.28%VB · $128 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common50.4%DFAS and VB

DFAS

Dimensional - US Small Cap ETF · $33.7BVanguard Morningstar Small-Cap ETF · $76.9B

+17.3%3 years · per year$16,130 · $16,654+18.5%

+6.8%5 years · per year$13,927 · $13,413+6.0%

0.30%Expense ratio$30 · $3 on $10k · lower wins0.03%

1.03%12-mo yield$103 · $128 on $10k1.28%

−9.4%Worst dropSmaller wins−9.0%

15.7%VolatilityLower wins16.2%

2–4VB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · VB

0.2%WCC0.2%

0.2%ARMK0.2%

0.2%JAZZ0.2%

0.2%PNFP0.2%

Held in common50.4%

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 Three

5Y3 funds

#
1	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B

End-of-day Nov 6, 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%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B

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 VB

DFAS

Dimensional - US Small Cap

$13,927

Vanguard Morningstar Small-Cap

$13,414

MeasureDFASVB

Fee0.30%0.03%

Cost on $10k a year$30$3

Yield1.03%1.28%

5 years, per year+6.8%+6.0%

3 years, per year+17.3%+18.5%

Worst drop · 1Y−9.4%−9.0%

Volatility · 1Y15.7%16.2%

4–2measures won
VB first

50.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAS, VB, IJH

Today

50.4%most shared, DFAS and VB

DFASVBIJH

DFAS—50.4%40.7%

VB50.4%—41.6%

IJH40.7%41.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$125most kept, VB

VB$128 − $3 = $125

IJH$125 − $5 = $120

DFAS$103 − $30 = $73

KeptFee

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