DFAS vs VBK

ADFAS

BVBK

Measures won4–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$14,320DFAS · IJH $14,303

Lowest cost0.05%VBK · $5 on $10k

Most income1.22%IJH · $122 on $10k

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

Held in common29.5%DFAS and VBK

DFAS

VBK

Dimensional - US Small Cap ETF · $34.7BVanguard Morningstar Small-Cap Growth ETF · $22.8B

+19.1%3 years · per year$16,881 · $17,233+19.9%

+7.4%5 years · per year$14,320 · $11,659+3.1%

0.30%Expense ratio$30 · $5 on $10k · lower wins0.05%

1.01%12-mo yield$101 · $42 on $10k0.42%

−9.4%Worst dropSmaller wins−11.4%

15.3%VolatilityLower wins20.5%

4–2DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · VBK

0.3%HALO0.4%

0.2%IDCC0.2%

0.2%RGEN0.3%

0.2%MANH0.3%

Held in common29.5%

End-of-day Nov 3, 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%	1.01%	−0.3%	+15.7%	+19.0%	+19.1%	+7.4%	−9.4%	$34.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
3	BVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk	0.05%	0.42%	+1.1%	+10.4%	+10.0%	+19.9%	+3.1%	−11.4%	$22.8B

End-of-day Nov 3, 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%	1.01%	−0.3%	+15.7%	+19.0%	+19.1%	+7.4%	−9.4%	$34.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
3	BVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk	0.05%	0.42%	+1.1%	+10.4%	+10.0%	+19.9%	+3.1%	−11.4%	$22.8B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAS vs VBK

DFAS

Dimensional - US Small Cap

$14,320

VBK

Vanguard Morningstar Small-Cap Growth

$11,659

MeasureDFASVBK

Fee0.30%0.05%

Cost on $10k a year$30$5

Yield1.01%0.42%

5 years, per year+7.4%+3.1%

3 years, per year+19.1%+19.9%

Worst drop · 1Y−9.4%−11.4%

Volatility · 1Y15.3%20.5%

4–2measures won
DFAS first

29.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: DFAS, VBK, IJH

Today

41.0%most shared, DFAS and IJH

DFASVBKIJH

DFAS—29.5%41.0%

VBK29.5%—40.9%

IJH41.0%40.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

DFAS$101 − $30 = $71

VBK$42 − $5 = $37

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee