DFAS vs XJR

ADFAS

BXJR

Measures won4–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$13,932DFAS · XJR $13,086

Lowest cost0.12%XJR · $12 on $10k

Most income1.00%DFAS · $100 on $10k

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

Held in common30.8%DFAS and XJR

DFAS

XJR

Dimensional - US Small Cap ETF · $35.2BiShares ESG Select Screened S&P Small-Cap ETF · $218M

+19.3%3 years · per year$16,976 · $17,021+19.4%

+8.1%5 years · per year$14,758 · $13,844+6.7%

0.30%Expense ratio$30 · $12 on $10k · lower wins0.12%

1.00%12-mo yield$100 · $92 on $10k0.92%

−9.4%Worst dropSmaller wins−10.2%

15.3%VolatilityLower wins16.5%

4–2DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · XJR

0.2%URBN0.3%

0.2%LTH0.6%

0.2%JXN0.5%

0.2%MHK0.5%

Held in common30.8%

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

Both

5Y2 funds

#			Trend
1	ADFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
2	BXJR	iShares ESG Select Screened S&P Small-Cap ETFRead Desk		0.12%	0.92%	+1.9%	+19.9%	+22.6%	+19.4%	+6.7%	−10.2%	$218M

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

Both

5Y2 funds

#			Trend
1	ADFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
2	BXJR	iShares ESG Select Screened S&P Small-Cap ETFRead Desk		0.12%	0.92%	+1.9%	+19.9%	+22.6%	+19.4%	+6.7%	−10.2%	$218M

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

DFAS vs XJR

DFAS

Dimensional - US Small Cap

$14,758

XJR

iShares ESG Select Screened S&P Small-Cap

$13,845

MeasureDFASXJR

Fee0.30%0.12%

Cost on $10k a year$30$12

Yield1.00%0.92%

5 years, per year+8.1%+6.7%

3 years, per year+19.3%+19.4%

Worst drop · 1Y−9.4%−10.2%

Volatility · 1Y15.3%16.5%

4–2measures won
DFAS first

30.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFAS, XJR

Today

30.8%most shared, DFAS and XJR

DFASXJR

DFAS—30.8%

XJR30.8%—

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

Income After Fees on $10,000

$80most kept, XJR

XJR$92 − $12 = $80

DFAS$100 − $30 = $70

KeptFee

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