DFAS vs XJR

ADFAS

BXJR

Measures won4–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · DFAS $13,932

Lowest cost0.03%VUG · $3 on $10k

Most income1.04%DFAS · $104 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

+17.5%3 years · per year$16,215 · $16,248+17.6%

+6.9%5 years · per year$13,932 · $13,086+5.5%

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

1.04%12-mo yield$104 · $95 on $10k0.95%

−9.4%Worst dropSmaller wins−10.2%

15.8%VolatilityLower wins16.9%

4–2DFAS wins

$10,000 · 5 yearsAll three, one 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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
3	BXJR	iShares ESG Select Screened S&P Small-Cap ETFRead Desk	0.12%	0.95%	−3.6%	+15.5%	+19.1%	+17.6%	+5.5%	−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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
3	BXJR	iShares ESG Select Screened S&P Small-Cap ETFRead Desk	0.12%	0.95%	−3.6%	+15.5%	+19.1%	+17.6%	+5.5%	−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

$13,932

XJR

iShares ESG Select Screened S&P Small-Cap

$13,086

MeasureDFASXJR

Fee0.30%0.12%

Cost on $10k a year$30$12

Yield1.04%0.95%

5 years, per year+6.9%+5.5%

3 years, per year+17.5%+17.6%

Worst drop · 1Y−9.4%−10.2%

Volatility · 1Y15.8%16.9%

3–2measures won
DFAS first

30.8%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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

Overlap: DFAS, XJR, VUG

Today

30.8%most shared, DFAS and XJR

DFASXJRVUG

DFAS—30.8%0.0%

XJR30.8%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$83most kept, XJR

XJR$95 − $12 = $83

DFAS$104 − $30 = $74

VUG$43 − $3 = $40

KeptFee

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