DFAT vs IJH

ADFAT

BIJH

Measures won4–2DFAT wins · of 6 · 5Y

$10,000 · 5Y$15,974DFAT · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.35%DFAT · $135 on $10k

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

Held in common30.1%DFAT and IJH

DFAT

IJH

Dimensional - US Targeted Value ETF · $32.1BiShares Core S&P Mid-Cap ETF · $125B

+18.5%3 years · per year$16,661 · $15,806+16.5%

+9.8%5 years · per year$15,974 · $13,830+6.7%

0.31%Expense ratio$31 · $5 on $10k · lower wins0.05%

1.35%12-mo yield$135 · $126 on $10k1.26%

−9.6%Worst dropSmaller wins−8.8%

14.7%VolatilityLower wins15.5%

4–2DFAT wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAT · IJH

0.8%OVV0.5%

0.6%PFGC0.5%

0.6%DINO0.5%

0.4%JLL0.5%

Held in common30.1%

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	ADFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$32.1B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B

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	ADFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$32.1B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B

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

DFAT vs IJH

DFAT

Dimensional - US Targeted Value

$15,974

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureDFATIJH

Fee0.31%0.05%

Cost on $10k a year$31$5

Yield1.35%1.26%

5 years, per year+9.8%+6.7%

3 years, per year+18.5%+16.5%

Worst drop · 1Y−9.6%−8.8%

Volatility · 1Y14.7%15.5%

3–2measures won
DFAT first

30.1%

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: DFAT, IJH

Today

30.1%most shared, DFAT and IJH

DFATIJH

DFAT—30.1%

IJH30.1%—

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAT$135 − $31 = $104

KeptFee

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