DFAT vs IJR

ADFAT

BIJR

Measures won5–1DFAT wins · of 6 · 5Y

$10,000 · 5Y$15,974DFAT · IJR $13,136

Lowest cost0.06%IJR · $6 on $10k

Most income1.35%DFAT · $135 on $10k

Smallest drop−9.6%DFAT · worst fall in 1Y

Held in common32.4%DFAT and IJR

DFAT

IJR

Dimensional - US Targeted Value ETF · $32.1BiShares Core S&P Small-Cap ETF · $108B

+18.5%3 years · per year$16,661 · $16,200+17.4%

+9.8%5 years · per year$15,974 · $13,136+5.6%

0.31%Expense ratio$31 · $6 on $10k · lower wins0.06%

1.35%12-mo yield$135 · $124 on $10k1.24%

−9.6%Worst dropSmaller wins−9.7%

14.7%VolatilityLower wins16.3%

5–1DFAT wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAT · IJR

0.5%LTH0.5%

0.5%JXN0.5%

0.4%MHK0.4%

0.4%TAP0.4%

Held in common32.4%

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	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B

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	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B

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 IJR

DFAT

Dimensional - US Targeted Value

$15,974

IJR

iShares Core S&P Small-Cap

$13,136

MeasureDFATIJR

Fee0.31%0.06%

Cost on $10k a year$31$6

Yield1.35%1.24%

5 years, per year+9.8%+5.6%

3 years, per year+18.5%+17.4%

Worst drop · 1Y−9.6%−9.7%

Volatility · 1Y14.7%16.3%

5–1measures won
DFAT first

32.4%

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, IJR

Today

32.4%most shared, DFAT and IJR

DFATIJR

DFAT—32.4%

IJR32.4%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

DFAT$135 − $31 = $104

KeptFee

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