DFSV vs DFAS · Compare Desk

ADFAS

BIJH

Measures won1–4IJH wins · of 6 · 5Y

$10,000 · 5Y$14,320DFAS · IJH $14,303

Lowest cost0.05%IJH · $5 on $10k

Most income1.22%IJH · $122 on $10k

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

Held in common41.0%DFAS and IJH

DFAS vs IJH

DFAS

IJH

Dimensional - US Small Cap ETF · $34.7BiShares Core S&P Mid-Cap ETF · $125B

+19.1%3 years · per year$16,881 · $16,625+18.5%

+7.4%5 years · per year$14,320 · $14,303+7.4%

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

1.01%12-mo yield$101 · $122 on $10k1.22%

−9.4%Worst dropSmaller wins−8.8%

15.3%VolatilityLower wins15.0%

1–4IJH wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · IJH

0.3%HALO0.4%

0.3%MOG-A0.3%

0.3%WCC0.5%

0.3%RRC0.4%

Held in common41.0%

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

Both

5Y2 funds

#			Trend
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	BIJH	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

End-of-day Nov 3, 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%	1.01%	−0.3%	+15.7%	+19.0%	+19.1%	+7.4%	−9.4%	$34.7B
2	BIJH	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

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 IJH

DFAS

Dimensional - US Small Cap

$14,320

IJH

iShares Core S&P Mid-Cap

$14,303

MeasureDFASIJH

Fee0.30%0.05%

Cost on $10k a year$30$5

Yield1.01%1.22%

5 years, per year+7.4%+7.4%

3 years, per year+19.1%+18.5%

Worst drop · 1Y−9.4%−8.8%

Volatility · 1Y15.3%15.0%

4–1measures won
IJH first

41.0%

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, IJH

Today

41.0%most shared, DFAS and IJH

DFASIJH

DFAS—41.0%

IJH41.0%—

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

KeptFee

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