DFSV vs IJR

ADFSV

BIJR

Measures won4–1DFSV wins · of 6 · 5Y

$10,000 · 5Y$16,902VUG · IJR $13,920

Lowest cost0.03%VUG · $3 on $10k

Most income1.38%DFSV · $138 on $10k

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

Held in common33.2%DFSV and IJR

DFSV

IJR

U.S. Small Cap Value Portfolio ETF Class Shares · $28.0BiShares Core S&P Small-Cap ETF · $106B

+20.3%3 years · per year$17,428 · $16,862+19.0%

[…]5 years · per year[…] · $13,468+6.1%

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

1.38%12-mo yield$138 · $121 on $10k1.21%

−9.4%Worst dropSmaller wins−9.7%

14.7%VolatilityLower wins15.8%

4–1DFSV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFSV · IJR

0.7%JXN0.5%

0.5%KMX0.4%

0.4%VSAT0.6%

0.5%EMN0.4%

Held in common33.2%

End-of-day Nov 4, 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%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B
3	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.38%	−0.9%	+21.0%	+27.4%	+20.3%	new	−9.4%	$28.0B

End-of-day Nov 4, 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%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B
3	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.38%	−0.9%	+21.0%	+27.4%	+20.3%	new	−9.4%	$28.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFSV vs IJR

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

IJR

iShares Core S&P Small-Cap

$13,468

MeasureDFSVIJR

Fee0.31%0.06%

Cost on $10k a year$31$6

Yield1.38%1.21%

5 years, per year[…]+6.1%

3 years, per year+20.3%+19.0%

Worst drop · 1Y−9.4%−9.7%

Volatility · 1Y14.7%15.8%

4–1measures won
DFSV first

33.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

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 4, 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 4, 2026

Overlap: DFSV, IJR, VUG

Today

33.2%most shared, DFSV and IJR

DFSVIJRVUG

DFSV—33.2%0.0%

IJR33.2%—0.0%

VUG0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

DFSV$138 − $31 = $107

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee