IJH vs DFAC

AIJH

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · IJH $14,620

Lowest cost0.05%IJH · $5 on $10k

Most income1.21%IJH · $121 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common11.5%IJH and DFAC

IJH

DFAC

iShares Core S&P Mid-Cap ETF · $125BDimensional - US Core Equity 2 ETF · $89.2B

+18.4%3 years · per year$16,594 · $18,682+23.2%

+7.9%5 years · per year$14,620 · $17,417+11.7%

0.05%Expense ratio$5 · $21 on $10k · lower wins0.21%

1.21%12-mo yield$121 · $87 on $10k0.87%

−8.8%Worst dropSmaller wins−8.5%

15.0%VolatilityLower wins12.3%

2–4DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJH · DFAC

0.6%USFD0.1%

0.7%ATI0.1%

0.5%SN0.1%

0.6%THC0.1%

Held in common11.5%

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

Both

5Y2 funds

#			Trend
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	AIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B

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

Both

5Y2 funds

#			Trend
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	AIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B

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

IJH vs DFAC

IJH

iShares Core S&P Mid-Cap

$14,620

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureIJHDFAC

Fee0.05%0.21%

Cost on $10k a year$5$21

Yield1.21%0.87%

5 years, per year+7.9%+11.7%

3 years, per year+18.4%+23.2%

Worst drop · 1Y−8.8%−8.5%

Volatility · 1Y15.0%12.3%

4–2measures won
DFAC first

11.5%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IJH, DFAC

Today

11.5%most shared, IJH and DFAC

IJHDFAC

IJH—11.5%

DFAC11.5%—

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFAC$87 − $21 = $66

KeptFee

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