IJH vs DFAS

AIJH

BDFAS

Measures won4–2IJH wins · of 6 · 5Y

$10,000 · 5Y$13,932DFAS · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.26%IJH · $126 on $10k

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

Held in common40.9%IJH and DFAS

IJH

DFAS

iShares Core S&P Mid-Cap ETF · $125BDimensional - US Small Cap ETF · $35.2B

+16.5%3 years · per year$15,806 · $16,215+17.5%

+6.7%5 years · per year$13,830 · $13,932+6.9%

0.05%Expense ratio$5 · $30 on $10k · lower wins0.30%

1.26%12-mo yield$126 · $104 on $10k1.04%

−8.8%Worst dropSmaller wins−9.4%

15.5%VolatilityLower wins15.8%

4–2IJH wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJH · DFAS

0.4%HALO0.3%

0.4%ELAN0.3%

0.4%CCK0.2%

0.3%AIT0.2%

Held in common40.9%

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	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
2	AIJH	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	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
2	AIJH	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

IJH vs DFAS

IJH

iShares Core S&P Mid-Cap

$13,830

DFAS

Dimensional - US Small Cap

$13,932

MeasureIJHDFAS

Fee0.05%0.30%

Cost on $10k a year$5$30

Yield1.26%1.04%

5 years, per year+6.7%+6.9%

3 years, per year+16.5%+17.5%

Worst drop · 1Y−8.8%−9.4%

Volatility · 1Y15.5%15.8%

4–2measures won
IJH first

40.9%

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: IJH, DFAS

Today

40.9%most shared, IJH and DFAS

IJHDFAS

IJH—40.9%

DFAS40.9%—

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

DFAS$104 − $30 = $74

KeptFee

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