IJH vs DFAS

AIJH

BDFAS

Measures won4–2IJH wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · DFAS $13,927

Lowest cost0.03%VUG · $3 on $10k

Most income1.25%IJH · $125 on $10k

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

Held in common40.7%IJH and DFAS

IJH

DFAS

iShares Core S&P Mid-Cap ETF · $121BDimensional - US Small Cap ETF · $33.7B

+16.5%3 years · per year$15,806 · $16,130+17.3%

+6.7%5 years · per year$13,830 · $13,927+6.8%

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

1.25%12-mo yield$125 · $103 on $10k1.03%

−8.8%Worst dropSmaller wins−9.4%

15.5%VolatilityLower wins15.7%

4–2IJH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJH · DFAS

0.4%CCK0.3%

0.4%BJ0.3%

0.3%UMBF0.2%

0.4%ELAN0.2%

Held in common40.7%

End-of-day Nov 6, 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%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	AIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B

End-of-day Nov 6, 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%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	AIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B

End-of-day Nov 6, 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

$13,927

MeasureIJHDFAS

Fee0.05%0.30%

Cost on $10k a year$5$30

Yield1.25%1.03%

5 years, per year+6.7%+6.8%

3 years, per year+16.5%+17.3%

Worst drop · 1Y−8.8%−9.4%

Volatility · 1Y15.5%15.7%

4–2measures won
IJH first

40.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IJH, DFAS, VUG

Today

40.7%most shared, IJH and DFAS

IJHDFASVUG

IJH—40.7%0.0%

DFAS40.7%—0.0%

VUG0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

DFAS$103 − $30 = $73

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee