IJR vs DFAC

AIJR

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · IJR $13,920

Lowest cost0.06%IJR · $6 on $10k

Most income1.20%IJR · $120 on $10k

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

Held in common6.4%IJR and DFAC

IJR

DFAC

iShares Core S&P Small-Cap ETF · $108BDimensional - US Core Equity 2 ETF · $89.2B

+19.3%3 years · per year$16,979 · $18,682+23.2%

+6.8%5 years · per year$13,920 · $17,417+11.7%

0.06%Expense ratio$6 · $21 on $10k · lower wins0.21%

1.20%12-mo yield$120 · $87 on $10k0.87%

−9.7%Worst dropSmaller wins−8.5%

15.8%VolatilityLower wins12.3%

2–4DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJR · DFAC

0.3%URBN0.0%

0.5%LTH0.0%

0.5%JXN0.0%

0.5%ESI0.0%

Held in common6.4%

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	AIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$107.7B

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	AIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$107.7B

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

IJR vs DFAC

IJR

iShares Core S&P Small-Cap

$13,920

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureIJRDFAC

Fee0.06%0.21%

Cost on $10k a year$6$21

Yield1.20%0.87%

5 years, per year+6.8%+11.7%

3 years, per year+19.3%+23.2%

Worst drop · 1Y−9.7%−8.5%

Volatility · 1Y15.8%12.3%

4–2measures won
DFAC first

6.4%

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: IJR, DFAC

Today

6.4%most shared, IJR and DFAC

IJRDFAC

IJR—6.4%

DFAC6.4%—

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

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

DFAC$87 − $21 = $66

KeptFee

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