IJR vs DFAC

AIJR

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.21%IJR · $121 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 · $107BDimensional - US Core Equity 2 ETF · $87.7B

+17.4%3 years · per year$16,193 · $17,787+21.2%

+5.8%5 years · per year$13,254 · $16,820+11.0%

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

1.21%12-mo yield$121 · $88 on $10k0.88%

−9.7%Worst dropSmaller wins−8.5%

16.4%VolatilityLower wins13.1%

2–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJR · DFAC

0.3%URBN0.0%

0.5%LTH0.0%

0.5%VSXY0.0%

0.4%MHK0.0%

Held in common6.4%

End-of-day Nov 9, 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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B

End-of-day Nov 9, 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

$13,254

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureIJRDFAC

Fee0.06%0.21%

Cost on $10k a year$6$21

Yield1.21%0.88%

5 years, per year+5.8%+11.0%

3 years, per year+17.4%+21.2%

Worst drop · 1Y−9.7%−8.5%

Volatility · 1Y16.4%13.1%

4–2measures won
DFAC first

6.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IJR, DFAC, VUG

Today

35.8%most shared, DFAC and VUG

IJRDFACVUG

IJR—6.4%0.0%

DFAC6.4%—35.8%

VUG0.0%35.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee