IJR vs DFAS

AIJR

BDFAS

Measures won2–3DFAS wins · of 6 · 5Y

$10,000 · 5Y$14,758DFAS · IJR $13,920

Lowest cost0.06%IJR · $6 on $10k

Most income1.20%IJR · $120 on $10k

Smallest drop−9.4%DFAS · worst fall in 1Y

Held in common34.4%IJR and DFAS

IJR

DFAS

iShares Core S&P Small-Cap ETF · $106BDimensional - US Small Cap ETF · $34.7B

+19.3%3 years · per year$16,979 · $16,976+19.3%

+6.8%5 years · per year$13,920 · $14,758+8.1%

0.06%Expense ratio$6 · $30 on $10k · lower wins0.30%

1.20%12-mo yield$120 · $100 on $10k1.00%

−9.7%Worst dropSmaller wins−9.4%

15.8%VolatilityLower wins15.3%

2–3DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJR · DFAS

0.3%URBN0.2%

0.5%JXN0.2%

0.5%LTH0.2%

0.4%MHK0.2%

Held in common34.4%

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	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B
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%	$106.1B

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	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B
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%	$106.1B

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 DFAS

IJR

iShares Core S&P Small-Cap

$13,920

DFAS

Dimensional - US Small Cap

$14,758

MeasureIJRDFAS

Fee0.06%0.30%

Cost on $10k a year$6$30

Yield1.20%1.00%

5 years, per year+6.8%+8.1%

3 years, per year+19.3%+19.3%

Worst drop · 1Y−9.7%−9.4%

Volatility · 1Y15.8%15.3%

3–2measures won
DFAS first

34.4%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IJR, DFAS

Today

34.4%most shared, IJR and DFAS

IJRDFAS

IJR—34.4%

DFAS34.4%—

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

DFAS$100 − $30 = $70

KeptFee

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