IJR vs DFAC

AIJR

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · WCBR $14,306

Lowest cost0.06%IJR · $6 on $10k

Most income1.24%IJR · $124 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 · $104BDimensional - US Core Equity 2 ETF · $85.7B

+17.3%3 years · per year$16,147 · $17,722+21.0%

+5.7%5 years · per year$13,170 · $16,525+10.6%

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

1.24%12-mo yield$124 · $90 on $10k0.90%

−9.7%Worst dropSmaller wins−8.5%

16.2%VolatilityLower wins12.9%

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 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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	WCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	−0.5%	+49.9%	+37.3%	+29.1%	+7.4%	−29.1%	$213M
3	AIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	WCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	−0.5%	+49.9%	+37.3%	+29.1%	+7.4%	−29.1%	$213M
3	AIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B

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

IJR vs DFAC

IJR

iShares Core S&P Small-Cap

$13,170

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureIJRDFAC

Fee0.06%0.21%

Cost on $10k a year$6$21

Yield1.24%0.90%

5 years, per year+5.7%+10.6%

3 years, per year+17.3%+21.0%

Worst drop · 1Y−9.7%−8.5%

Volatility · 1Y16.2%12.9%

4–2measures won
DFAC first

6.4%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IJR, WCBR, DFAC

Today

6.4%most shared, IJR and DFAC

IJRWCBRDFAC

IJR—0.3%6.4%

WCBR0.3%—0.6%

DFAC6.4%0.6%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

DFAC$90 − $21 = $69

WCBR$0 − $45 = −$45

KeptFee

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