IJS vs DFAC

AIJS

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · IJS $13,632

Lowest cost0.06%IJR · $6 on $10k

Most income1.38%IJS · $138 on $10k

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

Held in common4.7%IJS and DFAC

IJS

DFAC

iShares S&P Small-Cap 600 Value ETF · $7.5BDimensional - US Core Equity 2 ETF · $85.6B

+17.5%3 years · per year$16,208 · $17,787+21.2%

+6.4%5 years · per year$13,632 · $16,820+11.0%

0.18%Expense ratio$18 · $21 on $10k · lower wins0.21%

1.38%12-mo yield$138 · $88 on $10k0.88%

−9.3%Worst dropSmaller wins−8.5%

16.3%VolatilityLower wins13.1%

2–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJS · DFAC

0.3%LTH0.0%

0.9%VSXY0.0%

0.8%MHK0.0%

0.9%JXN0.0%

Held in common4.7%

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%	$85.6B
2	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.38%	+2.8%	+18.9%	+24.5%	+17.5%	+6.4%	−9.3%	$7.5B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B

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%	$85.6B
2	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.38%	+2.8%	+18.9%	+24.5%	+17.5%	+6.4%	−9.3%	$7.5B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B

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

IJS vs DFAC

IJS

iShares S&P Small-Cap 600 Value

$13,632

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureIJSDFAC

Fee0.18%0.21%

Cost on $10k a year$18$21

Yield1.38%0.88%

5 years, per year+6.4%+11.0%

3 years, per year+17.5%+21.2%

Worst drop · 1Y−9.3%−8.5%

Volatility · 1Y16.3%13.1%

4–2measures won
DFAC first

4.7%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: IJS, DFAC, IJR

Today

65.4%most shared, IJS and IJR

IJSDFACIJR

IJS—4.7%65.4%

DFAC4.7%—6.4%

IJR65.4%6.4%—

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

Income After Fees on $10,000

$120most kept, IJS

IJS$138 − $18 = $120

IJR$121 − $6 = $115

DFAC$88 − $21 = $67

KeptFee

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