IJS vs DFAC

AIJS

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · IWF $15,441

Lowest cost0.03%VO · $3 on $10k

Most income1.42%IJS · $142 on $10k

Smallest drop−8.2%VO · 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

+17.6%3 years · per year$16,272 · $17,722+21.0%

+6.4%5 years · per year$13,645 · $16,525+10.6%

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

1.42%12-mo yield$142 · $90 on $10k0.90%

−9.3%Worst dropSmaller wins−8.5%

16.2%VolatilityLower wins12.9%

2–4DFAC wins

$10,000 · 5 yearsAll four, 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 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 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%	$85.6B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−0.4%	+15.7%	+19.1%	+17.6%	+6.4%	−9.3%	$7.5B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 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%	$85.6B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−0.4%	+15.7%	+19.1%	+17.6%	+6.4%	−9.3%	$7.5B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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

IJS vs DFAC

IJS

iShares S&P Small-Cap 600 Value

$13,645

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureIJSDFAC

Fee0.18%0.21%

Cost on $10k a year$18$21

Yield1.42%0.90%

5 years, per year+6.4%+10.6%

3 years, per year+17.6%+21.0%

Worst drop · 1Y−9.3%−8.5%

Volatility · 1Y16.2%12.9%

4–2measures won
DFAC first

4.7%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IJS, DFAC, VO, IWF

Today

40.2%most shared, DFAC and IWF

IJSDFACVOIWF

IJS—4.7%0.0%0.0%

DFAC4.7%—19.7%40.2%

VO0.0%19.7%—9.2%

IWF0.0%40.2%9.2%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IJS$142 − $18 = $124

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

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