IJS vs DFAS

AIJS

BDFAS

Measures won4–2IJS wins · of 6 · 5Y

$10,000 · 5Y$14,758DFAS · IJH $14,620

Lowest cost0.05%IJH · $5 on $10k

Most income1.37%IJS · $137 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common24.6%IJS and DFAS

IJS

DFAS

iShares S&P Small-Cap 600 Value ETF · $7.8BDimensional - US Small Cap ETF · $35.2B

+19.7%3 years · per year$17,153 · $16,976+19.3%

+7.5%5 years · per year$14,359 · $14,758+8.1%

0.18%Expense ratio$18 · $30 on $10k · lower wins0.30%

1.37%12-mo yield$137 · $100 on $10k1.00%

−9.3%Worst dropSmaller wins−9.4%

15.9%VolatilityLower wins15.3%

4–2IJS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJS · DFAS

0.9%JXN0.2%

0.3%LTH0.2%

0.8%MHK0.2%

1.1%PAYC0.2%

Held in common24.6%

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

All Three

5Y3 funds

#
1	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
3	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−9.3%	$7.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
3	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−9.3%	$7.8B

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

IJS vs DFAS

IJS

iShares S&P Small-Cap 600 Value

$14,359

DFAS

Dimensional - US Small Cap

$14,758

MeasureIJSDFAS

Fee0.18%0.30%

Cost on $10k a year$18$30

Yield1.37%1.00%

5 years, per year+7.5%+8.1%

3 years, per year+19.7%+19.3%

Worst drop · 1Y−9.3%−9.4%

Volatility · 1Y15.9%15.3%

4–2measures won
IJS first

24.6%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IJS, DFAS, IJH

Today

41.1%most shared, DFAS and IJH

IJSDFASIJH

IJS—24.6%0.0%

DFAS24.6%—41.1%

IJH0.0%41.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$119most kept, IJS

IJS$137 − $18 = $119

IJH$121 − $5 = $116

DFAS$100 − $30 = $70

KeptFee

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