IJS vs DFAS

AIJS

BDFAS

Measures won4–2IJS wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · DFAS $13,932

Lowest cost0.03%VUG · $3 on $10k

Most income1.42%IJS · $142 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common24.8%IJS and DFAS

IJS

DFAS

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

+18.0%3 years · per year$16,426 · $16,215+17.5%

+6.4%5 years · per year$13,664 · $13,932+6.9%

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

1.42%12-mo yield$142 · $104 on $10k1.04%

−9.3%Worst dropSmaller wins−9.4%

16.3%VolatilityLower wins15.8%

4–2IJS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIJS · DFAS

0.3%LTH0.2%

0.9%JXN0.2%

0.8%MHK0.2%

0.9%VSXY0.2%

Held in common24.8%

End-of-day Nov 5, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
3	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.8B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
3	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.8B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

End-of-day Nov 5, 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

$13,664

DFAS

Dimensional - US Small Cap

$13,932

MeasureIJSDFAS

Fee0.18%0.30%

Cost on $10k a year$18$30

Yield1.42%1.04%

5 years, per year+6.4%+6.9%

3 years, per year+18.0%+17.5%

Worst drop · 1Y−9.3%−9.4%

Volatility · 1Y16.3%15.8%

4–2measures won
IJS first

24.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IJS, DFAS, VUG, VO

Today

24.8%most shared, IJS and DFAS

IJSDFASVUGVO

IJS—24.8%0.0%0.0%

DFAS24.8%—0.0%0.1%

VUG0.0%0.0%—10.2%

VO0.0%0.1%10.2%—

End-of-day Nov 5, 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

DFAS$104 − $30 = $74

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee