DFAS vs IJS

ADFAS

BIJS

Measures won2–4IJS wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · DFAS $13,927

Lowest cost0.03%VUG · $3 on $10k

Most income1.42%IJS · $142 on $10k

Smallest drop−9.3%IJS · worst fall in 1Y

Held in common24.9%DFAS and IJS

DFAS

IJS

Dimensional - US Small Cap ETF · $33.7BiShares S&P Small-Cap 600 Value ETF · $7.5B

+17.3%3 years · per year$16,130 · $16,272+17.6%

+6.8%5 years · per year$13,927 · $13,645+6.4%

0.30%Expense ratio$30 · $18 on $10k · lower wins0.18%

1.03%12-mo yield$103 · $142 on $10k1.42%

−9.4%Worst dropSmaller wins−9.3%

15.7%VolatilityLower wins16.2%

2–4IJS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · IJS

0.2%LTH0.3%

0.2%JXN0.9%

0.2%MHK0.8%

0.2%VSXY0.9%

Held in common24.9%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	BIJS	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

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	BIJS	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

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

DFAS vs IJS

DFAS

Dimensional - US Small Cap

$13,927

IJS

iShares S&P Small-Cap 600 Value

$13,645

MeasureDFASIJS

Fee0.30%0.18%

Cost on $10k a year$30$18

Yield1.03%1.42%

5 years, per year+6.8%+6.4%

3 years, per year+17.3%+17.6%

Worst drop · 1Y−9.4%−9.3%

Volatility · 1Y15.7%16.2%

4–2measures won
IJS first

24.9%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IJS, DFAS, VUG

Today

24.9%most shared, IJS and DFAS

IJSDFASVUG

IJS—24.9%0.0%

DFAS24.9%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$124most kept, IJS

IJS$142 − $18 = $124

DFAS$103 − $30 = $73

VUG$42 − $3 = $39

KeptFee

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