IJT vs DFAS

AIJT

BDFAS

Measures won1–5DFAS wins · of 6 · 5Y

$10,000 · 5Y$14,758DFAS · IJT $13,273

Lowest cost0.18%IJT · $18 on $10k

Most income1.00%DFAS · $100 on $10k

Smallest drop−9.4%DFAS · worst fall in 1Y

Held in common22.0%IJT and DFAS

IJT

DFAS

iShares S&P Small-Cap 600 Growth ETF · $7.5BDimensional - US Small Cap ETF · $34.7B

+18.5%3 years · per year$16,639 · $16,976+19.3%

+5.8%5 years · per year$13,273 · $14,758+8.1%

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

0.75%12-mo yield$75 · $100 on $10k1.00%

−11.0%Worst dropSmaller wins−9.4%

16.9%VolatilityLower wins15.3%

1–5DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJT · DFAS

0.6%URBN0.2%

0.7%LTH0.2%

0.9%ETSY0.2%

1.2%VSAT0.2%

Held in common22.0%

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

Both

5Y2 funds

#			Trend
1	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B
2	AIJT	iShares S&P Small-Cap 600 Growth ETFRead Desk		0.18%	0.75%	+1.0%	+19.1%	+20.5%	+18.5%	+5.8%	−11.0%	$7.5B

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

Both

5Y2 funds

#			Trend
1	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B
2	AIJT	iShares S&P Small-Cap 600 Growth ETFRead Desk		0.18%	0.75%	+1.0%	+19.1%	+20.5%	+18.5%	+5.8%	−11.0%	$7.5B

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

IJT vs DFAS

IJT

iShares S&P Small-Cap 600 Growth

$13,273

DFAS

Dimensional - US Small Cap

$14,758

MeasureIJTDFAS

Fee0.18%0.30%

Cost on $10k a year$18$30

Yield0.75%1.00%

5 years, per year+5.8%+8.1%

3 years, per year+18.5%+19.3%

Worst drop · 1Y−11.0%−9.4%

Volatility · 1Y16.9%15.3%

5–1measures won
DFAS first

22.0%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IJT, DFAS

Today

22.0%most shared, IJT and DFAS

IJTDFAS

IJT—22.0%

DFAS22.0%—

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

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

IJT$75 − $18 = $57

KeptFee

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