IJT vs DFAS

AIJT

BDFAS

Measures won1–5DFAS wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · DFAS $13,927

Lowest cost0.03%VUG · $3 on $10k

Most income1.03%DFAS · $103 on $10k

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

Held in common22.1%IJT and DFAS

IJT

DFAS

iShares S&P Small-Cap 600 Growth ETF · $7.2BDimensional - US Small Cap ETF · $33.8B

+16.6%3 years · per year$15,866 · $16,130+17.3%

+4.6%5 years · per year$12,498 · $13,927+6.8%

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

0.78%12-mo yield$78 · $103 on $10k1.03%

−11.0%Worst dropSmaller wins−9.4%

17.3%VolatilityLower wins15.7%

1–5DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJT · DFAS

0.6%URBN0.2%

0.8%LTH0.2%

1.0%ETSY0.2%

0.9%AWI0.2%

Held in common22.1%

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	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
3	AIJT	iShares S&P Small-Cap 600 Growth ETFRead Desk	0.18%	0.78%	+0.7%	+14.9%	+15.8%	+16.6%	+4.6%	−11.0%	$7.2B

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	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
3	AIJT	iShares S&P Small-Cap 600 Growth ETFRead Desk	0.18%	0.78%	+0.7%	+14.9%	+15.8%	+16.6%	+4.6%	−11.0%	$7.2B

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

IJT vs DFAS

IJT

iShares S&P Small-Cap 600 Growth

$12,498

DFAS

Dimensional - US Small Cap

$13,927

MeasureIJTDFAS

Fee0.18%0.30%

Cost on $10k a year$18$30

Yield0.78%1.03%

5 years, per year+4.6%+6.8%

3 years, per year+16.6%+17.3%

Worst drop · 1Y−11.0%−9.4%

Volatility · 1Y17.3%15.7%

5–1measures won
DFAS first

22.1%

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$59.1B

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: IJT, DFAS, VUG

Today

22.1%most shared, IJT and DFAS

IJTDFASVUG

IJT—22.1%0.0%

DFAS22.1%—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

$73most kept, DFAS

DFAS$103 − $30 = $73

IJT$78 − $18 = $60

VUG$42 − $3 = $39

KeptFee

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