IWM vs DFAS

AIWM

BDFAS

Measures won2–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$13,927DFAS · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.25%IJH · $125 on $10k

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

Held in common50.1%IWM and DFAS

IWM

DFAS

iShares Russell 2000 ETF · $76.6BDimensional - US Small Cap ETF · $33.7B

+19.6%3 years · per year$17,100 · $16,130+17.3%

+5.0%5 years · per year$12,766 · $13,927+6.8%

0.19%Expense ratio$19 · $30 on $10k · lower wins0.30%

1.00%12-mo yield$100 · $103 on $10k1.03%

−11.1%Worst dropSmaller wins−9.4%

18.7%VolatilityLower wins15.7%

2–4DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · DFAS

0.3%UMBF0.2%

0.3%MOG-A0.2%

0.3%LTH0.2%

0.3%IDCC0.2%

Held in common50.1%

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	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B

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	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B

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

IWM vs DFAS

IWM

iShares Russell 2000

$12,766

DFAS

Dimensional - US Small Cap

$13,927

MeasureIWMDFAS

Fee0.19%0.30%

Cost on $10k a year$19$30

Yield1.00%1.03%

5 years, per year+5.0%+6.8%

3 years, per year+19.6%+17.3%

Worst drop · 1Y−11.1%−9.4%

Volatility · 1Y18.7%15.7%

3–2measures won
DFAS first

50.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IWM, DFAS, IJH

Today

50.1%most shared, IWM and DFAS

IWMDFASIJH

IWM—50.1%12.9%

DFAS50.1%—40.7%

IJH12.9%40.7%—

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

IWM$100 − $19 = $81

DFAS$103 − $30 = $73

KeptFee

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