IWN vs DFAS

AIWN

BDFAS

Measures won4–1IWN wins · of 6 · 5Y

$10,000 · 5Y$13,927DFAS · IWN $13,927

Lowest cost0.05%IJH · $5 on $10k

Most income1.54%IWN · $154 on $10k

Smallest drop−8.5%IWN · worst fall in 1Y

Held in common31.4%IWN and DFAS

IWN

DFAS

iShares Russell 2000 Value ETF · $13.9BDimensional - US Small Cap ETF · $33.7B

+20.1%3 years · per year$17,306 · $16,130+17.3%

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

0.24%Expense ratio$24 · $30 on $10k · lower wins0.30%

1.54%12-mo yield$154 · $103 on $10k1.03%

−8.5%Worst dropSmaller wins−9.4%

15.9%VolatilityLower wins15.7%

4–1IWN wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWN · DFAS

0.6%UMBF0.2%

0.5%LTH0.2%

0.2%URBN0.2%

0.6%JXN0.2%

Held in common31.4%

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	AIWN	iShares Russell 2000 Value ETFRead Desk	0.24%	1.54%	−0.2%	+17.5%	+21.0%	+20.1%	+6.8%	−8.5%	$13.9B
3	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

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	AIWN	iShares Russell 2000 Value ETFRead Desk	0.24%	1.54%	−0.2%	+17.5%	+21.0%	+20.1%	+6.8%	−8.5%	$13.9B
3	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

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

IWN vs DFAS

IWN

iShares Russell 2000 Value

$13,927

DFAS

Dimensional - US Small Cap

$13,927

MeasureIWNDFAS

Fee0.24%0.30%

Cost on $10k a year$24$30

Yield1.54%1.03%

5 years, per year+6.8%+6.8%

3 years, per year+20.1%+17.3%

Worst drop · 1Y−8.5%−9.4%

Volatility · 1Y15.9%15.7%

4–1measures won
IWN first

31.4%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IWN, DFAS, IJH

Today

40.7%most shared, DFAS and IJH

IWNDFASIJH

IWN—31.4%8.2%

DFAS31.4%—40.7%

IJH8.2%40.7%—

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

Income After Fees on $10,000

$130most kept, IWN

IWN$154 − $24 = $130

IJH$125 − $5 = $120

DFAS$103 − $30 = $73

KeptFee

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