RSSL vs DFAS

ARSSL

BDFAS

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$14,758DFAS · IJH $14,620

Lowest cost0.05%IJH · $5 on $10k

Most income1.31%RSSL · $131 on $10k

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

Held in common50.0%RSSL and DFAS

RSSL

DFAS

Global X - Russell 2000 ETF · $1.4BDimensional - US Small Cap ETF · $35.2B

[…]3 years · per year[…] · $16,976+19.3%

[…]5 years · per year[…] · $14,758+8.1%

0.08%Expense ratio$8 · $30 on $10k · lower wins0.30%

1.31%12-mo yield$131 · $100 on $10k1.00%

−11.1%Worst dropSmaller wins−9.4%

18.1%VolatilityLower wins15.3%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRSSL · DFAS

0.3%UMBF0.2%

0.3%IDCC0.2%

0.3%JXN0.2%

0.2%LTH0.2%

Held in common50.0%

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

All Three

5Y3 funds

#
1	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
3	ARSSL	Global X - Russell 2000 ETFRead Desk	0.08%	1.31%	+1.8%	+16.3%	+17.2%	new	new	−11.1%	$1.4B

End-of-day Nov 4, 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%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
3	ARSSL	Global X - Russell 2000 ETFRead Desk	0.08%	1.31%	+1.8%	+16.3%	+17.2%	new	new	−11.1%	$1.4B

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

RSSL vs DFAS

RSSL

Global X - Russell 2000

[…]

DFAS

Dimensional - US Small Cap

$14,758

MeasureRSSLDFAS

Fee0.08%0.30%

Cost on $10k a year$8$30

Yield1.31%1.00%

5 years, per year[…]+8.1%

3 years, per year[…]+19.3%

Worst drop · 1Y−11.1%−9.4%

Volatility · 1Y18.1%15.3%

2–2measures won
level

50.0%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: RSSL, DFAS, IJH

Today

50.0%most shared, RSSL and DFAS

RSSLDFASIJH

RSSL—50.0%12.5%

DFAS50.0%—41.1%

IJH12.5%41.1%—

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

Income After Fees on $10,000

$123most kept, RSSL

RSSL$131 − $8 = $123

IJH$121 − $5 = $116

DFAS$100 − $30 = $70

KeptFee

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