RSSL vs DFAS

ARSSL

BDFAS

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$13,927DFAS · IJR $13,170

Lowest cost0.06%IJR · $6 on $10k

Most income1.37%RSSL · $137 on $10k

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

Held in common49.8%RSSL and DFAS

RSSL

DFAS

Global X - Russell 2000 ETF · $1.5BDimensional - US Small Cap ETF · $33.8B

[…]3 years · per year[…] · $16,130+17.3%

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

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

1.37%12-mo yield$137 · $103 on $10k1.03%

−11.1%Worst dropSmaller wins−9.4%

18.7%VolatilityLower wins15.7%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRSSL · DFAS

0.3%UMBF0.2%

0.3%LTH0.2%

0.3%IDCC0.2%

0.3%EAT0.2%

Held in common49.8%

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%	$33.8B
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B
3	ARSSL	Global X - Russell 2000 ETFRead Desk	0.08%	1.37%	+1.2%	+11.9%	+13.0%	new	new	−11.1%	$1.5B

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%	$33.8B
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B
3	ARSSL	Global X - Russell 2000 ETFRead Desk	0.08%	1.37%	+1.2%	+11.9%	+13.0%	new	new	−11.1%	$1.5B

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

RSSL vs DFAS

RSSL

Global X - Russell 2000

[…]

DFAS

Dimensional - US Small Cap

$13,927

MeasureRSSLDFAS

Fee0.08%0.30%

Cost on $10k a year$8$30

Yield1.37%1.03%

5 years, per year[…]+6.8%

3 years, per year[…]+17.3%

Worst drop · 1Y−11.1%−9.4%

Volatility · 1Y18.7%15.7%

2–2measures won
level

49.8%

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: RSSL, DFAS, IJR

Today

49.8%most shared, RSSL and DFAS

RSSLDFASIJR

RSSL—49.8%48.3%

DFAS49.8%—34.5%

IJR48.3%34.5%—

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

Income After Fees on $10,000

$129most kept, RSSL

RSSL$137 − $8 = $129

IJR$124 − $6 = $118

DFAS$103 − $30 = $73

KeptFee

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