SIZE vs DFAC

ASIZE

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · SIZE $14,104

Lowest cost0.05%IJH · $5 on $10k

Most income1.39%SIZE · $139 on $10k

Smallest drop−8.0%SIZE · worst fall in 1Y

Held in common42.8%SIZE and DFAC

SIZE

DFAC

iShares MSCI USA Size Factor ETF · $426MDimensional - US Core Equity 2 ETF · $85.7B

+18.0%3 years · per year$16,431 · $17,722+21.0%

+7.1%5 years · per year$14,104 · $16,525+10.6%

0.15%Expense ratio$15 · $21 on $10k · lower wins0.21%

1.39%12-mo yield$139 · $90 on $10k0.90%

−8.0%Worst dropSmaller wins−8.5%

13.2%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSIZE · DFAC

0.2%AMGN0.4%

0.2%TRV0.3%

0.2%ABBV0.5%

0.2%RCL0.2%

Held in common42.8%

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−0.4%	+10.6%	+12.4%	+18.0%	+7.1%	−8.0%	$426M
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−0.4%	+10.6%	+12.4%	+18.0%	+7.1%	−8.0%	$426M
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

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

SIZE vs DFAC

SIZE

iShares MSCI USA Size Factor

$14,104

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureSIZEDFAC

Fee0.15%0.21%

Cost on $10k a year$15$21

Yield1.39%0.90%

5 years, per year+7.1%+10.6%

3 years, per year+18.0%+21.0%

Worst drop · 1Y−8.0%−8.5%

Volatility · 1Y13.2%12.9%

3–3measures won
level

42.8%

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: SIZE, DFAC, IJH

Today

42.8%most shared, SIZE and DFAC

SIZEDFACIJH

SIZE—42.8%5.2%

DFAC42.8%—11.4%

IJH5.2%11.4%—

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

Income After Fees on $10,000

$124most kept, SIZE

SIZE$139 − $15 = $124

IJH$126 − $5 = $121

DFAC$90 − $21 = $69

KeptFee

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