SMLF vs DFAC

ASMLF

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · SMLF $15,942

Lowest cost0.05%IJH · $5 on $10k

Most income1.21%IJH · $121 on $10k

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

Held in common14.9%SMLF and DFAC

SMLF

DFAC

iShares U.S. Small-Cap Equity Factor ETF · $4.3BDimensional - US Core Equity 2 ETF · $87.7B

+21.4%3 years · per year$17,876 · $17,787+21.2%

+9.8%5 years · per year$15,942 · $16,820+11.0%

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

0.98%12-mo yield$98 · $88 on $10k0.88%

−8.7%Worst dropSmaller wins−8.5%

17.5%VolatilityLower wins13.1%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMLF · DFAC

0.6%TPR0.1%

0.7%WSM0.1%

0.3%USFD0.1%

0.5%SN0.1%

Held in common14.9%

End-of-day Nov 9, 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%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	0.98%	+3.3%	+16.0%	+19.5%	+21.4%	+9.8%	−8.7%	$4.3B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B

End-of-day Nov 9, 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%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	0.98%	+3.3%	+16.0%	+19.5%	+21.4%	+9.8%	−8.7%	$4.3B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SMLF vs DFAC

SMLF

iShares U.S. Small-Cap Equity Factor

$15,942

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureSMLFDFAC

Fee0.15%0.21%

Cost on $10k a year$15$21

Yield0.98%0.88%

5 years, per year+9.8%+11.0%

3 years, per year+21.4%+21.2%

Worst drop · 1Y−8.7%−8.5%

Volatility · 1Y17.5%13.1%

3–3measures won
level

14.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SMLF, DFAC, IJH

Today

40.2%most shared, SMLF and IJH

SMLFDFACIJH

SMLF—14.9%40.2%

DFAC14.9%—11.4%

IJH40.2%11.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

SMLF$98 − $15 = $83

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee