SMLF vs DFAS · Compare Desk

ADFAS

BIJH

Measures won2–4IJH wins · of 6 · 5Y

$10,000 · 5Y$13,927DFAS · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.25%IJH · $125 on $10k

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

Held in common40.7%DFAS and IJH

DFAS vs IJH

DFAS

IJH

Dimensional - US Small Cap ETF · $33.7BiShares Core S&P Mid-Cap ETF · $121B

+17.3%3 years · per year$16,130 · $15,806+16.5%

+6.8%5 years · per year$13,927 · $13,830+6.7%

0.30%Expense ratio$30 · $5 on $10k · lower wins0.05%

1.03%12-mo yield$103 · $125 on $10k1.25%

−9.4%Worst dropSmaller wins−8.8%

15.7%VolatilityLower wins15.5%

2–4IJH wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · IJH

0.3%CCK0.4%

0.3%BJ0.4%

0.2%UMBF0.3%

0.2%ELAN0.4%

Held in common40.7%

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

Both

5Y2 funds

#			Trend
1	ADFAS	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	BIJH	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

Both

5Y2 funds

#			Trend
1	ADFAS	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	BIJH	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

DFAS vs IJH

DFAS

Dimensional - US Small Cap

$13,927

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureDFASIJH

Fee0.30%0.05%

Cost on $10k a year$30$5

Yield1.03%1.25%

5 years, per year+6.8%+6.7%

3 years, per year+17.3%+16.5%

Worst drop · 1Y−9.4%−8.8%

Volatility · 1Y15.7%15.5%

4–2measures won
IJH first

40.7%

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: DFAS, IJH

Today

40.7%most shared, DFAS and IJH

DFASIJH

DFAS—40.7%

IJH40.7%—

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

DFAS$103 − $30 = $73

KeptFee

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