SMLL vs DFAC

ASMLL

BDFAC

Measures won1–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · IJH $14,049

Lowest cost0.05%IJH · $5 on $10k

Most income2.06%SMLL · $206 on $10k

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

Held in common1.0%SMLL and DFAC

SMLL

DFAC

Harbor Active Small Cap ETF (SMLL) · $13MDimensional - US Core Equity 2 ETF · $85.6B

[…]3 years · per year[…] · $17,787+21.2%

[…]5 years · per year[…] · $16,820+11.0%

0.80%Expense ratio$80 · $21 on $10k · lower wins0.21%

2.06%12-mo yield$206 · $88 on $10k0.88%

−12.1%Worst dropSmaller wins−8.5%

17.2%VolatilityLower wins13.1%

1–3DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMLL · DFAC

2.3%RS0.1%

2.0%RRC0.1%

1.8%CART0.1%

3.3%SSNC0.1%

Held in common1.0%

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%	$85.6B
2	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%	$121.4B
3	ASMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.06%	+2.4%	+15.0%	+17.7%	new	new	−12.1%	$13M

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%	$85.6B
2	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%	$121.4B
3	ASMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.06%	+2.4%	+15.0%	+17.7%	new	new	−12.1%	$13M

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

SMLL vs DFAC

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureSMLLDFAC

Fee0.80%0.21%

Cost on $10k a year$80$21

Yield2.06%0.88%

5 years, per year[…]+11.0%

3 years, per year[…]+21.2%

Worst drop · 1Y−12.1%−8.5%

Volatility · 1Y17.2%13.1%

3–1measures won
DFAC first

1.0%

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%

$120BAssets$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: SMLL, DFAC, IJH

Today

11.4%most shared, DFAC and IJH

SMLLDFACIJH

SMLL—1.0%5.0%

DFAC1.0%—11.4%

IJH5.0%11.4%—

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

Income After Fees on $10,000

$126most kept, SMLL

SMLL$206 − $80 = $126

IJH$121 − $5 = $116

DFAC$88 − $21 = $67

KeptFee

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