SMLL vs DFAS

ASMLL

BDFAS

Measures won1–3DFAS wins · of 6 · 5Y

$10,000 · 5Y$13,927DFAS · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income2.11%SMLL · $211 on $10k

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

Held in common3.8%SMLL and DFAS

SMLL

DFAS

Harbor Active Small Cap ETF (SMLL) · $14MDimensional - US Small Cap ETF · $33.8B

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

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

0.80%Expense ratio$80 · $30 on $10k · lower wins0.30%

2.11%12-mo yield$211 · $103 on $10k1.03%

−12.1%Worst dropSmaller wins−9.4%

17.5%VolatilityLower wins15.7%

1–3DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMLL · DFAS

2.0%RRC0.2%

3.8%WTFC0.2%

1.8%CART0.2%

3.3%FDS0.2%

Held in common3.8%

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	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
3	ASMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.11%	−0.2%	+12.3%	+10.7%	new	new	−12.1%	$14M

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	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
3	ASMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.11%	−0.2%	+12.3%	+10.7%	new	new	−12.1%	$14M

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

SMLL vs DFAS

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

DFAS

Dimensional - US Small Cap

$13,927

MeasureSMLLDFAS

Fee0.80%0.30%

Cost on $10k a year$80$30

Yield2.11%1.03%

5 years, per year[…]+6.8%

3 years, per year[…]+17.3%

Worst drop · 1Y−12.1%−9.4%

Volatility · 1Y17.5%15.7%

3–1measures won
DFAS first

3.8%

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: SMLL, DFAS, IJH

Today

40.7%most shared, DFAS and IJH

SMLLDFASIJH

SMLL—3.8%5.0%

DFAS3.8%—40.7%

IJH5.0%40.7%—

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

Income After Fees on $10,000

$131most kept, SMLL

SMLL$211 − $80 = $131

IJH$126 − $5 = $121

DFAS$103 − $30 = $73

KeptFee

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