SMMD vs DFAC

ASMMD

BDFAC

Measures won1–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · IWF $15,330

Lowest cost0.18%IWF · $18 on $10k

Most income1.18%SMMD · $118 on $10k

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

Held in common22.2%SMMD and DFAC

SMMD

DFAC

iShares Russell 2500 ETF · $4.2BDimensional - US Core Equity 2 ETF · $89.2B

+19.8%3 years · per year$17,183 · $17,812+21.2%

+6.2%5 years · per year$13,516 · $16,526+10.6%

0.23%Expense ratio$23 · $21 on $10k · lower wins0.21%

1.18%12-mo yield$118 · $90 on $10k0.90%

−9.7%Worst dropSmaller wins−8.5%

17.0%VolatilityLower wins12.9%

1–5DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMMD · DFAC

0.3%USFD0.1%

0.3%THC0.1%

0.3%SN0.1%

0.3%ATI0.1%

Held in common22.2%

End-of-day Nov 5, 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%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	ASMMD	iShares Russell 2500 ETFRead Desk	0.23%	1.18%	−3.9%	+13.9%	+17.7%	+19.8%	+6.2%	−9.7%	$4.2B

End-of-day Nov 5, 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%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	ASMMD	iShares Russell 2500 ETFRead Desk	0.23%	1.18%	−3.9%	+13.9%	+17.7%	+19.8%	+6.2%	−9.7%	$4.2B

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

Cards for this view

SMMD vs DFAC

SMMD

iShares Russell 2500

$13,516

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureSMMDDFAC

Fee0.23%0.21%

Cost on $10k a year$23$21

Yield1.18%0.90%

5 years, per year+6.2%+10.6%

3 years, per year+19.8%+21.2%

Worst drop · 1Y−9.7%−8.5%

Volatility · 1Y17.0%12.9%

5–1measures won
DFAC first

22.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SMMD, DFAC, IWF

Today

40.8%most shared, DFAC and IWF

SMMDDFACIWF

SMMD—22.2%2.4%

DFAC22.2%—40.8%

IWF2.4%40.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$95most kept, SMMD

SMMD$118 − $23 = $95

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee