SMMD vs DFAC

ASMMD

BDFAC

Measures won1–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income1.13%SMMD · $113 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

+21.7%3 years · per year$18,029 · $18,682+23.2%

+7.4%5 years · per year$14,291 · $17,417+11.7%

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

1.13%12-mo yield$113 · $87 on $10k0.87%

−9.7%Worst dropSmaller wins−8.5%

16.6%VolatilityLower wins12.3%

1–5DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMMD · DFAC

0.3%USFD0.1%

0.3%ATI0.1%

0.2%SN0.1%

0.3%THC0.1%

Held in common22.2%

End-of-day Nov 4, 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%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	ASMMD	iShares Russell 2500 ETFRead Desk	0.23%	1.13%	+1.2%	+18.5%	+20.5%	+21.7%	+7.4%	−9.7%	$4.2B

End-of-day Nov 4, 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%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	ASMMD	iShares Russell 2500 ETFRead Desk	0.23%	1.13%	+1.2%	+18.5%	+20.5%	+21.7%	+7.4%	−9.7%	$4.2B

End-of-day Nov 4, 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

$14,291

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureSMMDDFAC

Fee0.23%0.21%

Cost on $10k a year$23$21

Yield1.13%0.87%

5 years, per year+7.4%+11.7%

3 years, per year+21.7%+23.2%

Worst drop · 1Y−9.7%−8.5%

Volatility · 1Y16.6%12.3%

5–1measures won
DFAC first

22.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SMMD, DFAC, VUG

Today

36.1%most shared, DFAC and VUG

SMMDDFACVUG

SMMD—22.2%0.0%

DFAC22.2%—36.1%

VUG0.0%36.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$90most kept, SMMD

SMMD$113 − $23 = $90

DFAC$87 − $21 = $66

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee