SMRI vs DFAC

ASMRI

BDFAC

Measures won2–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income1.44%SMRI · $144 on $10k

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

Held in common7.7%SMRI and DFAC

SMRI

DFAC

Bushido Capital US Equity ETF · $701MDimensional - US Core Equity 2 ETF · $85.7B

+26.5%3 years · per year$20,248 · $17,722+21.0%

[…]5 years · per year[…] · $16,525+10.6%

0.71%Expense ratio$71 · $21 on $10k · lower wins0.21%

1.44%12-mo yield$144 · $90 on $10k0.90%

−8.7%Worst dropSmaller wins−8.5%

15.2%VolatilityLower wins12.9%

2–3DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMRI · DFAC

2.3%LLY1.3%

2.0%XOM0.9%

1.2%MU0.8%

2.1%COP0.4%

Held in common7.7%

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

All Three

5Y3 funds

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	ASMRI	Bushido Capital US Equity ETFRead Desk	0.71%	1.44%	−0.4%	+30.3%	+35.3%	+26.5%	new	−8.7%	$701M

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	ASMRI	Bushido Capital US Equity ETFRead Desk	0.71%	1.44%	−0.4%	+30.3%	+35.3%	+26.5%	new	−8.7%	$701M

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

SMRI vs DFAC

SMRI

Bushido Capital US Equity

[…]

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureSMRIDFAC

Fee0.71%0.21%

Cost on $10k a year$71$21

Yield1.44%0.90%

5 years, per year[…]+10.6%

3 years, per year+26.5%+21.0%

Worst drop · 1Y−8.7%−8.5%

Volatility · 1Y15.2%12.9%

3–2measures won
DFAC first

7.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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

Overlap: SMRI, DFAC, IWF

Today

40.2%most shared, DFAC and IWF

SMRIDFACIWF

SMRI—7.7%7.1%

DFAC7.7%—40.2%

IWF7.1%40.2%—

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

Income After Fees on $10,000

$73most kept, SMRI

SMRI$144 − $71 = $73

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

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