IJR vs DFAS

AIJR

BDFAS

Measures won2–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$13,932DFAS · IJR $13,136

Lowest cost0.06%IJR · $6 on $10k

Most income1.24%IJR · $124 on $10k

Smallest drop−9.4%DFAS · worst fall in 1Y

Held in common34.5%IJR and DFAS

IJR

DFAS

iShares Core S&P Small-Cap ETF · $104BDimensional - US Small Cap ETF · $33.8B

+17.4%3 years · per year$16,200 · $16,215+17.5%

+5.6%5 years · per year$13,136 · $13,932+6.9%

0.06%Expense ratio$6 · $30 on $10k · lower wins0.30%

1.24%12-mo yield$124 · $104 on $10k1.04%

−9.7%Worst dropSmaller wins−9.4%

16.3%VolatilityLower wins15.8%

2–4DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJR · DFAS

0.3%URBN0.2%

0.5%LTH0.2%

0.5%JXN0.2%

0.4%MHK0.2%

Held in common34.5%

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	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
2	AIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B
3	SQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.49%	−3.7%	new	new	new	new	[…]	$7M

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	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
2	AIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B
3	SQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.49%	−3.7%	new	new	new	new	[…]	$7M

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

IJR vs DFAS

IJR

iShares Core S&P Small-Cap

$13,136

DFAS

Dimensional - US Small Cap

$13,932

MeasureIJRDFAS

Fee0.06%0.30%

Cost on $10k a year$6$30

Yield1.24%1.04%

5 years, per year+5.6%+6.9%

3 years, per year+17.4%+17.5%

Worst drop · 1Y−9.7%−9.4%

Volatility · 1Y16.3%15.8%

4–2measures won
DFAS first

34.5%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SQLT, DFAS, IJR

Today

37.4%most shared, SQLT and DFAS

SQLTDFASIJR

SQLT—37.4%27.0%

DFAS37.4%—34.5%

IJR27.0%34.5%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

DFAS$104 − $30 = $74

SQLT$49 − $20 = $29

KeptFee

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