IJR vs DFAS

AIJR

BDFAS

Measures won2–3DFAS wins · of 6 · 5Y

$10,000 · 5Y$14,141SQLV · DFAS $13,927

Lowest cost0.06%IJR · $6 on $10k

Most income1.24%IJR · $124 on $10k

Smallest drop−7.7%SQLV · 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

+17.3%3 years · per year$16,147 · $16,130+17.3%

+5.7%5 years · per year$13,170 · $13,927+6.8%

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

1.24%12-mo yield$124 · $103 on $10k1.03%

−9.7%Worst dropSmaller wins−9.4%

16.2%VolatilityLower wins15.7%

2–3DFAS 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 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	SQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M
2	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
3	AIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B

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	SQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.04%	−1.2%	+21.1%	+25.3%	+16.2%	+7.2%	−7.7%	$39M
2	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
3	AIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B

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

IJR vs DFAS

IJR

iShares Core S&P Small-Cap

$13,170

DFAS

Dimensional - US Small Cap

$13,927

MeasureIJRDFAS

Fee0.06%0.30%

Cost on $10k a year$6$30

Yield1.24%1.03%

5 years, per year+5.7%+6.8%

3 years, per year+17.3%+17.3%

Worst drop · 1Y−9.7%−9.4%

Volatility · 1Y16.2%15.7%

3–2measures won
DFAS first

34.5%

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: SQLV, DFAS, IJR

Today

34.5%most shared, DFAS and IJR

SQLVDFASIJR

SQLV—10.3%15.2%

DFAS10.3%—34.5%

IJR15.2%34.5%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

DFAS$103 − $30 = $73

SQLV$104 − $60 = $44

KeptFee

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