VBK vs DFAS

AVBK

BDFAS

Measures won2–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$13,927DFAS · IJH $13,830

Lowest cost0.05%VBK · $5 on $10k

Most income1.26%IJH · $126 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common28.9%VBK and DFAS

VBK

DFAS

Vanguard Morningstar Small-Cap Growth ETF · $22.8BDimensional - US Small Cap ETF · $33.8B

+17.7%3 years · per year$16,320 · $16,130+17.3%

+2.2%5 years · per year$11,151 · $13,927+6.8%

0.05%Expense ratio$5 · $30 on $10k · lower wins0.30%

0.44%12-mo yield$44 · $103 on $10k1.03%

−13.6%Worst dropSmaller wins−9.4%

21.1%VolatilityLower wins15.7%

2–4DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVBK · DFAS

0.4%HALO0.2%

0.3%MANH0.2%

0.3%RGEN0.2%

0.2%IDCC0.2%

Held in common28.9%

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	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
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
3	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk	0.05%	0.44%	+1.3%	+6.3%	+6.9%	+17.7%	+2.2%	−13.6%	$22.8B

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	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
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
3	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk	0.05%	0.44%	+1.3%	+6.3%	+6.9%	+17.7%	+2.2%	−13.6%	$22.8B

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

VBK vs DFAS

VBK

Vanguard Morningstar Small-Cap Growth

$11,151

DFAS

Dimensional - US Small Cap

$13,927

MeasureVBKDFAS

Fee0.05%0.30%

Cost on $10k a year$5$30

Yield0.44%1.03%

5 years, per year+2.2%+6.8%

3 years, per year+17.7%+17.3%

Worst drop · 1Y−13.6%−9.4%

Volatility · 1Y21.1%15.7%

4–2measures won
DFAS first

28.9%

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: VBK, DFAS, IJH

Today

40.7%most shared, DFAS and IJH

VBKDFASIJH

VBK—28.9%38.8%

DFAS28.9%—40.7%

IJH38.8%40.7%—

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAS$103 − $30 = $73

VBK$44 − $5 = $39

KeptFee

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