DFAC vs SSCP

ADFAC

BSSCP

Measures won2–0DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · VO $13,616

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.1%DFAC and SSCP

DFAC

SSCP

Dimensional - US Core Equity 2 ETF · $89.2BSMART Small Cap ETF · $14M

+21.2%3 years · per year$17,812 · […][…]

+10.6%5 years · per year$16,526 · […][…]

0.21%Expense ratio$21 · $79 on $10k · lower wins0.79%

0.90%12-mo yield$90 · $0 on $10k0.00%

−8.5%Worst dropSmaller wins[…]

12.9%VolatilityLower wins[…]

2–0DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · SSCP

0.0%WKC2.0%

0.0%HOPE1.9%

0.0%GCT6.7%

0.0%NAT2.1%

Held in common0.1%

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 Four

5Y4 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B
4	BSSCP	SMART Small Cap ETFRead Desk	0.79%	0.00%	−2.6%	new	new	new	new	[…]	$14M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B
4	BSSCP	SMART Small Cap ETFRead Desk	0.79%	0.00%	−2.6%	new	new	new	new	[…]	$14M

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

DFAC vs SSCP

DFAC

Dimensional - US Core Equity 2

$16,526

SSCP

SMART Small Cap

[…]

MeasureDFACSSCP

Fee0.21%0.79%

Cost on $10k a year$21$79

Yield0.90%0.00%

5 years, per year+10.6%[…]

3 years, per year+21.2%[…]

Worst drop · 1Y−8.5%[…]

Volatility · 1Y12.9%[…]

2–0measures won
DFAC first

0.1%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VO, SSCP, DFAC, IJR

Today

19.6%most shared, VO and DFAC

VOSSCPDFACIJR

VO—0.0%19.6%0.0%

SSCP0.0%—0.1%0.4%

DFAC19.6%0.1%—6.4%

IJR0.0%0.4%6.4%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IJR$124 − $6 = $118

DFAC$90 − $21 = $69

SSCP$0 − $79 = −$79

KeptFee

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