XJR vs DFAS

AXJR

BDFAS

Measures won2–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$14,758DFAS · XJR $13,844

Lowest cost0.12%XJR · $12 on $10k

Most income1.00%DFAS · $100 on $10k

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

Held in common30.6%XJR and DFAS

XJR

DFAS

iShares ESG Select Screened S&P Small-Cap ETF · $214MDimensional - US Small Cap ETF · $34.7B

+19.4%3 years · per year$17,021 · $16,976+19.3%

+6.7%5 years · per year$13,844 · $14,758+8.1%

0.12%Expense ratio$12 · $30 on $10k · lower wins0.30%

0.92%12-mo yield$92 · $100 on $10k1.00%

−10.2%Worst dropSmaller wins−9.4%

16.5%VolatilityLower wins15.3%

2–4DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsXJR · DFAS

0.3%URBN0.2%

0.6%JXN0.2%

0.5%LTH0.2%

0.5%MHK0.2%

Held in common30.6%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B
2	AXJR	iShares ESG Select Screened S&P Small-Cap ETFRead Desk		0.12%	0.92%	+1.9%	+19.9%	+22.6%	+19.4%	+6.7%	−10.2%	$214M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B
2	AXJR	iShares ESG Select Screened S&P Small-Cap ETFRead Desk		0.12%	0.92%	+1.9%	+19.9%	+22.6%	+19.4%	+6.7%	−10.2%	$214M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XJR vs DFAS

XJR

iShares ESG Select Screened S&P Small-Cap

$13,845

DFAS

Dimensional - US Small Cap

$14,758

MeasureXJRDFAS

Fee0.12%0.30%

Cost on $10k a year$12$30

Yield0.92%1.00%

5 years, per year+6.7%+8.1%

3 years, per year+19.4%+19.3%

Worst drop · 1Y−10.2%−9.4%

Volatility · 1Y16.5%15.3%

4–2measures won
DFAS first

30.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: XJR, DFAS

Today

30.6%most shared, XJR and DFAS

XJRDFAS

XJR—30.6%

DFAS30.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$80most kept, XJR

XJR$92 − $12 = $80

DFAS$100 − $30 = $70

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee