XJR vs DFAS

AXJR

BDFAS

Measures won2–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · DFAS $13,932

Lowest cost0.12%XJR · $12 on $10k

Most income1.04%DFAS · $104 on $10k

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

Held in common30.8%XJR and DFAS

XJR

DFAS

iShares ESG Select Screened S&P Small-Cap ETF · $218MDimensional - US Small Cap ETF · $35.2B

+17.6%3 years · per year$16,248 · $16,215+17.5%

+5.5%5 years · per year$13,086 · $13,932+6.9%

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

0.95%12-mo yield$95 · $104 on $10k1.04%

−10.2%Worst dropSmaller wins−9.4%

16.9%VolatilityLower wins15.8%

2–4DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXJR · DFAS

0.3%URBN0.2%

0.6%LTH0.2%

0.5%JXN0.2%

0.5%MHK0.2%

Held in common30.8%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
3	AXJR	iShares ESG Select Screened S&P Small-Cap ETFRead Desk	0.12%	0.95%	−3.6%	+15.5%	+19.1%	+17.6%	+5.5%	−10.2%	$218M

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
3	AXJR	iShares ESG Select Screened S&P Small-Cap ETFRead Desk	0.12%	0.95%	−3.6%	+15.5%	+19.1%	+17.6%	+5.5%	−10.2%	$218M

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

XJR vs DFAS

XJR

iShares ESG Select Screened S&P Small-Cap

$13,086

DFAS

Dimensional - US Small Cap

$13,932

MeasureXJRDFAS

Fee0.12%0.30%

Cost on $10k a year$12$30

Yield0.95%1.04%

5 years, per year+5.5%+6.9%

3 years, per year+17.6%+17.5%

Worst drop · 1Y−10.2%−9.4%

Volatility · 1Y16.9%15.8%

3–2measures won
DFAS first

30.8%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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

Overlap: XJR, DFAS, IWF

Today

30.8%most shared, XJR and DFAS

XJRDFASIWF

XJR—30.8%0.0%

DFAS30.8%—1.4%

IWF0.0%1.4%—

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

Income After Fees on $10,000

$83most kept, XJR

XJR$95 − $12 = $83

DFAS$104 − $30 = $74

IWF$39 − $18 = $21

KeptFee

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