XJR vs DFAS

AXJR

BDFAS

Measures won1–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DFAS $13,927

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common30.8%XJR and DFAS

XJR

DFAS

iShares ESG Select Screened S&P Small-Cap ETF · $210MDimensional - US Small Cap ETF · $33.7B

+17.3%3 years · per year$16,158 · $16,130+17.3%

+5.5%5 years · per year$13,084 · $13,927+6.8%

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

0.95%12-mo yield$95 · $103 on $10k1.03%

−10.2%Worst dropSmaller wins−9.4%

16.8%VolatilityLower wins15.7%

1–4DFAS 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 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	AXJR	iShares ESG Select Screened S&P Small-Cap ETFRead Desk	0.12%	0.95%	−0.1%	+15.4%	+16.8%	+17.3%	+5.5%	−10.2%	$210M

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	AXJR	iShares ESG Select Screened S&P Small-Cap ETFRead Desk	0.12%	0.95%	−0.1%	+15.4%	+16.8%	+17.3%	+5.5%	−10.2%	$210M

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

XJR vs DFAS

XJR

iShares ESG Select Screened S&P Small-Cap

$13,084

DFAS

Dimensional - US Small Cap

$13,927

MeasureXJRDFAS

Fee0.12%0.30%

Cost on $10k a year$12$30

Yield0.95%1.03%

5 years, per year+5.5%+6.8%

3 years, per year+17.3%+17.3%

Worst drop · 1Y−10.2%−9.4%

Volatility · 1Y16.8%15.7%

3–1measures won
DFAS first

30.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: XJR, DFAS, VTV

Today

30.8%most shared, XJR and DFAS

XJRDFASVTV

XJR—30.8%0.0%

DFAS30.8%—0.1%

VTV0.0%0.1%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

XJR$95 − $12 = $83

DFAS$103 − $30 = $73

KeptFee

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