Compare · 2 funds side by side · dividends reinvested

BBSC and DFAS

BBSCJ.P. Morgan×DFASDimensional×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,320DFAS · best of the two

02 / 04

BBSC and DFAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan BetaBuilders U.S. Small Cap Equity ETFUS Stock Styles · Small cap0.09%1.06%+16.9%+16.0%+22.6%+6.4%−10.6%17.6%$729M1.5

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.0%+19.1%+7.4%−9.4%15.3%$34.7B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: BBSC 2020 · DFAS 1992

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders U.S. Small Cap Equity ETF · $729M$13,657

BBSC

DFAS

Dimensional - US Small Cap ETF · $34.7B$14,320

$10,000 five years ago, dividends reinvested · they hold 43.5% in common

BBSCMeasureDFAS

+16.9%Year to dateJan 1 → Nov 3+15.7%

+16.0%1 yearTotal return+19.0%

+22.6%3 years · per year$10,000 became $18,450 · $16,881+19.1%

+6.4%5 years · per year$10,000 became $13,657 · $14,320+7.4%

0.09%Expense ratio$9 · $30 a year on $10k · lower is better0.30%

1.06%Trailing 12-mo yield$106 · $101 a year on $10k1.01%

−10.6%Worst dropSmaller is better−9.4%

17.6%VolatilityLower is calmer15.3%

BBSCDFAS Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BBSC vs DFAS: Top 5 Holdings

Today

BBSC

2.1%in top 5

DFAS

in top 51.4%

BBSCStockDFAS

0.5%SMTCnot top 5

0.4%AHRnot top 5

0.4%MOG-A0.3%

0.4%BTSGnot top 5

0.4%EATnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5WCC0.3%

not top 5RRC0.3%

Held in common43.5%

End-of-day Nov 3, 2026 · share of each fund

BBSC vs DFAS Returns, Every Period

J.P. MorganBBSC

+6.4%

5 years, per year

DFASDimensional

+7.4%

5 years, per year

BBSCDFASFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BBSC vs DFAS

YTD

J.P. MorganBBSC

+16.9%

DFASDimensional

+15.7%

+16.9%Year to date+15.7%

−10.6%Worst drop · 1Y−9.4%

17.6%Volatility · 1Y15.3%

1.1%Yield1.0%

$729MAssets$34.7B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBSC, DFAS

Today

0.09%lowest, BBSC

FundExpense ratioFee$10k

BBSC0.09%$9

DFAS0.30%$30

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BBSC, DFAS

1.06%highest, BBSC

FundTrailing yieldYield$10k

BBSC1.06%$106

DFAS1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$97most kept, BBSC

BBSC$106 − $9 = $97

DFAS$101 − $30 = $71

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BBSC, DFAS

Today

43.5%most shared, BBSC and DFAS

BBSCDFAS

BBSC—43.5%

DFAS43.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.0%DFAS, at 15.3% volatility

DFASWorst drop−9.4%15.3% vol

BBSCWorst drop−10.6%17.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BBSCDFAS

+16.9%Year to date+15.7%

1.1%Yield1.0%

+16.0%Past year+19.0%

0.09%Fee0.30%

3–1BBSC wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026