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$13,932DFAS · 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%1.09%+13.6%+15.1%+20.9%+5.8%−10.6%18.2%$729M1.5

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$35.2B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: BBSC 2020 · DFAS 1992

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $35.2B$13,932

DFAS

BBSC

JPMorgan BetaBuilders U.S. Small Cap Equity ETF · $729M$13,283

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

DFASMeasureBBSC

+12.6%Year to dateJan 1 → Nov 5+13.6%

+17.3%1 yearTotal return+15.1%

+17.5%3 years · per year$10,000 became $16,215 · $17,653+20.9%

+6.9%5 years · per year$10,000 became $13,932 · $13,283+5.8%

0.30%Expense ratio$30 · $9 a year on $10k · lower is better0.09%

1.04%Trailing 12-mo yield$104 · $109 a year on $10k1.09%

−9.4%Worst dropSmaller is better−10.6%

15.8%VolatilityLower is calmer18.2%

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

4–4Level

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

More Ways to See the Pairs

DFAS vs BBSC: Top 5 Holdings

Today

DFAS

1.4%in top 5

BBSC

in top 52.1%

DFASStockBBSC

not top 5SMTC0.5%

not top 5BTSG0.4%

not top 5AHR0.4%

not top 5MOG-A0.4%

not top 5FROG0.4%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%ELANnot top 5

0.2%CCKnot top 5

0.2%AITnot top 5

Held in common43.5%

End-of-day Nov 5, 2026 · share of each fund

DFAS vs BBSC Returns, Every Period

DimensionalDFAS

+6.9%

5 years, per year

BBSCJ.P. Morgan

+5.8%

5 years, per year

DFASBBSCFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAS vs BBSC

YTD

DimensionalDFAS

+12.6%

BBSCJ.P. Morgan

+13.6%

+12.6%Year to date+13.6%

−9.4%Worst drop · 1Y−10.6%

15.8%Volatility · 1Y18.2%

1.0%Yield1.1%

$35.2BAssets$729M

2–2level

End-of-day Nov 5, 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 5, 2026 · fee on $10,000 a year

Yields: BBSC, DFAS

1.09%highest, BBSC

FundTrailing yieldYield$10k

BBSC1.09%$109

DFAS1.04%$104

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$100most kept, BBSC

BBSC$109 − $9 = $100

DFAS$104 − $30 = $74

KeptFee

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

Return vs Bumpiness: 2 ETFs

+17.3%DFAS, at 15.8% volatility

DFASWorst drop−9.4%15.8% vol

BBSCWorst drop−10.6%18.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BBSCDFAS

+13.6%Year to date+12.6%

1.1%Yield1.0%

+15.1%Past year+17.3%

0.09%Fee0.30%

3–1BBSC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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