Compare · 2 funds side by side · dividends reinvested

DFAS and BBSC

DFASDimensional×BBSCJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,932DFAS · best of the two

02 / 04

DFAS and BBSC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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

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

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: DFAS 1992 · BBSC 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

BBSC

DFAS

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

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

BBSCMeasureDFAS

+13.6%Year to dateJan 1 → Nov 5+12.6%

+15.1%1 yearTotal return+17.3%

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

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

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

1.09%Trailing 12-mo yield$109 · $104 a year on $10k1.04%

−10.6%Worst dropSmaller is better−9.4%

18.2%VolatilityLower is calmer15.8%

BBSCDFAS 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

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%BTSGnot top 5

0.4%AHRnot top 5

0.4%MOG-Anot top 5

0.4%FROGnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5ELAN0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common43.5%

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

BBSC vs DFAS Returns, Every Period

J.P. MorganBBSC

+5.8%

5 years, per year

DFASDimensional

+6.9%

5 years, per year

BBSCDFASFaded: behind in that period

2–2Level

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

BBSC vs DFAS

YTD

J.P. MorganBBSC

+13.6%

DFASDimensional

+12.6%

+13.6%Year to date+12.6%

−10.6%Worst drop · 1Y−9.4%

18.2%Volatility · 1Y15.8%

1.1%Yield1.0%

$729MAssets$35.2B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, BBSC

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: DFAS, BBSC

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: DFAS, BBSC

Today

43.5%most shared, DFAS and BBSC

DFASBBSC

DFAS—43.5%

BBSC43.5%—

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