Compare · 2 funds side by side · dividends reinvested

DFAS and JPSV

DFASDimensional×JPSVJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,927DFAS · best of the two

02 / 04

DFAS and JPSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Active Small Cap Value ETFUS Stock Styles · Small cap0.55%1.18%+20.4%+24.3%+15.4%[…]−9.1%14.0%$30M1.3

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.7B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAS 1992 · JPSV 2023

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Active Small Cap Value ETF · $30M[…]

JPSV

DFAS

Dimensional - US Small Cap ETF · $33.7B$13,927

$10,000 five years ago, dividends reinvested · they hold 8.9% in common

JPSVMeasureDFAS

+20.4%Year to dateJan 1 → Nov 6+12.7%

+24.3%1 yearTotal return+15.9%

+15.4%3 years · per year$10,000 became $15,361 · $16,130+17.3%

[…]5 years · per year$10,000 became […] · $13,927+6.8%

0.55%Expense ratio$55 · $30 a year on $10k · lower is better0.30%

1.18%Trailing 12-mo yield$118 · $103 a year on $10k1.03%

−9.1%Worst dropSmaller is better−9.4%

14.0%VolatilityLower is calmer15.7%

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

5–2JPSV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JPSV vs DFAS: Top 5 Holdings

Today

JPSV

8.3%in top 5

DFAS

in top 51.3%

JPSVStockDFAS

1.9%CONnot top 5

1.7%NSITnot top 5

1.7%ONBnot top 5

1.6%SIGInot top 5

1.5%EHCnot top 5

not top 5SWKS0.3%

not top 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

not top 5UMBF0.2%

Held in common8.9%

End-of-day Nov 6, 2026 · share of each fund

JPSV vs DFAS Returns, Every Period

J.P. MorganJPSV

+24.3%

past year

DFASDimensional

+15.9%

past year

JPSVDFASFaded: behind in that period

2–1JPSV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

JPSV vs DFAS

YTD

J.P. MorganJPSV

+20.4%

DFASDimensional

+12.7%

+20.4%Year to date+12.7%

−9.1%Worst drop · 1Y−9.4%

14.0%Volatility · 1Y15.7%

1.2%Yield1.0%

$29.8MAssets$33.7B

4–0JPSV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, JPSV

Today

0.30%lowest, DFAS

FundExpense ratioFee$10k

DFAS0.30%$30

JPSV0.55%$55

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAS, JPSV

1.18%highest, JPSV

FundTrailing yieldYield$10k

JPSV1.18%$118

DFAS1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$73most kept, DFAS

DFAS$103 − $30 = $73

JPSV$118 − $55 = $63

KeptFee

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

Overlap: DFAS, JPSV

Today

8.9%most shared, DFAS and JPSV

DFASJPSV

DFAS—8.9%

JPSV8.9%—

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

Return vs Bumpiness: 2 ETFs

+24.3%JPSV, at 14.0% volatility

JPSVWorst drop−9.1%14.0% vol

DFASWorst drop−9.4%15.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JPSVDFAS

+20.4%Year to date+12.7%

1.2%Yield1.0%

+24.3%Past year+15.9%

0.55%Fee0.30%

3–1JPSV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026