Compare · 2 funds side by side · dividends reinvested

JPSE and DFAS

JPSEJ.P. Morgan×DFASDimensional×

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

02 / 04

JPSE and DFAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Diversified Return U.S. Small Cap Equity ETFUS Stock Styles · Small cap0.29%1.47%+13.0%+14.6%+16.2%+6.1%−8.0%14.7%$560M1.4

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: JPSE 2016 · DFAS 1992

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAS

JPSE

JPMorgan Diversified Return U.S. Small Cap Equity ETF · $560M$13,477

$10,000 five years ago, dividends reinvested · they hold 25.7% in common

DFASMeasureJPSE

+12.7%Year to dateJan 1 → Nov 6+13.0%

+15.9%1 yearTotal return+14.6%

+17.3%3 years · per year$10,000 became $16,130 · $15,694+16.2%

+6.8%5 years · per year$10,000 became $13,927 · $13,477+6.1%

0.30%Expense ratio$30 · $29 a year on $10k · lower is better0.29%

1.03%Trailing 12-mo yield$103 · $147 a year on $10k1.47%

−9.4%Worst dropSmaller is better−8.0%

15.7%VolatilityLower is calmer14.7%

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

3–5JPSE wins

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

More Ways to See the Pairs

DFAS vs JPSE: Top 5 Holdings

Today

DFAS

1.3%in top 5

JPSE

in top 51.9%

DFASStockJPSE

not top 5SIG0.4%

not top 5YOU0.4%

not top 5DRH0.4%

not top 5APLE0.4%

not top 5NWE0.4%

0.3%SWKSnot top 5

0.3%CCKnot top 5

0.3%SJMnot top 5

0.3%BJnot top 5

0.2%UMBFnot top 5

Held in common25.7%

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

DFAS vs JPSE Returns, Every Period

DimensionalDFAS

+6.8%

5 years, per year

JPSEJ.P. Morgan

+6.1%

5 years, per year

DFASJPSEFaded: behind in that period

3–1DFAS wins

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

DFAS vs JPSE

YTD

DimensionalDFAS

+12.7%

JPSEJ.P. Morgan

+13.0%

+12.7%Year to date+13.0%

−9.4%Worst drop · 1Y−8.0%

15.7%Volatility · 1Y14.7%

1.0%Yield1.5%

$33.7BAssets$560M

4–0JPSE wins

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

Cost, Income and Risk

Fees: JPSE, DFAS

Today

0.29%lowest, JPSE

FundExpense ratioFee$10k

JPSE0.29%$29

DFAS0.30%$30

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

Yields: JPSE, DFAS

1.47%highest, JPSE

FundTrailing yieldYield$10k

JPSE1.47%$147

DFAS1.03%$103

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

Income After Fees on $10,000

$118most kept, JPSE

JPSE$147 − $29 = $118

DFAS$103 − $30 = $73

KeptFee

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

Overlap: JPSE, DFAS

Today

25.7%most shared, JPSE and DFAS

JPSEDFAS

JPSE—25.7%

DFAS25.7%—

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

Return vs Bumpiness: 2 ETFs

+15.9%DFAS, at 15.7% volatility

JPSEWorst drop−8.0%14.7% 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

JPSEDFAS

+13.0%Year to date+12.7%

1.5%Yield1.0%

+14.6%Past year+15.9%

0.29%Fee0.30%

3–1JPSE 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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026