Compare · 2 funds side by side · dividends reinvested

JPSV and DFAS

JPSVJ.P. Morgan×DFASDimensional×

Versus in desk

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

02 / 04

JPSV and DFAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Active Small Cap Value ETFUS Stock Styles · Small cap0.55%1.18%+20.3%+24.7%+16.1%[…]−9.1%13.6%$29M1.3

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.0%+19.1%+7.4%−9.4%15.3%$34.7B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: JPSV 2023 · DFAS 1992

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Active Small Cap Value ETF · $29M[…]

JPSV

DFAS

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

$10,000 five years ago, dividends reinvested · they hold 8.8% in common

JPSVMeasureDFAS

+20.3%Year to dateJan 1 → Nov 3+15.7%

+24.7%1 yearTotal return+19.0%

+16.1%3 years · per year$10,000 became $15,634 · $16,881+19.1%

[…]5 years · per year$10,000 became […] · $14,320+7.4%

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

1.18%Trailing 12-mo yield$118 · $101 a year on $10k1.01%

−9.1%Worst dropSmaller is better−9.4%

13.6%VolatilityLower is calmer15.3%

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

5–2JPSV wins

End-of-day Nov 3, 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

8.7%in top 5

DFAS

in top 51.4%

JPSVStockDFAS

1.9%SIGInot top 5

1.7%CONnot top 5

1.7%NSITnot top 5

1.7%MAXnot top 5

1.7%ONBnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5MOG-A0.3%

not top 5WCC0.3%

not top 5RRC0.3%

Held in common8.8%

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

JPSV vs DFAS Returns, Every Period

J.P. MorganJPSV

+24.7%

past year

DFASDimensional

+19.0%

past year

JPSVDFASFaded: behind in that period

2–1JPSV wins

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

JPSV vs DFAS

YTD

J.P. MorganJPSV

+20.3%

DFASDimensional

+15.7%

+20.3%Year to date+15.7%

−9.1%Worst drop · 1Y−9.4%

13.6%Volatility · 1Y15.3%

1.2%Yield1.0%

$29.2MAssets$34.7B

4–0JPSV wins

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

Cost, Income and Risk

Fees: JPSV, DFAS

Today

0.30%lowest, DFAS

FundExpense ratioFee$10k

DFAS0.30%$30

JPSV0.55%$55

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

Yields: JPSV, DFAS

1.18%highest, JPSV

FundTrailing yieldYield$10k

JPSV1.18%$118

DFAS1.01%$101

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

Income After Fees on $10,000

$71most kept, DFAS

DFAS$101 − $30 = $71

JPSV$118 − $55 = $63

KeptFee

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

Overlap: JPSV, DFAS

Today

8.8%most shared, JPSV and DFAS

JPSVDFAS

JPSV—8.8%

DFAS8.8%—

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

Return vs Bumpiness: 2 ETFs

+24.7%JPSV, at 13.6% volatility

JPSVWorst drop−9.1%13.6% vol

DFASWorst drop−9.4%15.3% vol

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

Paid More vs Made More

YTD

JPSVDFAS

+20.3%Year to date+15.7%

1.2%Yield1.0%

+24.7%Past year+19.0%

0.55%Fee0.30%

3–1JPSV 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