AESL vs DFAS

AAESL

BDFAS

Measures won0–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$13,932DFAS

Lowest cost0.30%DFAS · $30 on $10k

Most income1.04%DFAS · $104 on $10k

Smallest drop−9.4%DFAS · worst fall in 1Y

Held in common5.7%AESL and DFAS

AESL

DFAS

Harbor AlphaEdge Small Cap Value ETF · $3MDimensional - US Small Cap ETF · $35.2B

[…]3 years · per year[…] · $16,215+17.5%

[…]5 years · per year[…] · $13,932+6.9%

0.40%Expense ratio$40 · $30 on $10k · lower wins0.30%

0.00%12-mo yield$0 · $104 on $10k1.04%

[…]Worst dropSmaller wins−9.4%

[…]VolatilityLower wins15.8%

0–2DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsAESL · DFAS

0.7%UMBF0.2%

1.0%ANF0.2%

0.8%PBF0.2%

0.2%QLYS0.2%

Held in common5.7%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
2	AAESL	Harbor AlphaEdge Small Cap Value ETFRead Desk		0.40%	0.00%	0.0%	new	new	new	new	[…]	$3M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
2	AAESL	Harbor AlphaEdge Small Cap Value ETFRead Desk		0.40%	0.00%	0.0%	new	new	new	new	[…]	$3M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AESL vs DFAS

AESL

Harbor AlphaEdge Small Cap Value

[…]

DFAS

Dimensional - US Small Cap

$13,932

MeasureAESLDFAS

Fee0.40%0.30%

Cost on $10k a year$40$30

Yield0.00%1.04%

5 years, per year[…]+6.9%

3 years, per year[…]+17.5%

Worst drop · 1Y[…]−9.4%

Volatility · 1Y[…]15.8%

2–0measures won
DFAS first

5.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: AESL, DFAS

Today

5.7%most shared, AESL and DFAS

AESLDFAS

AESL—5.7%

DFAS5.7%—

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

Income After Fees on $10,000

$74most kept, DFAS

DFAS$104 − $30 = $74

AESL$0 − $40 = −$40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee