AFSM vs DFAS

AAFSM

BDFAS

Measures won2–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$15,621AFSM · DFAS $14,758

Lowest cost0.30%DFAS · $30 on $10k

Most income1.00%DFAS · $100 on $10k

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

Held in common16.9%AFSM and DFAS

AFSM

DFAS

First Trust Active Factor Small Cap ETF · $132MDimensional - US Small Cap ETF · $34.7B

+21.7%3 years · per year$18,012 · $16,976+19.3%

+9.3%5 years · per year$15,621 · $14,758+8.1%

0.75%Expense ratio$75 · $30 on $10k · lower wins0.30%

0.51%12-mo yield$51 · $100 on $10k1.00%

−9.6%Worst dropSmaller wins−9.4%

17.3%VolatilityLower wins15.3%

2–4DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsAFSM · DFAS

0.8%HALO0.3%

0.3%AIT0.3%

0.3%IESC0.2%

0.4%EAT0.2%

Held in common16.9%

End-of-day Nov 4, 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	AAFSM	First Trust Active Factor Small Cap ETFRead Desk		0.75%	0.51%	+0.9%	+21.4%	+24.6%	+21.7%	+9.3%	−9.6%	$132M
2	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AAFSM	First Trust Active Factor Small Cap ETFRead Desk		0.75%	0.51%	+0.9%	+21.4%	+24.6%	+21.7%	+9.3%	−9.6%	$132M
2	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AFSM vs DFAS

AFSM

First Trust Active Factor Small Cap

$15,621

DFAS

Dimensional - US Small Cap

$14,758

MeasureAFSMDFAS

Fee0.75%0.30%

Cost on $10k a year$75$30

Yield0.51%1.00%

5 years, per year+9.3%+8.1%

3 years, per year+21.7%+19.3%

Worst drop · 1Y−9.6%−9.4%

Volatility · 1Y17.3%15.3%

4–2measures won
DFAS first

16.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: AFSM, DFAS

Today

16.9%most shared, AFSM and DFAS

AFSMDFAS

AFSM—16.9%

DFAS16.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

AFSM$51 − $75 = −$24

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee