AVSC vs DFAS

AAVSC

BDFAS

Measures won3–2AVSC wins · of 6 · 5Y

$10,000 · 5Y$14,320DFAS

Lowest cost0.25%AVSC · $25 on $10k

Most income1.01%DFAS · $101 on $10k

Smallest drop−8.1%AVSC · worst fall in 1Y

Held in common42.0%AVSC and DFAS

AVSC

DFAS

Avantis U.S. Small Cap Equity ETF · $3.2BDimensional - US Small Cap ETF · $34.7B

+21.6%3 years · per year$17,987 · $16,881+19.1%

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

0.25%Expense ratio$25 · $30 on $10k · lower wins0.30%

0.98%12-mo yield$98 · $101 on $10k1.01%

−8.1%Worst dropSmaller wins−9.4%

15.6%VolatilityLower wins15.3%

3–2AVSC wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVSC · DFAS

0.3%ANF0.2%

0.2%QLYS0.2%

0.2%ADT0.2%

0.2%CROX0.2%

Held in common42.0%

End-of-day Nov 3, 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%	1.01%	−0.3%	+15.7%	+19.0%	+19.1%	+7.4%	−9.4%	$34.7B
2	AAVSC	Avantis U.S. Small Cap Equity ETFRead Desk		0.25%	0.98%	−0.4%	+22.6%	+26.2%	+21.6%	new	−8.1%	$3.2B

End-of-day Nov 3, 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%	1.01%	−0.3%	+15.7%	+19.0%	+19.1%	+7.4%	−9.4%	$34.7B
2	AAVSC	Avantis U.S. Small Cap Equity ETFRead Desk		0.25%	0.98%	−0.4%	+22.6%	+26.2%	+21.6%	new	−8.1%	$3.2B

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

Cards for this view

AVSC vs DFAS

AVSC

Avantis U.S. Small Cap Equity

[…]

DFAS

Dimensional - US Small Cap

$14,320

MeasureAVSCDFAS

Fee0.25%0.30%

Cost on $10k a year$25$30

Yield0.98%1.01%

5 years, per year[…]+7.4%

3 years, per year+21.6%+19.1%

Worst drop · 1Y−8.1%−9.4%

Volatility · 1Y15.6%15.3%

3–1measures won
AVSC first

42.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: AVSC, DFAS

Today

42.0%most shared, AVSC and DFAS

AVSCDFAS

AVSC—42.0%

DFAS42.0%—

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

Income After Fees on $10,000

$73most kept, AVSC

AVSC$98 − $25 = $73

DFAS$101 − $30 = $71

KeptFee

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