AVSC vs DFAS

AAVSC

BDFAS

Measures won3–2AVSC wins · of 6 · 5Y

$10,000 · 5Y$14,758DFAS · IJH $14,620

Lowest cost0.05%IJH · $5 on $10k

Most income1.21%IJH · $121 on $10k

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

Held in common41.8%AVSC and DFAS

AVSC

DFAS

Avantis U.S. Small Cap Equity ETF · $3.2BDimensional - US Small Cap ETF · $35.2B

+22.1%3 years · per year$18,188 · $16,976+19.3%

[…]5 years · per year[…] · $14,758+8.1%

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

0.96%12-mo yield$96 · $100 on $10k1.00%

−8.1%Worst dropSmaller wins−9.4%

15.7%VolatilityLower wins15.3%

3–2AVSC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVSC · DFAS

0.3%ANF0.2%

0.2%QLYS0.2%

0.2%ADT0.2%

0.2%CROX0.2%

Held in common41.8%

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

All Three

5Y3 funds

#
1	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
3	AAVSC	Avantis U.S. Small Cap Equity ETFRead Desk	0.25%	0.96%	+1.9%	+25.0%	+28.8%	+22.1%	new	−8.1%	$3.2B

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

All Three

5Y3 funds

#
1	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
3	AAVSC	Avantis U.S. Small Cap Equity ETFRead Desk	0.25%	0.96%	+1.9%	+25.0%	+28.8%	+22.1%	new	−8.1%	$3.2B

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

AVSC vs DFAS

AVSC

Avantis U.S. Small Cap Equity

[…]

DFAS

Dimensional - US Small Cap

$14,758

MeasureAVSCDFAS

Fee0.25%0.30%

Cost on $10k a year$25$30

Yield0.96%1.00%

5 years, per year[…]+8.1%

3 years, per year+22.1%+19.3%

Worst drop · 1Y−8.1%−9.4%

Volatility · 1Y15.7%15.3%

3–1measures won
AVSC first

41.8%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: AVSC, DFAS, IJH

Today

41.8%most shared, AVSC and DFAS

AVSCDFASIJH

AVSC—41.8%10.5%

DFAS41.8%—41.1%

IJH10.5%41.1%—

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

AVSC$96 − $25 = $71

DFAS$100 − $30 = $70

KeptFee

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