AVSC vs DFAS

AAVSC

BDFAS

Measures won3–2AVSC wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · DFAS $14,033

Lowest cost0.03%VO · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common42.1%AVSC and DFAS

AVSC

DFAS

Avantis U.S. Small Cap Equity ETF · $3.2BDimensional - US Small Cap ETF · $33.7B

+20.1%3 years · per year$17,317 · $16,239+17.5%

[…]5 years · per year[…] · $14,033+7.0%

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

0.97%12-mo yield$97 · $100 on $10k1.00%

−8.1%Worst dropSmaller wins−9.4%

16.2%VolatilityLower wins15.9%

3–2AVSC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAVSC · DFAS

0.2%VCTR0.2%

0.3%ANF0.2%

0.2%ADT0.2%

0.2%CROX0.2%

Held in common42.1%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$33.7B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	AAVSC	Avantis U.S. Small Cap Equity ETFRead Desk	0.25%	0.97%	+2.7%	+23.5%	+29.3%	+20.1%	new	−8.1%	$3.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$33.7B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	AAVSC	Avantis U.S. Small Cap Equity ETFRead Desk	0.25%	0.97%	+2.7%	+23.5%	+29.3%	+20.1%	new	−8.1%	$3.2B

End-of-day Nov 9, 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

$14,033

MeasureAVSCDFAS

Fee0.25%0.30%

Cost on $10k a year$25$30

Yield0.97%1.00%

5 years, per year[…]+7.0%

3 years, per year+20.1%+17.5%

Worst drop · 1Y−8.1%−9.4%

Volatility · 1Y16.2%15.9%

3–1measures won
AVSC first

42.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: AVSC, DFAS, VO, VTV

Today

42.1%most shared, AVSC and DFAS

AVSCDFASVOVTV

AVSC—42.1%0.0%0.0%

DFAS42.1%—0.1%0.1%

VO0.0%0.1%—28.5%

VTV0.0%0.1%28.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VO$135 − $3 = $132

AVSC$97 − $25 = $72

DFAS$100 − $30 = $70

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee