AVUV vs DFAS

AAVUV

BDFAS

Measures won6–0AVUV wins · of 6 · 5Y

$10,000 · 5Y$16,719AVUV · DFAS $14,320

Lowest cost0.25%AVUV · $25 on $10k

Most income1.24%AVUV · $124 on $10k

Smallest drop−8.2%AVUV · worst fall in 1Y

Held in common26.7%AVUV and DFAS

AVUV

DFAS

Avantis U.S. Small Cap Value ETF · $32.6BDimensional - US Small Cap ETF · $34.7B

+20.6%3 years · per year$17,553 · $16,881+19.1%

+10.8%5 years · per year$16,719 · $14,320+7.4%

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

1.24%12-mo yield$124 · $101 on $10k1.01%

−8.2%Worst dropSmaller wins−9.4%

14.8%VolatilityLower wins15.3%

6–0AVUV wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVUV · DFAS

0.6%URBN0.2%

0.2%JXN0.2%

0.5%THG0.2%

0.4%MHK0.2%

Held in common26.7%

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	AAVUV	Avantis U.S. Small Cap Value ETFRead Desk		0.25%	1.24%	−0.9%	+21.6%	+27.2%	+20.6%	+10.8%	−8.2%	$32.6B
2	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

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	AAVUV	Avantis U.S. Small Cap Value ETFRead Desk		0.25%	1.24%	−0.9%	+21.6%	+27.2%	+20.6%	+10.8%	−8.2%	$32.6B
2	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

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

AVUV vs DFAS

AVUV

Avantis U.S. Small Cap Value

$16,719

DFAS

Dimensional - US Small Cap

$14,320

MeasureAVUVDFAS

Fee0.25%0.30%

Cost on $10k a year$25$30

Yield1.24%1.01%

5 years, per year+10.8%+7.4%

3 years, per year+20.6%+19.1%

Worst drop · 1Y−8.2%−9.4%

Volatility · 1Y14.8%15.3%

6–0measures won
AVUV first

26.7%

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: AVUV, DFAS

Today

26.7%most shared, AVUV and DFAS

AVUVDFAS

AVUV—26.7%

DFAS26.7%—

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

Income After Fees on $10,000

$99most kept, AVUV

AVUV$124 − $25 = $99

DFAS$101 − $30 = $71

KeptFee

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