AVUV vs DFAS

AAVUV

BDFAS

Measures won6–0AVUV wins · of 6 · 5Y

$10,000 · 5Y$17,429AVUV · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income1.22%AVUV · $122 on $10k

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

Held in common26.6%AVUV and DFAS

AVUV

DFAS

Avantis U.S. Small Cap Value ETF · $32.3BDimensional - US Small Cap ETF · $35.2B

+21.0%3 years · per year$17,707 · $16,976+19.3%

+11.8%5 years · per year$17,429 · $14,758+8.1%

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

1.22%12-mo yield$122 · $100 on $10k1.00%

−8.2%Worst dropSmaller wins−9.4%

14.8%VolatilityLower wins15.3%

6–0AVUV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVUV · DFAS

0.6%URBN0.2%

0.2%JXN0.2%

0.5%THG0.2%

0.2%LTH0.2%

Held in common26.6%

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	AAVUV	Avantis U.S. Small Cap Value ETFRead Desk	0.25%	1.22%	+1.5%	+23.4%	+29.1%	+21.0%	+11.8%	−8.2%	$32.3B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	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

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	AAVUV	Avantis U.S. Small Cap Value ETFRead Desk	0.25%	1.22%	+1.5%	+23.4%	+29.1%	+21.0%	+11.8%	−8.2%	$32.3B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	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

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

AVUV vs DFAS

AVUV

Avantis U.S. Small Cap Value

$17,429

DFAS

Dimensional - US Small Cap

$14,758

MeasureAVUVDFAS

Fee0.25%0.30%

Cost on $10k a year$25$30

Yield1.22%1.00%

5 years, per year+11.8%+8.1%

3 years, per year+21.0%+19.3%

Worst drop · 1Y−8.2%−9.4%

Volatility · 1Y14.8%15.3%

6–0measures won
AVUV first

26.6%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

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

Overlap: AVUV, DFAS, VUG

Today

26.6%most shared, AVUV and DFAS

AVUVDFASVUG

AVUV—26.6%0.0%

DFAS26.6%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$97most kept, AVUV

AVUV$122 − $25 = $97

DFAS$100 − $30 = $70

VUG$40 − $3 = $37

KeptFee

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