BBSC vs DFAS

ABBSC

BDFAS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,758DFAS · BBSC $14,199

Lowest cost0.09%BBSC · $9 on $10k

Most income1.04%BBSC · $104 on $10k

Smallest drop−9.4%DFAS · worst fall in 1Y

Held in common43.5%BBSC and DFAS

BBSC

DFAS

JPMorgan BetaBuilders U.S. Small Cap Equity ETF · $729MDimensional - US Small Cap ETF · $34.7B

+23.1%3 years · per year$18,635 · $16,976+19.3%

+7.3%5 years · per year$14,199 · $14,758+8.1%

0.09%Expense ratio$9 · $30 on $10k · lower wins0.30%

1.04%12-mo yield$104 · $100 on $10k1.00%

−10.6%Worst dropSmaller wins−9.4%

17.7%VolatilityLower wins15.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsBBSC · DFAS

0.4%MOG-A0.3%

0.4%EAT0.2%

0.3%KRYS0.2%

0.3%PBF0.2%

Held in common43.5%

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

Both

5Y2 funds

#			Trend
1	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B
2	ABBSC	JPMorgan BetaBuilders U.S. Small Cap Equity ETFRead Desk		0.09%	1.04%	+1.8%	+19.0%	+18.4%	+23.1%	+7.3%	−10.6%	$729M

End-of-day Nov 4, 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%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B
2	ABBSC	JPMorgan BetaBuilders U.S. Small Cap Equity ETFRead Desk		0.09%	1.04%	+1.8%	+19.0%	+18.4%	+23.1%	+7.3%	−10.6%	$729M

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

BBSC vs DFAS

BBSC

JPMorgan BetaBuilders U.S. Small Cap Equity

$14,199

DFAS

Dimensional - US Small Cap

$14,758

MeasureBBSCDFAS

Fee0.09%0.30%

Cost on $10k a year$9$30

Yield1.04%1.00%

5 years, per year+7.3%+8.1%

3 years, per year+23.1%+19.3%

Worst drop · 1Y−10.6%−9.4%

Volatility · 1Y17.7%15.3%

3–2measures won
DFAS first

43.5%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: BBSC, DFAS

Today

43.5%most shared, BBSC and DFAS

BBSCDFAS

BBSC—43.5%

DFAS43.5%—

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

Income After Fees on $10,000

$95most kept, BBSC

BBSC$104 − $9 = $95

DFAS$100 − $30 = $70

KeptFee

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