BSVO vs DFAS

ABSVO

BDFAS

Measures won3–2BSVO wins · of 6 · 5Y

$10,000 · 5Y$16,902VUG · DFAS $14,758

Lowest cost0.03%VUG · $3 on $10k

Most income1.23%BSVO · $123 on $10k

Smallest drop−8.3%BSVO · worst fall in 1Y

Held in common11.5%BSVO and DFAS

BSVO

DFAS

EA Bridgeway Omni Small-Cap Value ETF · $2.5BDimensional - US Small Cap ETF · $34.7B

+20.7%3 years · per year$17,570 · $16,881+19.1%

[…]5 years · per year[…] · $14,320+7.4%

0.45%Expense ratio$45 · $30 on $10k · lower wins0.30%

1.23%12-mo yield$123 · $101 on $10k1.01%

−8.3%Worst dropSmaller wins−9.4%

15.8%VolatilityLower wins15.3%

3–2BSVO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBSVO · DFAS

0.8%VSAT0.2%

1.0%VSXY0.2%

0.8%INSW0.1%

0.7%BFH0.1%

Held in common11.5%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
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
3	ABSVO	EA Bridgeway Omni Small-Cap Value ETFRead Desk	0.45%	1.23%	−0.9%	+23.8%	+31.0%	+20.7%	new	−8.3%	$2.5B

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
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
3	ABSVO	EA Bridgeway Omni Small-Cap Value ETFRead Desk	0.45%	1.23%	−0.9%	+23.8%	+31.0%	+20.7%	new	−8.3%	$2.5B

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

BSVO vs DFAS

BSVO

EA Bridgeway Omni Small-Cap Value

[…]

DFAS

Dimensional - US Small Cap

$14,320

MeasureBSVODFAS

Fee0.45%0.30%

Cost on $10k a year$45$30

Yield1.23%1.01%

5 years, per year[…]+7.4%

3 years, per year+20.7%+19.1%

Worst drop · 1Y−8.3%−9.4%

Volatility · 1Y15.8%15.3%

3–2measures won
BSVO first

11.5%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

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 4, 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 4, 2026

Overlap: BSVO, DFAS, VUG

Today

11.5%most shared, BSVO and DFAS

BSVODFASVUG

BSVO—11.5%0.0%

DFAS11.5%—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

$78most kept, BSVO

BSVO$123 − $45 = $78

DFAS$101 − $30 = $71

VUG$41 − $3 = $38

KeptFee

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