CALF vs DFAS

ACALF

BDFAS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,842VTV · CALF $14,459

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common11.8%CALF and DFAS

CALF

DFAS

Pacer US Small Cap Cash Cows ETF · $3.9BDimensional - US Small Cap ETF · $34.7B

+15.2%3 years · per year$15,278 · $16,881+19.1%

+7.7%5 years · per year$14,459 · $14,320+7.4%

0.59%Expense ratio$59 · $30 on $10k · lower wins0.30%

1.10%12-mo yield$110 · $101 on $10k1.01%

−7.9%Worst dropSmaller wins−9.4%

15.8%VolatilityLower wins15.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCALF · DFAS

1.4%SJM0.2%

0.8%BWA0.2%

1.1%CART0.2%

1.0%BAH0.2%

Held in common11.8%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	ACALF	Pacer US Small Cap Cash Cows ETFRead Desk	0.59%	1.10%	−1.4%	+31.3%	+35.3%	+15.2%	+7.7%	−7.9%	$3.9B
3	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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	ACALF	Pacer US Small Cap Cash Cows ETFRead Desk	0.59%	1.10%	−1.4%	+31.3%	+35.3%	+15.2%	+7.7%	−7.9%	$3.9B
3	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

CALF vs DFAS

CALF

Pacer US Small Cap Cash Cows

$14,459

DFAS

Dimensional - US Small Cap

$14,320

MeasureCALFDFAS

Fee0.59%0.30%

Cost on $10k a year$59$30

Yield1.10%1.01%

5 years, per year+7.7%+7.4%

3 years, per year+15.2%+19.1%

Worst drop · 1Y−7.9%−9.4%

Volatility · 1Y15.8%15.3%

3–3measures won
level

11.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 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 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

Overlap: CALF, DFAS, VTV

Today

11.8%most shared, CALF and DFAS

CALFDFASVTV

CALF—11.8%0.6%

DFAS11.8%—0.1%

VTV0.6%0.1%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

DFAS$101 − $30 = $71

CALF$110 − $59 = $51

KeptFee

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