CSB vs DFAS

ACSB

BDFAS

Measures won2–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$14,758DFAS · CSB $13,767

Lowest cost0.30%DFAS · $30 on $10k

Most income3.05%CSB · $305 on $10k

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

Held in common9.0%CSB and DFAS

CSB

DFAS

VictoryShares US Small Cap High Div Volatility Wtd ETF · $249MDimensional - US Small Cap ETF · $34.7B

+16.9%3 years · per year$15,990 · $16,976+19.3%

+6.6%5 years · per year$13,767 · $14,758+8.1%

0.39%Expense ratio$39 · $30 on $10k · lower wins0.30%

3.05%12-mo yield$305 · $100 on $10k1.00%

−9.5%Worst dropSmaller wins−9.4%

12.8%VolatilityLower wins15.3%

2–4DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsCSB · DFAS

1.3%VLY0.2%

1.4%PB0.2%

0.8%LNC0.2%

0.7%LW0.2%

Held in common9.0%

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	ACSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk		0.39%	3.05%	+1.8%	+18.1%	+22.3%	+16.9%	+6.6%	−9.5%	$249M

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	ACSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk		0.39%	3.05%	+1.8%	+18.1%	+22.3%	+16.9%	+6.6%	−9.5%	$249M

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

CSB vs DFAS

CSB

VictoryShares US Small Cap High Div Volatility Wtd

$13,767

DFAS

Dimensional - US Small Cap

$14,758

MeasureCSBDFAS

Fee0.39%0.30%

Cost on $10k a year$39$30

Yield3.05%1.00%

5 years, per year+6.6%+8.1%

3 years, per year+16.9%+19.3%

Worst drop · 1Y−9.5%−9.4%

Volatility · 1Y12.8%15.3%

4–2measures won
DFAS first

9.0%

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: CSB, DFAS

Today

9.0%most shared, CSB and DFAS

CSBDFAS

CSB—9.0%

DFAS9.0%—

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

Income After Fees on $10,000

$266most kept, CSB

CSB$305 − $39 = $266

DFAS$100 − $30 = $70

KeptFee

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