CSB vs DFAS

ACSB

BDFAS

Measures won2–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$13,932DFAS · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income3.12%CSB · $312 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common9.1%CSB and DFAS

CSB

DFAS

VictoryShares US Small Cap High Div Volatility Wtd ETF · $246MDimensional - US Small Cap ETF · $35.2B

+15.8%3 years · per year$15,539 · $16,215+17.5%

+6.0%5 years · per year$13,373 · $13,932+6.9%

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

3.12%12-mo yield$312 · $104 on $10k1.04%

−9.5%Worst dropSmaller wins−9.4%

13.0%VolatilityLower wins15.8%

2–4DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSB · DFAS

1.3%VLY0.2%

1.4%PB0.2%

0.7%LW0.2%

0.8%LNC0.2%

Held in common9.1%

End-of-day Nov 5, 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	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B
3	ACSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk	0.39%	3.12%	−2.0%	+15.8%	+20.3%	+15.8%	+6.0%	−9.5%	$246M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B
3	ACSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk	0.39%	3.12%	−2.0%	+15.8%	+20.3%	+15.8%	+6.0%	−9.5%	$246M

End-of-day Nov 5, 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

$13,373

DFAS

Dimensional - US Small Cap

$13,932

MeasureCSBDFAS

Fee0.39%0.30%

Cost on $10k a year$39$30

Yield3.12%1.04%

5 years, per year+6.0%+6.9%

3 years, per year+15.8%+17.5%

Worst drop · 1Y−9.5%−9.4%

Volatility · 1Y13.0%15.8%

4–2measures won
DFAS first

9.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CSB, DFAS, IJH

Today

40.9%most shared, DFAS and IJH

CSBDFASIJH

CSB—9.1%6.7%

DFAS9.1%—40.9%

IJH6.7%40.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$273most kept, CSB

CSB$312 − $39 = $273

IJH$126 − $5 = $121

DFAS$104 − $30 = $74

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee