CSB vs DFAS

ACSB

BDFAS

Measures won2–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DFAS $13,927

Lowest cost0.03%VTV · $3 on $10k

Most income3.23%CSB · $323 on $10k

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

Held in common9.2%CSB and DFAS

CSB

DFAS

VictoryShares US Small Cap High Div Volatility Wtd ETF · $244MDimensional - US Small Cap ETF · $33.7B

+15.4%3 years · per year$15,361 · $16,130+17.3%

+5.8%5 years · per year$13,284 · $13,927+6.8%

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

3.23%12-mo yield$323 · $103 on $10k1.03%

−9.5%Worst dropSmaller wins−9.4%

13.0%VolatilityLower wins15.7%

2–4DFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSB · DFAS

1.2%VLY0.2%

1.4%PB0.2%

0.7%LW0.2%

1.4%ADT0.2%

Held in common9.2%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
4	ACSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk	0.39%	3.23%	−0.7%	+15.0%	+18.5%	+15.4%	+5.8%	−9.5%	$244M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
4	ACSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk	0.39%	3.23%	−0.7%	+15.0%	+18.5%	+15.4%	+5.8%	−9.5%	$244M

End-of-day Nov 6, 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

$13,284

DFAS

Dimensional - US Small Cap

$13,927

MeasureCSBDFAS

Fee0.39%0.30%

Cost on $10k a year$39$30

Yield3.23%1.03%

5 years, per year+5.8%+6.8%

3 years, per year+15.4%+17.3%

Worst drop · 1Y−9.5%−9.4%

Volatility · 1Y13.0%15.7%

4–2measures won
DFAS first

9.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: CSB, DFAS, VTV, VO

Today

28.5%most shared, VTV and VO

CSBDFASVTVVO

CSB—9.2%0.0%0.0%

DFAS9.2%—0.1%0.1%

VTV0.0%0.1%—28.5%

VO0.0%0.1%28.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$284most kept, CSB

CSB$323 − $39 = $284

VTV$187 − $3 = $184

VO$139 − $3 = $136

DFAS$103 − $30 = $73

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee