DFAS vs ACSV

ADFAS

BACSV

Measures won1–3ACSV wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · DFAS $13,932

Lowest cost0.03%VUG · $3 on $10k

Most income1.05%ACSV · $105 on $10k

Smallest drop−8.6%ACSV · worst fall in 1Y

Held in common12.1%DFAS and ACSV

DFAS

ACSV

Dimensional - US Small Cap ETF · $33.8BAmerican Century ETF Trust - American Century Small Cap Value Insights ETF · $26M

+17.5%3 years · per year$16,215 · […][…]

+6.9%5 years · per year$13,932 · […][…]

0.30%Expense ratio$30 · $49 on $10k · lower wins0.49%

1.04%12-mo yield$104 · $105 on $10k1.05%

−9.4%Worst dropSmaller wins−8.6%

15.8%VolatilityLower wins14.9%

1–3ACSV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · ACSV

0.2%UMBF1.3%

0.2%SSB0.9%

0.2%ARW0.3%

0.2%ONB1.9%

Held in common12.1%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
3	BACSV	American Century ETF Trust - American Century Small Cap Value Insights ETFRead Desk	0.49%	1.05%	−1.8%	+19.3%	+24.2%	new	new	−8.6%	$26M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
3	BACSV	American Century ETF Trust - American Century Small Cap Value Insights ETFRead Desk	0.49%	1.05%	−1.8%	+19.3%	+24.2%	new	new	−8.6%	$26M

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

DFAS vs ACSV

DFAS

Dimensional - US Small Cap

$13,932

ACSV

American Century ETF Trust - American Century Small Cap Value Insights

[…]

MeasureDFASACSV

Fee0.30%0.49%

Cost on $10k a year$30$49

Yield1.04%1.05%

5 years, per year+6.9%[…]

3 years, per year+17.5%[…]

Worst drop · 1Y−9.4%−8.6%

Volatility · 1Y15.8%14.9%

2–1measures won
ACSV first

12.1%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAS, ACSV, VUG

Today

12.1%most shared, DFAS and ACSV

DFASACSVVUG

DFAS—12.1%0.0%

ACSV12.1%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$74most kept, DFAS

DFAS$104 − $30 = $74

ACSV$105 − $49 = $56

VUG$43 − $3 = $40

KeptFee

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