DFAS vs AFSC

ADFAS

BAFSC

Measures won4–0DFAS wins · of 6 · 5Y

$10,000 · 5Y$14,758DFAS

Lowest cost0.30%DFAS · $30 on $10k

Most income1.00%DFAS · $100 on $10k

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

Held in common3.2%DFAS and AFSC

DFAS

AFSC

Dimensional - US Small Cap ETF · $34.7Babrdn Focused U.S. Small Cap Active ETF · $10M

+19.3%3 years · per year$16,976 · […][…]

+8.1%5 years · per year$14,758 · […][…]

0.30%Expense ratio$30 · $109 on $10k · lower wins1.09%

1.00%12-mo yield$100 · $6 on $10k0.06%

−9.4%Worst dropSmaller wins−10.3%

15.3%VolatilityLower wins18.4%

4–0DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · AFSC

0.2%WTFC2.6%

0.2%EAT2.0%

0.1%SNEX2.1%

0.1%ABCB2.6%

Held in common3.2%

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	ADFAS	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	BAFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk		1.09%	0.06%	+1.1%	+22.3%	+25.7%	new	new	−10.3%	$10M

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	ADFAS	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	BAFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk		1.09%	0.06%	+1.1%	+22.3%	+25.7%	new	new	−10.3%	$10M

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

DFAS vs AFSC

DFAS

Dimensional - US Small Cap

$14,758

AFSC

abrdn Focused U.S. Small Cap Active

[…]

MeasureDFASAFSC

Fee0.30%1.09%

Cost on $10k a year$30$109

Yield1.00%0.06%

5 years, per year+8.1%[…]

3 years, per year+19.3%[…]

Worst drop · 1Y−9.4%−10.3%

Volatility · 1Y15.3%18.4%

4–0measures won
DFAS first

3.2%

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: DFAS, AFSC

Today

3.2%most shared, DFAS and AFSC

DFASAFSC

DFAS—3.2%

AFSC3.2%—

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

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

AFSC$6 − $109 = −$103

KeptFee

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