DFAS vs AFSM

ADFAS

BAFSM

Measures won4–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · AFSM $14,653

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

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

Held in common16.8%DFAS and AFSM

DFAS

AFSM

Dimensional - US Small Cap ETF · $35.2BFirst Trust Active Factor Small Cap ETF · $132M

+17.5%3 years · per year$16,215 · $17,100+19.6%

+6.9%5 years · per year$13,932 · $14,653+7.9%

0.30%Expense ratio$30 · $75 on $10k · lower wins0.75%

1.04%12-mo yield$104 · $53 on $10k0.53%

−9.4%Worst dropSmaller wins−9.6%

15.8%VolatilityLower wins17.9%

4–2DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · AFSM

0.3%HALO0.8%

0.2%AIT0.3%

0.2%EAT0.4%

0.2%KRYS0.6%

Held in common16.8%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.53%	−4.4%	+15.9%	+19.7%	+19.6%	+7.9%	−9.6%	$132M
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.53%	−4.4%	+15.9%	+19.7%	+19.6%	+7.9%	−9.6%	$132M
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B

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 AFSM

DFAS

Dimensional - US Small Cap

$13,932

AFSM

First Trust Active Factor Small Cap

$14,653

MeasureDFASAFSM

Fee0.30%0.75%

Cost on $10k a year$30$75

Yield1.04%0.53%

5 years, per year+6.9%+7.9%

3 years, per year+17.5%+19.6%

Worst drop · 1Y−9.4%−9.6%

Volatility · 1Y15.8%17.9%

4–2measures won
DFAS first

16.8%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

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%

$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

Overlap: DFAS, AFSM, VTV

Today

16.8%most shared, DFAS and AFSM

DFASAFSMVTV

DFAS—16.8%0.1%

AFSM16.8%—0.0%

VTV0.1%0.0%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

DFAS$104 − $30 = $74

AFSM$53 − $75 = −$22

KeptFee

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