DFAS vs AIMS

ADFAS

BAIMS

Measures won2–0DFAS wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · DFAS $14,033

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common8.3%DFAS and AIMS

DFAS

AIMS

Dimensional - US Small Cap ETF · $33.7BAcuitas Small Cap Active ETF · $81M

+17.5%3 years · per year$16,239 · […][…]

+7.0%5 years · per year$14,033 · […][…]

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

1.00%12-mo yield$100 · $0 on $10k0.00%

−9.4%Worst dropSmaller wins[…]

15.9%VolatilityLower wins[…]

2–0DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · AIMS

0.2%IDCC0.6%

0.1%OZK0.7%

0.1%SNEX0.6%

0.1%UGI0.3%

Held in common8.3%

End-of-day Nov 9, 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%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$33.7B
3	BAIMS	Acuitas Small Cap Active ETFRead Desk	0.75%	0.00%	+3.1%	new	new	new	new	[…]	$81M

End-of-day Nov 9, 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%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$33.7B
3	BAIMS	Acuitas Small Cap Active ETFRead Desk	0.75%	0.00%	+3.1%	new	new	new	new	[…]	$81M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAS vs AIMS

DFAS

Dimensional - US Small Cap

$14,033

AIMS

Acuitas Small Cap Active

[…]

MeasureDFASAIMS

Fee0.30%0.75%

Cost on $10k a year$30$75

Yield1.00%0.00%

5 years, per year+7.0%[…]

3 years, per year+17.5%[…]

Worst drop · 1Y−9.4%[…]

Volatility · 1Y15.9%[…]

2–0measures won
DFAS first

8.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DFAS, AIMS, VTV

Today

8.3%most shared, DFAS and AIMS

DFASAIMSVTV

DFAS—8.3%0.1%

AIMS8.3%—0.0%

VTV0.1%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

DFAS$100 − $30 = $70

AIMS$0 − $75 = −$75

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee