DFAS vs AVSC

ADFAS

BAVSC

Measures won2–3AVSC wins · of 6 · 5Y

$10,000 · 5Y$14,320DFAS

Lowest cost0.25%AVSC · $25 on $10k

Most income1.01%DFAS · $101 on $10k

Smallest drop−8.1%AVSC · worst fall in 1Y

Held in common42.0%DFAS and AVSC

DFAS

AVSC

Dimensional - US Small Cap ETF · $34.7BAvantis U.S. Small Cap Equity ETF · $3.2B

+19.1%3 years · per year$16,881 · $17,987+21.6%

+7.4%5 years · per year$14,320 · […][…]

0.30%Expense ratio$30 · $25 on $10k · lower wins0.25%

1.01%12-mo yield$101 · $98 on $10k0.98%

−9.4%Worst dropSmaller wins−8.1%

15.3%VolatilityLower wins15.6%

2–3AVSC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · AVSC

0.2%ANF0.3%

0.2%QLYS0.2%

0.2%ADT0.2%

0.2%CROX0.2%

Held in common42.0%

End-of-day Nov 3, 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%	1.01%	−0.3%	+15.7%	+19.0%	+19.1%	+7.4%	−9.4%	$34.7B
2	BAVSC	Avantis U.S. Small Cap Equity ETFRead Desk		0.25%	0.98%	−0.4%	+22.6%	+26.2%	+21.6%	new	−8.1%	$3.2B

End-of-day Nov 3, 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%	1.01%	−0.3%	+15.7%	+19.0%	+19.1%	+7.4%	−9.4%	$34.7B
2	BAVSC	Avantis U.S. Small Cap Equity ETFRead Desk		0.25%	0.98%	−0.4%	+22.6%	+26.2%	+21.6%	new	−8.1%	$3.2B

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

Cards for this view

DFAS vs AVSC

DFAS

Dimensional - US Small Cap

$14,320

AVSC

Avantis U.S. Small Cap Equity

[…]

MeasureDFASAVSC

Fee0.30%0.25%

Cost on $10k a year$30$25

Yield1.01%0.98%

5 years, per year+7.4%[…]

3 years, per year+19.1%+21.6%

Worst drop · 1Y−9.4%−8.1%

Volatility · 1Y15.3%15.6%

3–1measures won
AVSC first

42.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: DFAS, AVSC

Today

42.0%most shared, DFAS and AVSC

DFASAVSC

DFAS—42.0%

AVSC42.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$73most kept, AVSC

AVSC$98 − $25 = $73

DFAS$101 − $30 = $71

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee