DFAS vs AVUV

ADFAS

BAVUV

Measures won0–6AVUV wins · of 6 · 5Y

$10,000 · 5Y$16,719AVUV · DFAS $14,320

Lowest cost0.25%AVUV · $25 on $10k

Most income1.24%AVUV · $124 on $10k

Smallest drop−8.2%AVUV · worst fall in 1Y

Held in common26.7%DFAS and AVUV

DFAS

AVUV

Dimensional - US Small Cap ETF · $34.7BAvantis U.S. Small Cap Value ETF · $32.6B

+19.1%3 years · per year$16,881 · $17,553+20.6%

+7.4%5 years · per year$14,320 · $16,719+10.8%

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

1.01%12-mo yield$101 · $124 on $10k1.24%

−9.4%Worst dropSmaller wins−8.2%

15.3%VolatilityLower wins14.8%

0–6AVUV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · AVUV

0.2%URBN0.6%

0.2%JXN0.2%

0.2%THG0.5%

0.2%MHK0.4%

Held in common26.7%

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	BAVUV	Avantis U.S. Small Cap Value ETFRead Desk		0.25%	1.24%	−0.9%	+21.6%	+27.2%	+20.6%	+10.8%	−8.2%	$32.6B
2	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

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	BAVUV	Avantis U.S. Small Cap Value ETFRead Desk		0.25%	1.24%	−0.9%	+21.6%	+27.2%	+20.6%	+10.8%	−8.2%	$32.6B
2	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

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 AVUV

DFAS

Dimensional - US Small Cap

$14,320

AVUV

Avantis U.S. Small Cap Value

$16,719

MeasureDFASAVUV

Fee0.30%0.25%

Cost on $10k a year$30$25

Yield1.01%1.24%

5 years, per year+7.4%+10.8%

3 years, per year+19.1%+20.6%

Worst drop · 1Y−9.4%−8.2%

Volatility · 1Y15.3%14.8%

6–0measures won
AVUV first

26.7%

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, AVUV

Today

26.7%most shared, DFAS and AVUV

DFASAVUV

DFAS—26.7%

AVUV26.7%—

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

Income After Fees on $10,000

$99most kept, AVUV

AVUV$124 − $25 = $99

DFAS$101 − $30 = $71

KeptFee

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