DFAS vs BBSC

ADFAS

BBBSC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DFAS $13,927

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

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

Held in common43.4%DFAS and BBSC

DFAS

BBSC

Dimensional - US Small Cap ETF · $33.8BJPMorgan BetaBuilders U.S. Small Cap Equity ETF · $741M

+17.3%3 years · per year$16,130 · $17,703+21.0%

+6.8%5 years · per year$13,927 · $13,395+6.0%

0.30%Expense ratio$30 · $9 on $10k · lower wins0.09%

1.03%12-mo yield$103 · $108 on $10k1.08%

−9.4%Worst dropSmaller wins−10.6%

15.7%VolatilityLower wins18.1%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · BBSC

0.2%MOG-A0.4%

0.2%EAT0.4%

0.2%KRYS0.3%

0.2%VSXY0.3%

Held in common43.4%

End-of-day Nov 6, 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%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
3	BBBSC	JPMorgan BetaBuilders U.S. Small Cap Equity ETFRead Desk	0.09%	1.08%	+0.8%	+14.5%	+14.4%	+21.0%	+6.0%	−10.6%	$741M

End-of-day Nov 6, 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%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
3	BBBSC	JPMorgan BetaBuilders U.S. Small Cap Equity ETFRead Desk	0.09%	1.08%	+0.8%	+14.5%	+14.4%	+21.0%	+6.0%	−10.6%	$741M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAS vs BBSC

DFAS

Dimensional - US Small Cap

$13,927

BBSC

JPMorgan BetaBuilders U.S. Small Cap Equity

$13,395

MeasureDFASBBSC

Fee0.30%0.09%

Cost on $10k a year$30$9

Yield1.03%1.08%

5 years, per year+6.8%+6.0%

3 years, per year+17.3%+21.0%

Worst drop · 1Y−9.4%−10.6%

Volatility · 1Y15.7%18.1%

3–3measures won
level

43.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAS, BBSC, VTV

Today

43.4%most shared, DFAS and BBSC

DFASBBSCVTV

DFAS—43.4%0.1%

BBSC43.4%—0.0%

VTV0.1%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

BBSC$108 − $9 = $99

DFAS$103 − $30 = $73

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee