DFAS vs BSVO

ADFAS

BBSVO

Measures won2–3BSVO wins · of 6 · 5Y

$10,000 · 5Y$14,758DFAS

Lowest cost0.30%DFAS · $30 on $10k

Most income1.21%BSVO · $121 on $10k

Smallest drop−8.3%BSVO · worst fall in 1Y

Held in common11.4%DFAS and BSVO

DFAS

BSVO

Dimensional - US Small Cap ETF · $34.7BEA Bridgeway Omni Small-Cap Value ETF · $2.5B

+19.3%3 years · per year$16,976 · $17,661+20.9%

+8.1%5 years · per year$14,758 · […][…]

0.30%Expense ratio$30 · $45 on $10k · lower wins0.45%

1.00%12-mo yield$100 · $121 on $10k1.21%

−9.4%Worst dropSmaller wins−8.3%

15.3%VolatilityLower wins15.9%

2–3BSVO wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · BSVO

0.2%VSAT0.8%

0.2%VSXY1.0%

0.1%INSW0.8%

0.1%BFH0.7%

Held in common11.4%

End-of-day Nov 4, 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%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B
2	BBSVO	EA Bridgeway Omni Small-Cap Value ETFRead Desk		0.45%	1.21%	+1.6%	+25.8%	+32.3%	+20.9%	new	−8.3%	$2.5B

End-of-day Nov 4, 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%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B
2	BBSVO	EA Bridgeway Omni Small-Cap Value ETFRead Desk		0.45%	1.21%	+1.6%	+25.8%	+32.3%	+20.9%	new	−8.3%	$2.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAS vs BSVO

DFAS

Dimensional - US Small Cap

$14,758

BSVO

EA Bridgeway Omni Small-Cap Value

[…]

MeasureDFASBSVO

Fee0.30%0.45%

Cost on $10k a year$30$45

Yield1.00%1.21%

5 years, per year+8.1%[…]

3 years, per year+19.3%+20.9%

Worst drop · 1Y−9.4%−8.3%

Volatility · 1Y15.3%15.9%

3–2measures won
BSVO first

11.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAS, BSVO

Today

11.4%most shared, DFAS and BSVO

DFASBSVO

DFAS—11.4%

BSVO11.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$76most kept, BSVO

BSVO$121 − $45 = $76

DFAS$100 − $30 = $70

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee