DFAS vs BSVO

ADFAS

BBSVO

Measures won2–3BSVO wins · of 6 · 5Y

$10,000 · 5Y$13,927DFAS · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.26%BSVO · $126 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 · $33.7BEA Bridgeway Omni Small-Cap Value ETF · $2.4B

+17.3%3 years · per year$16,130 · $16,746+18.8%

+6.8%5 years · per year$13,927 · […][…]

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

1.03%12-mo yield$103 · $126 on $10k1.26%

−9.4%Worst dropSmaller wins−8.3%

15.7%VolatilityLower wins16.2%

2–3BSVO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · BSVO

0.2%VSXY1.0%

0.1%VSAT0.6%

0.1%SIG0.6%

0.1%BFH0.7%

Held in common11.4%

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	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	BBSVO	EA Bridgeway Omni Small-Cap Value ETFRead Desk	0.45%	1.26%	−0.6%	+20.4%	+25.8%	+18.8%	new	−8.3%	$2.4B

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	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	BBSVO	EA Bridgeway Omni Small-Cap Value ETFRead Desk	0.45%	1.26%	−0.6%	+20.4%	+25.8%	+18.8%	new	−8.3%	$2.4B

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 BSVO

DFAS

Dimensional - US Small Cap

$13,927

BSVO

EA Bridgeway Omni Small-Cap Value

[…]

MeasureDFASBSVO

Fee0.30%0.45%

Cost on $10k a year$30$45

Yield1.03%1.26%

5 years, per year+6.8%[…]

3 years, per year+17.3%+18.8%

Worst drop · 1Y−9.4%−8.3%

Volatility · 1Y15.7%16.2%

3–2measures won
BSVO first

11.4%

holdings shared

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAS, BSVO, IJH

Today

40.7%most shared, DFAS and IJH

DFASBSVOIJH

DFAS—11.4%40.7%

BSVO11.4%—0.4%

IJH40.7%0.4%—

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

BSVO$126 − $45 = $81

DFAS$103 − $30 = $73

KeptFee

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