DFAS vs CALF

ADFAS

BCALF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,459CALF · DFAS $14,320

Lowest cost0.30%DFAS · $30 on $10k

Most income1.10%CALF · $110 on $10k

Smallest drop−7.9%CALF · worst fall in 1Y

Held in common11.8%DFAS and CALF

DFAS

CALF

Dimensional - US Small Cap ETF · $34.7BPacer US Small Cap Cash Cows ETF · $3.9B

+19.1%3 years · per year$16,881 · $15,278+15.2%

+7.4%5 years · per year$14,320 · $14,459+7.7%

0.30%Expense ratio$30 · $59 on $10k · lower wins0.59%

1.01%12-mo yield$101 · $110 on $10k1.10%

−9.4%Worst dropSmaller wins−7.9%

15.3%VolatilityLower wins15.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · CALF

0.2%SJM1.4%

0.2%BWA0.8%

0.2%CART1.1%

0.2%BAH1.0%

Held in common11.8%

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	BCALF	Pacer US Small Cap Cash Cows ETFRead Desk		0.59%	1.10%	−1.4%	+31.3%	+35.3%	+15.2%	+7.7%	−7.9%	$3.9B
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	BCALF	Pacer US Small Cap Cash Cows ETFRead Desk		0.59%	1.10%	−1.4%	+31.3%	+35.3%	+15.2%	+7.7%	−7.9%	$3.9B
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 CALF

DFAS

Dimensional - US Small Cap

$14,320

CALF

Pacer US Small Cap Cash Cows

$14,459

MeasureDFASCALF

Fee0.30%0.59%

Cost on $10k a year$30$59

Yield1.01%1.10%

5 years, per year+7.4%+7.7%

3 years, per year+19.1%+15.2%

Worst drop · 1Y−9.4%−7.9%

Volatility · 1Y15.3%15.8%

3–3measures won
level

11.8%

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, CALF

Today

11.8%most shared, DFAS and CALF

DFASCALF

DFAS—11.8%

CALF11.8%—

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

Income After Fees on $10,000

$71most kept, DFAS

DFAS$101 − $30 = $71

CALF$110 − $59 = $51

KeptFee

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