DFAS vs CSB

ADFAS

BCSB

Measures won4–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$14,320DFAS · CSB $13,268

Lowest cost0.30%DFAS · $30 on $10k

Most income3.11%CSB · $311 on $10k

Smallest drop−9.4%DFAS · worst fall in 1Y

Held in common9.1%DFAS and CSB

DFAS

CSB

Dimensional - US Small Cap ETF · $34.7BVictoryShares US Small Cap High Div Volatility Wtd ETF · $249M

+19.1%3 years · per year$16,881 · $15,843+16.6%

+7.4%5 years · per year$14,320 · $13,268+5.8%

0.30%Expense ratio$30 · $39 on $10k · lower wins0.39%

1.01%12-mo yield$101 · $311 on $10k3.11%

−9.4%Worst dropSmaller wins−9.5%

15.3%VolatilityLower wins12.7%

4–2DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · CSB

0.2%VLY1.3%

0.2%PB1.4%

0.2%LW0.7%

0.2%LNC0.8%

Held in common9.1%

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	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
2	BCSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk		0.39%	3.11%	−1.0%	+16.0%	+20.3%	+16.6%	+5.8%	−9.5%	$249M

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	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
2	BCSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk		0.39%	3.11%	−1.0%	+16.0%	+20.3%	+16.6%	+5.8%	−9.5%	$249M

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 CSB

DFAS

Dimensional - US Small Cap

$14,320

CSB

VictoryShares US Small Cap High Div Volatility Wtd

$13,268

MeasureDFASCSB

Fee0.30%0.39%

Cost on $10k a year$30$39

Yield1.01%3.11%

5 years, per year+7.4%+5.8%

3 years, per year+19.1%+16.6%

Worst drop · 1Y−9.4%−9.5%

Volatility · 1Y15.3%12.7%

4–2measures won
DFAS first

9.1%

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, CSB

Today

9.1%most shared, DFAS and CSB

DFASCSB

DFAS—9.1%

CSB9.1%—

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

Income After Fees on $10,000

$272most kept, CSB

CSB$311 − $39 = $272

DFAS$101 − $30 = $71

KeptFee

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