DFAS vs CSB

ADFAS

BCSB

Measures won4–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · DFAS $14,758

Lowest cost0.03%VTV · $3 on $10k

Most income3.05%CSB · $305 on $10k

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

Held in common9.0%DFAS and CSB

DFAS

CSB

Dimensional - US Small Cap ETF · $35.2BVictoryShares US Small Cap High Div Volatility Wtd ETF · $246M

+19.3%3 years · per year$16,976 · $15,990+16.9%

+8.1%5 years · per year$14,758 · $13,767+6.6%

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

1.00%12-mo yield$100 · $305 on $10k3.05%

−9.4%Worst dropSmaller wins−9.5%

15.3%VolatilityLower wins12.8%

4–2DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · CSB

0.2%VLY1.3%

0.2%PB1.4%

0.2%LNC0.8%

0.2%LW0.7%

Held in common9.0%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
3	BCSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk	0.39%	3.05%	+1.8%	+18.1%	+22.3%	+16.9%	+6.6%	−9.5%	$246M

End-of-day Nov 4, 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%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
3	BCSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk	0.39%	3.05%	+1.8%	+18.1%	+22.3%	+16.9%	+6.6%	−9.5%	$246M

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 CSB

DFAS

Dimensional - US Small Cap

$14,758

CSB

VictoryShares US Small Cap High Div Volatility Wtd

$13,767

MeasureDFASCSB

Fee0.30%0.39%

Cost on $10k a year$30$39

Yield1.00%3.05%

5 years, per year+8.1%+6.6%

3 years, per year+19.3%+16.9%

Worst drop · 1Y−9.4%−9.5%

Volatility · 1Y15.3%12.8%

4–2measures won
DFAS first

9.0%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DFAS, CSB, VTV

Today

9.0%most shared, DFAS and CSB

DFASCSBVTV

DFAS—9.0%0.1%

CSB9.0%—0.0%

VTV0.1%0.0%—

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

Income After Fees on $10,000

$266most kept, CSB

CSB$305 − $39 = $266

VTV$180 − $3 = $177

DFAS$100 − $30 = $70

KeptFee

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