DFAS vs ESML

ADFAS

BESML

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$13,927DFAS · ESML $13,768

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common57.3%DFAS and ESML

DFAS

ESML

Dimensional - US Small Cap ETF · $33.8BiShares ESG Aware MSCI USA Small-Cap ETF · $2.7B

+17.3%3 years · per year$16,130 · $17,255+19.9%

+6.8%5 years · per year$13,927 · $13,768+6.6%

0.30%Expense ratio$30 · $17 on $10k · lower wins0.17%

1.03%12-mo yield$103 · $96 on $10k0.96%

−9.4%Worst dropSmaller wins−9.0%

15.7%VolatilityLower wins16.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · ESML

0.3%CCK0.3%

0.2%ELAN0.3%

0.2%EHC0.3%

0.3%SJM0.2%

Held in common57.3%

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%	$33.8B
2	BESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk	0.17%	0.96%	+0.7%	+15.5%	+18.0%	+19.9%	+6.6%	−9.0%	$2.7B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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%	$33.8B
2	BESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk	0.17%	0.96%	+0.7%	+15.5%	+18.0%	+19.9%	+6.6%	−9.0%	$2.7B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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 ESML

DFAS

Dimensional - US Small Cap

$13,927

ESML

iShares ESG Aware MSCI USA Small-Cap

$13,768

MeasureDFASESML

Fee0.30%0.17%

Cost on $10k a year$30$17

Yield1.03%0.96%

5 years, per year+6.8%+6.6%

3 years, per year+17.3%+19.9%

Worst drop · 1Y−9.4%−9.0%

Volatility · 1Y15.7%16.7%

3–2measures won
ESML first

57.3%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAS, ESML, VO

Today

57.3%most shared, DFAS and ESML

DFASESMLVO

DFAS—57.3%0.1%

ESML57.3%—0.4%

VO0.1%0.4%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

ESML$96 − $17 = $79

DFAS$103 − $30 = $73

KeptFee

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