DFAS vs FSEV

ADFAS

BFSEV

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$13,932DFAS

Lowest cost0.28%FSEV · $28 on $10k

Most income1.00%DFAS · $100 on $10k

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

Held in common16.5%DFAS and FSEV

DFAS

FSEV

Dimensional - US Small Cap ETF · $35.2BFidelity Enhanced Small Cap Value ETF · $8M

+19.3%3 years · per year$16,976 · […][…]

+8.1%5 years · per year$14,758 · […][…]

0.30%Expense ratio$30 · $28 on $10k · lower wins0.28%

1.00%12-mo yield$100 · $62 on $10k0.62%

−9.4%Worst dropSmaller wins[…]

15.3%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · FSEV

0.2%UMBF0.9%

0.2%URBN0.4%

0.2%LTH0.6%

0.2%JXN0.7%

Held in common16.5%

End-of-day Nov 5, 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%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
2	BFSEV	Fidelity Enhanced Small Cap Value ETFRead Desk		0.28%	0.62%	+1.4%	new	new	new	new	[…]	$8M

End-of-day Nov 5, 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%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
2	BFSEV	Fidelity Enhanced Small Cap Value ETFRead Desk		0.28%	0.62%	+1.4%	new	new	new	new	[…]	$8M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAS vs FSEV

DFAS

Dimensional - US Small Cap

$14,758

FSEV

Fidelity Enhanced Small Cap Value

[…]

MeasureDFASFSEV

Fee0.30%0.28%

Cost on $10k a year$30$28

Yield1.00%0.62%

5 years, per year+8.1%[…]

3 years, per year+19.3%[…]

Worst drop · 1Y−9.4%[…]

Volatility · 1Y15.3%[…]

1–1measures won
level

16.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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 5, 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 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFAS, FSEV

Today

16.5%most shared, DFAS and FSEV

DFASFSEV

DFAS—16.5%

FSEV16.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

FSEV$62 − $28 = $34

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee