DFAS vs FSML

ADFAS

BFSML

Measures won2–0DFAS wins · of 6 · 5Y

$10,000 · 5Y$14,320DFAS

Lowest cost0.30%DFAS · $30 on $10k

Most income1.01%DFAS · $101 on $10k

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

Held in common13.7%DFAS and FSML

DFAS

FSML

Dimensional - US Small Cap ETF · $34.7BFranklin Small Cap Enhanced ETF · $151M

+19.1%3 years · per year$16,881 · […][…]

+7.4%5 years · per year$14,320 · […][…]

0.30%Expense ratio$30 · $45 on $10k · lower wins0.45%

1.01%12-mo yield$101 · $51 on $10k0.51%

−9.4%Worst dropSmaller wins[…]

15.3%VolatilityLower wins[…]

2–0DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · FSML

0.2%JXN1.3%

0.2%KRYS0.5%

0.2%VLY1.3%

0.2%ANF0.2%

Held in common13.7%

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	BFSML	Franklin Small Cap Enhanced ETFRead Desk		0.45%	0.51%	+0.2%	+18.1%	new	new	new	[…]	$151M

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	BFSML	Franklin Small Cap Enhanced ETFRead Desk		0.45%	0.51%	+0.2%	+18.1%	new	new	new	[…]	$151M

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 FSML

DFAS

Dimensional - US Small Cap

$14,320

FSML

Franklin Small Cap Enhanced

[…]

MeasureDFASFSML

Fee0.30%0.45%

Cost on $10k a year$30$45

Yield1.01%0.51%

5 years, per year+7.4%[…]

3 years, per year+19.1%[…]

Worst drop · 1Y−9.4%[…]

Volatility · 1Y15.3%[…]

2–0measures won
DFAS first

13.7%

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, FSML

Today

13.7%most shared, DFAS and FSML

DFASFSML

DFAS—13.7%

FSML13.7%—

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

FSML$51 − $45 = $6

KeptFee

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