DFAS vs FYT

ADFAS

BFYT

Measures won2–4FYT wins · of 6 · 5Y

$10,000 · 5Y$14,794FYT · DFAS $13,932

Lowest cost0.30%DFAS · $30 on $10k

Most income1.78%FYT · $178 on $10k

Smallest drop−8.6%FYT · worst fall in 1Y

Held in common13.8%DFAS and FYT

DFAS

FYT

Dimensional - US Small Cap ETF · $35.2BFirst Trust Small Cap Value AlphaDEX Fund · $179M

+19.3%3 years · per year$16,976 · $17,155+19.7%

+8.1%5 years · per year$14,758 · $15,389+9.0%

0.30%Expense ratio$30 · $70 on $10k · lower wins0.70%

1.00%12-mo yield$100 · $178 on $10k1.78%

−9.4%Worst dropSmaller wins−8.6%

15.3%VolatilityLower wins16.2%

2–4FYT wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · FYT

0.1%FCN0.2%

0.1%GHC0.6%

0.1%IBOC0.3%

0.1%WSFS0.1%

Held in common13.8%

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	BFYT	First Trust Small Cap Value AlphaDEX FundRead Desk		0.70%	1.78%	+3.3%	+30.0%	+36.3%	+19.7%	+9.0%	−8.6%	$179M
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

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	BFYT	First Trust Small Cap Value AlphaDEX FundRead Desk		0.70%	1.78%	+3.3%	+30.0%	+36.3%	+19.7%	+9.0%	−8.6%	$179M
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

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 FYT

DFAS

Dimensional - US Small Cap

$14,758

FYT

First Trust Small Cap Value AlphaDEX Fund

$15,389

MeasureDFASFYT

Fee0.30%0.70%

Cost on $10k a year$30$70

Yield1.00%1.78%

5 years, per year+8.1%+9.0%

3 years, per year+19.3%+19.7%

Worst drop · 1Y−9.4%−8.6%

Volatility · 1Y15.3%16.2%

4–2measures won
FYT first

13.8%

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, FYT

Today

13.8%most shared, DFAS and FYT

DFASFYT

DFAS—13.8%

FYT13.8%—

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

Income After Fees on $10,000

$108most kept, FYT

FYT$178 − $70 = $108

DFAS$100 − $30 = $70

KeptFee

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