DFAS vs FYT

ADFAS

BFYT

Measures won2–4FYT wins · of 6 · 5Y

$10,000 · 5Y$14,651FYT · DFAS $13,927

Lowest cost0.05%IJH · $5 on $10k

Most income1.85%FYT · $185 on $10k

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

Held in common13.9%DFAS and FYT

DFAS

FYT

Dimensional - US Small Cap ETF · $33.7BFirst Trust Small Cap Value AlphaDEX Fund · $175M

+17.3%3 years · per year$16,130 · $16,370+17.9%

+6.8%5 years · per year$13,927 · $14,651+7.9%

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

1.03%12-mo yield$103 · $185 on $10k1.85%

−9.4%Worst dropSmaller wins−8.6%

15.7%VolatilityLower wins16.4%

2–4FYT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · FYT

0.1%FCN0.2%

0.1%GHC0.6%

0.1%IBOC0.4%

0.1%WSFS0.1%

Held in common13.9%

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	BFYT	First Trust Small Cap Value AlphaDEX FundRead Desk	0.70%	1.85%	−1.4%	+24.9%	+29.9%	+17.9%	+7.9%	−8.6%	$175M
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B

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	BFYT	First Trust Small Cap Value AlphaDEX FundRead Desk	0.70%	1.85%	−1.4%	+24.9%	+29.9%	+17.9%	+7.9%	−8.6%	$175M
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B

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 FYT

DFAS

Dimensional - US Small Cap

$13,927

FYT

First Trust Small Cap Value AlphaDEX Fund

$14,651

MeasureDFASFYT

Fee0.30%0.70%

Cost on $10k a year$30$70

Yield1.03%1.85%

5 years, per year+6.8%+7.9%

3 years, per year+17.3%+17.9%

Worst drop · 1Y−9.4%−8.6%

Volatility · 1Y15.7%16.4%

4–2measures won
FYT first

13.9%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAS, FYT, IJH

Today

40.7%most shared, DFAS and IJH

DFASFYTIJH

DFAS—13.9%40.7%

FYT13.9%—3.5%

IJH40.7%3.5%—

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

FYT$185 − $70 = $115

DFAS$103 − $30 = $73

KeptFee

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