DFAS vs FYT

ADFAS

BFYT

Measures won2–4FYT wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · FYT $14,794

Lowest cost0.03%VUG · $3 on $10k

Most income1.82%FYT · $182 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

+17.5%3 years · per year$16,215 · $16,669+18.6%

+6.9%5 years · per year$13,932 · $14,794+8.1%

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

1.04%12-mo yield$104 · $182 on $10k1.82%

−9.4%Worst dropSmaller wins−8.6%

15.8%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%IBOC0.3%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BFYT	First Trust Small Cap Value AlphaDEX FundRead Desk	0.70%	1.82%	−2.6%	+26.6%	+33.4%	+18.6%	+8.1%	−8.6%	$179M
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BFYT	First Trust Small Cap Value AlphaDEX FundRead Desk	0.70%	1.82%	−2.6%	+26.6%	+33.4%	+18.6%	+8.1%	−8.6%	$179M
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−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

$13,932

FYT

First Trust Small Cap Value AlphaDEX Fund

$14,794

MeasureDFASFYT

Fee0.30%0.70%

Cost on $10k a year$30$70

Yield1.04%1.82%

5 years, per year+6.9%+8.1%

3 years, per year+17.5%+18.6%

Worst drop · 1Y−9.4%−8.6%

Volatility · 1Y15.8%16.4%

4–2measures won
FYT first

13.8%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAS, FYT, VUG

Today

13.8%most shared, DFAS and FYT

DFASFYTVUG

DFAS—13.8%0.0%

FYT13.8%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$112most kept, FYT

FYT$182 − $70 = $112

DFAS$104 − $30 = $74

VUG$43 − $3 = $40

KeptFee

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