DFAS vs FYX

ADFAS

BFYX

Measures won2–4FYX wins · of 6 · 5Y

$10,000 · 5Y$16,029FYX · DFAS $14,758

Lowest cost0.30%DFAS · $30 on $10k

Most income1.07%FYX · $107 on $10k

Smallest drop−8.8%FYX · worst fall in 1Y

Held in common23.4%DFAS and FYX

DFAS

FYX

Dimensional - US Small Cap ETF · $34.7BFirst Trust Small Cap Core AlphaDEX Fund · $1.4B

+19.3%3 years · per year$16,976 · $19,517+25.0%

+8.1%5 years · per year$14,758 · $16,029+9.9%

0.30%Expense ratio$30 · $58 on $10k · lower wins0.58%

1.00%12-mo yield$100 · $107 on $10k1.07%

−9.4%Worst dropSmaller wins−8.8%

15.3%VolatilityLower wins16.4%

2–4FYX wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · FYX

0.1%FCN0.2%

0.1%OPCH0.2%

0.1%GHC0.3%

0.1%IBOC0.2%

Held in common23.4%

End-of-day Nov 4, 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	BFYX	First Trust Small Cap Core AlphaDEX FundRead Desk		0.58%	1.07%	+2.5%	+26.4%	+31.1%	+25.0%	+9.9%	−8.8%	$1.4B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BFYX	First Trust Small Cap Core AlphaDEX FundRead Desk		0.58%	1.07%	+2.5%	+26.4%	+31.1%	+25.0%	+9.9%	−8.8%	$1.4B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAS vs FYX

DFAS

Dimensional - US Small Cap

$14,758

FYX

First Trust Small Cap Core AlphaDEX Fund

$16,029

MeasureDFASFYX

Fee0.30%0.58%

Cost on $10k a year$30$58

Yield1.00%1.07%

5 years, per year+8.1%+9.9%

3 years, per year+19.3%+25.0%

Worst drop · 1Y−9.4%−8.8%

Volatility · 1Y15.3%16.4%

4–2measures won
FYX first

23.4%

holdings shared

Nov 4, 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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAS, FYX

Today

23.4%most shared, DFAS and FYX

DFASFYX

DFAS—23.4%

FYX23.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

FYX$107 − $58 = $49

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee