VO vs DFAS

AVO

BDFAS

Measures won5–1VO wins · of 6 · 5Y

$10,000 · 5Y$13,927DFAS · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.1%VO and DFAS

DFAS

Vanguard Morningstar Mid-Cap ETF · $103BDimensional - US Small Cap ETF · $33.7B

+18.6%3 years · per year$16,701 · $16,130+17.3%

+6.3%5 years · per year$13,590 · $13,927+6.8%

0.03%Expense ratio$3 · $30 on $10k · lower wins0.30%

1.39%12-mo yield$139 · $103 on $10k1.03%

−8.2%Worst dropSmaller wins−9.4%

12.9%VolatilityLower wins15.7%

5–1VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVO · DFAS

0.5%CTVA0.1%

0.1%FICO0.0%

Held in common0.1%

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	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	ISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$934M

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	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	ISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$934M

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

VO vs DFAS

Vanguard Morningstar Mid-Cap

$13,590

DFAS

Dimensional - US Small Cap

$13,927

MeasureVODFAS

Fee0.03%0.30%

Cost on $10k a year$3$30

Yield1.39%1.03%

5 years, per year+6.3%+6.8%

3 years, per year+18.6%+17.3%

Worst drop · 1Y−8.2%−9.4%

Volatility · 1Y12.9%15.7%

5–1measures won
VO first

0.1%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAS, ISCG, VO

Today

49.6%most shared, DFAS and ISCG

DFASISCGVO

DFAS—49.6%0.1%

ISCG49.6%—0.4%

VO0.1%0.4%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAS$103 − $30 = $73

ISCG$67 − $6 = $61

KeptFee

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