DFAS vs JPSE

ADFAS

BJPSE

Measures won2–4JPSE wins · of 6 · 5Y

$10,000 · 5Y$13,927DFAS · JPSE $13,477

Lowest cost0.29%JPSE · $29 on $10k

Most income1.47%JPSE · $147 on $10k

Smallest drop−8.0%JPSE · worst fall in 1Y

Held in common25.7%DFAS and JPSE

DFAS

JPSE

Dimensional - US Small Cap ETF · $33.7BJPMorgan Diversified Return U.S. Small Cap Equity ETF · $560M

+17.3%3 years · per year$16,130 · $15,694+16.2%

+6.8%5 years · per year$13,927 · $13,477+6.1%

0.30%Expense ratio$30 · $29 on $10k · lower wins0.29%

1.03%12-mo yield$103 · $147 on $10k1.47%

−9.4%Worst dropSmaller wins−8.0%

15.7%VolatilityLower wins14.7%

2–4JPSE wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · JPSE

0.2%MOG-A0.2%

0.2%URBN0.3%

0.2%IDCC0.3%

0.2%JXN0.3%

Held in common25.7%

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

Both

5Y2 funds

#			Trend
1	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
2	BJPSE	JPMorgan Diversified Return U.S. Small Cap Equity ETFRead Desk		0.29%	1.47%	−0.1%	+13.0%	+14.6%	+16.2%	+6.1%	−8.0%	$560M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	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
2	BJPSE	JPMorgan Diversified Return U.S. Small Cap Equity ETFRead Desk		0.29%	1.47%	−0.1%	+13.0%	+14.6%	+16.2%	+6.1%	−8.0%	$560M

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 JPSE

DFAS

Dimensional - US Small Cap

$13,927

JPSE

JPMorgan Diversified Return U.S. Small Cap Equity

$13,477

MeasureDFASJPSE

Fee0.30%0.29%

Cost on $10k a year$30$29

Yield1.03%1.47%

5 years, per year+6.8%+6.1%

3 years, per year+17.3%+16.2%

Worst drop · 1Y−9.4%−8.0%

Volatility · 1Y15.7%14.7%

4–2measures won
JPSE first

25.7%

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, JPSE

Today

25.7%most shared, DFAS and JPSE

DFASJPSE

DFAS—25.7%

JPSE25.7%—

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

Income After Fees on $10,000

$118most kept, JPSE

JPSE$147 − $29 = $118

DFAS$103 − $30 = $73

KeptFee

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