DFAS vs JPSV

ADFAS

BJPSV

Measures won2–3JPSV wins · of 6 · 5Y

$10,000 · 5Y$13,927DFAS

Lowest cost0.30%DFAS · $30 on $10k

Most income1.18%JPSV · $118 on $10k

Smallest drop−9.1%JPSV · worst fall in 1Y

Held in common8.9%DFAS and JPSV

DFAS

JPSV

Dimensional - US Small Cap ETF · $33.7BJPMorgan Active Small Cap Value ETF · $30M

+17.3%3 years · per year$16,130 · $15,361+15.4%

+6.8%5 years · per year$13,927 · […][…]

0.30%Expense ratio$30 · $55 on $10k · lower wins0.55%

1.03%12-mo yield$103 · $118 on $10k1.18%

−9.4%Worst dropSmaller wins−9.1%

15.7%VolatilityLower wins14.0%

2–3JPSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · JPSV

0.2%EHC1.5%

0.2%AIT0.7%

0.2%MOG-A0.5%

0.2%SSB1.4%

Held in common8.9%

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

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	BJPSV	JPMorgan Active Small Cap Value ETFRead Desk		0.55%	1.18%	−0.2%	+20.4%	+24.3%	+15.4%	new	−9.1%	$30M

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	BJPSV	JPMorgan Active Small Cap Value ETFRead Desk		0.55%	1.18%	−0.2%	+20.4%	+24.3%	+15.4%	new	−9.1%	$30M

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 JPSV

DFAS

Dimensional - US Small Cap

$13,927

JPSV

JPMorgan Active Small Cap Value

[…]

MeasureDFASJPSV

Fee0.30%0.55%

Cost on $10k a year$30$55

Yield1.03%1.18%

5 years, per year+6.8%[…]

3 years, per year+17.3%+15.4%

Worst drop · 1Y−9.4%−9.1%

Volatility · 1Y15.7%14.0%

3–2measures won
JPSV first

8.9%

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%

$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, JPSV

Today

8.9%most shared, DFAS and JPSV

DFASJPSV

DFAS—8.9%

JPSV8.9%—

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

Income After Fees on $10,000

$73most kept, DFAS

DFAS$103 − $30 = $73

JPSV$118 − $55 = $63

KeptFee

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