DFAS vs OMFS

ADFAS

BOMFS

Measures won4–1DFAS wins · of 6 · 5Y

$10,000 · 5Y$13,932DFAS · IJR $13,136

Lowest cost0.06%IJR · $6 on $10k

Most income1.31%OMFS · $131 on $10k

Smallest drop−9.4%DFAS · worst fall in 1Y

Held in common33.0%DFAS and OMFS

DFAS

OMFS

Dimensional - US Small Cap ETF · $35.2BInvesco Russell 2000 Dynamic Multifactor ETF · $268M

+17.5%3 years · per year$16,215 · $15,800+16.5%

+6.9%5 years · per year$13,932 · $12,645+4.8%

0.30%Expense ratio$30 · $39 on $10k · lower wins0.39%

1.04%12-mo yield$104 · $131 on $10k1.31%

−9.4%Worst dropSmaller wins−9.4%

15.8%VolatilityLower wins17.0%

4–1DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · OMFS

0.2%UMBF0.4%

0.2%URBN0.3%

0.2%IDCC0.6%

0.2%EAT1.2%

Held in common33.0%

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	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
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B
3	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.31%	−3.9%	+11.2%	+14.6%	+16.5%	+4.8%	−9.4%	$268M

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	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
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B
3	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.31%	−3.9%	+11.2%	+14.6%	+16.5%	+4.8%	−9.4%	$268M

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 OMFS

DFAS

Dimensional - US Small Cap

$13,932

OMFS

Invesco Russell 2000 Dynamic Multifactor

$12,646

MeasureDFASOMFS

Fee0.30%0.39%

Cost on $10k a year$30$39

Yield1.04%1.31%

5 years, per year+6.9%+4.8%

3 years, per year+17.5%+16.5%

Worst drop · 1Y−9.4%−9.4%

Volatility · 1Y15.8%17.0%

4–1measures won
DFAS first

33.0%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFAS, OMFS, IJR

Today

37.2%most shared, OMFS and IJR

DFASOMFSIJR

DFAS—33.0%34.5%

OMFS33.0%—37.2%

IJR34.5%37.2%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

OMFS$131 − $39 = $92

DFAS$104 − $30 = $74

KeptFee

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