DFAS vs PSC

ADFAS

BPSC

Measures won4–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$15,837PSC · DFAS $14,758

Lowest cost0.30%DFAS · $30 on $10k

Most income1.00%DFAS · $100 on $10k

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

Held in common24.5%DFAS and PSC

DFAS

PSC

Dimensional - US Small Cap ETF · $34.7BPrincipal U.S. Small-Cap Multi-Factor ETF · $2.7B

+19.3%3 years · per year$16,976 · $18,603+23.0%

+8.1%5 years · per year$14,758 · $15,837+9.6%

0.30%Expense ratio$30 · $38 on $10k · lower wins0.38%

1.00%12-mo yield$100 · $58 on $10k0.58%

−9.4%Worst dropSmaller wins−10.0%

15.3%VolatilityLower wins16.7%

4–2DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · PSC

0.3%MOG-A0.6%

0.2%IDCC0.6%

0.2%URBN0.6%

0.2%EAT0.8%

Held in common24.5%

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	BPSC	Principal U.S. Small-Cap Multi-Factor ETFRead Desk		0.38%	0.58%	+1.5%	+20.4%	+23.2%	+23.0%	+9.6%	−10.0%	$2.7B
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	BPSC	Principal U.S. Small-Cap Multi-Factor ETFRead Desk		0.38%	0.58%	+1.5%	+20.4%	+23.2%	+23.0%	+9.6%	−10.0%	$2.7B
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 PSC

DFAS

Dimensional - US Small Cap

$14,758

PSC

Principal U.S. Small-Cap Multi-Factor

$15,837

MeasureDFASPSC

Fee0.30%0.38%

Cost on $10k a year$30$38

Yield1.00%0.58%

5 years, per year+8.1%+9.6%

3 years, per year+19.3%+23.0%

Worst drop · 1Y−9.4%−10.0%

Volatility · 1Y15.3%16.7%

4–2measures won
DFAS first

24.5%

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, PSC

Today

24.5%most shared, DFAS and PSC

DFASPSC

DFAS—24.5%

PSC24.5%—

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

PSC$58 − $38 = $20

KeptFee

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