DFAS vs SAWS

ADFAS

BSAWS

Measures won4–0DFAS wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · DFAS $14,758

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common6.0%DFAS and SAWS

DFAS

SAWS

Dimensional - US Small Cap ETF · $35.2BAAM Sawgrass U.S. Small Cap Quality Growth ETF · $7M

+19.3%3 years · per year$16,976 · […][…]

+8.1%5 years · per year$14,758 · […][…]

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

1.00%12-mo yield$100 · $2 on $10k0.02%

−9.4%Worst dropSmaller wins−15.4%

15.3%VolatilityLower wins18.3%

4–0DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · SAWS

0.3%HALO1.2%

0.3%AIT1.5%

0.2%URBN0.5%

0.2%AEIS1.6%

Held in common6.0%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
3	BSAWS	AAM Sawgrass U.S. Small Cap Quality Growth ETFRead Desk	0.55%	0.02%	−0.1%	+5.9%	+6.6%	new	new	−15.4%	$7M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
3	BSAWS	AAM Sawgrass U.S. Small Cap Quality Growth ETFRead Desk	0.55%	0.02%	−0.1%	+5.9%	+6.6%	new	new	−15.4%	$7M

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 SAWS

DFAS

Dimensional - US Small Cap

$14,758

SAWS

AAM Sawgrass U.S. Small Cap Quality Growth

[…]

MeasureDFASSAWS

Fee0.30%0.55%

Cost on $10k a year$30$55

Yield1.00%0.02%

5 years, per year+8.1%[…]

3 years, per year+19.3%[…]

Worst drop · 1Y−9.4%−15.4%

Volatility · 1Y15.3%18.3%

4–0measures won
DFAS first

6.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DFAS, SAWS, VTV

Today

6.0%most shared, DFAS and SAWS

DFASSAWSVTV

DFAS—6.0%0.1%

SAWS6.0%—0.0%

VTV0.1%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

DFAS$100 − $30 = $70

SAWS$2 − $55 = −$53

KeptFee

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