DFAS vs SLYG

ADFAS

BSLYG

Measures won5–1DFAS wins · of 6 · 5Y

$10,000 · 5Y$13,932DFAS · SLYG $12,478

Lowest cost0.15%SLYG · $15 on $10k

Most income1.04%DFAS · $104 on $10k

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

Held in common22.1%DFAS and SLYG

DFAS

SLYG

Dimensional - US Small Cap ETF · $33.8BState Street SPDR S&P 600 Small Cap Growth ETF · $4.8B

+17.5%3 years · per year$16,215 · $15,850+16.6%

+6.9%5 years · per year$13,932 · $12,478+4.5%

0.30%Expense ratio$30 · $15 on $10k · lower wins0.15%

1.04%12-mo yield$104 · $73 on $10k0.73%

−9.4%Worst dropSmaller wins−11.0%

15.8%VolatilityLower wins17.3%

5–1DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · SLYG

0.2%URBN0.6%

0.2%LTH0.8%

0.2%ETSY1.0%

0.2%AWI0.9%

Held in common22.1%

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

Both

5Y2 funds

#			Trend
1	ADFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
2	BSLYG	State Street SPDR S&P 600 Small Cap Growth ETFRead Desk		0.15%	0.73%	−4.2%	+14.3%	+17.0%	+16.6%	+4.5%	−11.0%	$4.8B

End-of-day Nov 5, 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%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
2	BSLYG	State Street SPDR S&P 600 Small Cap Growth ETFRead Desk		0.15%	0.73%	−4.2%	+14.3%	+17.0%	+16.6%	+4.5%	−11.0%	$4.8B

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 SLYG

DFAS

Dimensional - US Small Cap

$13,932

SLYG

SPDR S&P 600 Small Cap Growth

$12,478

MeasureDFASSLYG

Fee0.30%0.15%

Cost on $10k a year$30$15

Yield1.04%0.73%

5 years, per year+6.9%+4.5%

3 years, per year+17.5%+16.6%

Worst drop · 1Y−9.4%−11.0%

Volatility · 1Y15.8%17.3%

5–1measures won
DFAS first

22.1%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFAS, SLYG

Today

22.1%most shared, DFAS and SLYG

DFASSLYG

DFAS—22.1%

SLYG22.1%—

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

Income After Fees on $10,000

$74most kept, DFAS

DFAS$104 − $30 = $74

SLYG$73 − $15 = $58

KeptFee

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