DFAS vs SLYV

ADFAS

BSLYV

Measures won2–3SLYV wins · of 6 · 5Y

$10,000 · 5Y$14,758DFAS · SLYV $14,413

Lowest cost0.15%SLYV · $15 on $10k

Most income1.90%SLYV · $190 on $10k

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

Held in common24.7%DFAS and SLYV

DFAS

SLYV

Dimensional - US Small Cap ETF · $35.2BState Street SPDR S&P 600 Small Cap Value ETF · $5.0B

+19.3%3 years · per year$16,976 · $17,172+19.8%

+8.1%5 years · per year$14,758 · $14,413+7.6%

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

1.00%12-mo yield$100 · $190 on $10k1.90%

−9.4%Worst dropSmaller wins−9.4%

15.3%VolatilityLower wins15.8%

2–3SLYV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · SLYV

0.2%JXN0.9%

0.2%LTH0.3%

0.2%MHK0.8%

0.2%PAYC1.1%

Held in common24.7%

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	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
2	BSLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk		0.15%	1.90%	+1.7%	+20.4%	+24.6%	+19.8%	+7.6%	−9.4%	$5.0B

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	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
2	BSLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk		0.15%	1.90%	+1.7%	+20.4%	+24.6%	+19.8%	+7.6%	−9.4%	$5.0B

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 SLYV

DFAS

Dimensional - US Small Cap

$14,758

SLYV

SPDR S&P 600 Small Cap Value

$14,413

MeasureDFASSLYV

Fee0.30%0.15%

Cost on $10k a year$30$15

Yield1.00%1.90%

5 years, per year+8.1%+7.6%

3 years, per year+19.3%+19.8%

Worst drop · 1Y−9.4%−9.4%

Volatility · 1Y15.3%15.8%

3–2measures won
SLYV first

24.7%

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%

$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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAS, SLYV

Today

24.7%most shared, DFAS and SLYV

DFASSLYV

DFAS—24.7%

SLYV24.7%—

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

Income After Fees on $10,000

$175most kept, SLYV

SLYV$190 − $15 = $175

DFAS$100 − $30 = $70

KeptFee

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