DFAS vs SLYV

ADFAS

BSLYV

Measures won2–3SLYV wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · DFAS $13,932

Lowest cost0.15%SLYV · $15 on $10k

Most income1.96%SLYV · $196 on $10k

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

Held in common24.8%DFAS and SLYV

DFAS

SLYV

Dimensional - US Small Cap ETF · $33.8BState Street SPDR S&P 600 Small Cap Value ETF · $5.1B

+17.5%3 years · per year$16,215 · $16,442+18.0%

+6.9%5 years · per year$13,932 · $13,712+6.5%

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

1.04%12-mo yield$104 · $196 on $10k1.96%

−9.4%Worst dropSmaller wins−9.4%

15.8%VolatilityLower wins16.2%

2–3SLYV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · SLYV

0.2%LTH0.3%

0.2%JXN0.9%

0.2%MHK0.8%

0.2%VSXY0.9%

Held in common24.8%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	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
3	BSLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk	0.15%	1.96%	−3.4%	+16.3%	+21.8%	+18.0%	+6.5%	−9.4%	$5.1B

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	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
3	BSLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk	0.15%	1.96%	−3.4%	+16.3%	+21.8%	+18.0%	+6.5%	−9.4%	$5.1B

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 SLYV

DFAS

Dimensional - US Small Cap

$13,932

SLYV

SPDR S&P 600 Small Cap Value

$13,712

MeasureDFASSLYV

Fee0.30%0.15%

Cost on $10k a year$30$15

Yield1.04%1.96%

5 years, per year+6.9%+6.5%

3 years, per year+17.5%+18.0%

Worst drop · 1Y−9.4%−9.4%

Volatility · 1Y15.8%16.2%

3–2measures won
SLYV first

24.8%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

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

Overlap: DFAS, SLYV, IWF

Today

24.8%most shared, DFAS and SLYV

DFASSLYVIWF

DFAS—24.8%1.4%

SLYV24.8%—0.0%

IWF1.4%0.0%—

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

Income After Fees on $10,000

$181most kept, SLYV

SLYV$196 − $15 = $181

DFAS$104 − $30 = $74

IWF$39 − $18 = $21

KeptFee

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