DFAS vs SLYV

ADFAS

BSLYV

Measures won2–3SLYV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DFAS $13,927

Lowest cost0.03%VTV · $3 on $10k

Most income1.97%SLYV · $197 on $10k

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

Held in common24.9%DFAS and SLYV

DFAS

SLYV

Dimensional - US Small Cap ETF · $33.7BState Street SPDR S&P 600 Small Cap Value ETF · $4.9B

+17.3%3 years · per year$16,130 · $16,274+17.6%

+6.8%5 years · per year$13,927 · $13,707+6.5%

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

1.03%12-mo yield$103 · $197 on $10k1.97%

−9.4%Worst dropSmaller wins−9.4%

15.7%VolatilityLower wins16.1%

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 common24.9%

End-of-day Nov 6, 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%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	BSLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk	0.15%	1.97%	−0.4%	+15.8%	+19.1%	+17.6%	+6.5%	−9.4%	$4.9B

End-of-day Nov 6, 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%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	BSLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk	0.15%	1.97%	−0.4%	+15.8%	+19.1%	+17.6%	+6.5%	−9.4%	$4.9B

End-of-day Nov 6, 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

$13,927

SLYV

SPDR S&P 600 Small Cap Value

$13,707

MeasureDFASSLYV

Fee0.30%0.15%

Cost on $10k a year$30$15

Yield1.03%1.97%

5 years, per year+6.8%+6.5%

3 years, per year+17.3%+17.6%

Worst drop · 1Y−9.4%−9.4%

Volatility · 1Y15.7%16.1%

3–2measures won
SLYV first

24.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAS, SLYV, VTV

Today

24.9%most shared, DFAS and SLYV

DFASSLYVVTV

DFAS—24.9%0.1%

SLYV24.9%—0.0%

VTV0.1%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

SLYV$197 − $15 = $182

DFAS$103 − $30 = $73

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee