DFAS vs SMLL

ADFAS

BSMLL

Measures won3–1DFAS wins · of 6 · 5Y

$10,000 · 5Y$14,758DFAS

Lowest cost0.30%DFAS · $30 on $10k

Most income2.05%SMLL · $205 on $10k

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

Held in common3.7%DFAS and SMLL

DFAS

SMLL

Dimensional - US Small Cap ETF · $34.7BHarbor Active Small Cap ETF (SMLL) · $14M

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

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

0.30%Expense ratio$30 · $80 on $10k · lower wins0.80%

1.00%12-mo yield$100 · $205 on $10k2.05%

−9.4%Worst dropSmaller wins−12.1%

15.3%VolatilityLower wins17.3%

3–1DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · SMLL

0.3%RRC2.1%

0.2%WTFC3.8%

0.2%CART1.8%

0.2%FDS3.2%

Held in common3.7%

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%	$34.7B
2	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk		0.80%	2.05%	+2.1%	+15.5%	+13.7%	new	new	−12.1%	$14M

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%	$34.7B
2	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk		0.80%	2.05%	+2.1%	+15.5%	+13.7%	new	new	−12.1%	$14M

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 SMLL

DFAS

Dimensional - US Small Cap

$14,758

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasureDFASSMLL

Fee0.30%0.80%

Cost on $10k a year$30$80

Yield1.00%2.05%

5 years, per year+8.1%[…]

3 years, per year+19.3%[…]

Worst drop · 1Y−9.4%−12.1%

Volatility · 1Y15.3%17.3%

3–1measures won
DFAS first

3.7%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAS, SMLL

Today

3.7%most shared, DFAS and SMLL

DFASSMLL

DFAS—3.7%

SMLL3.7%—

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

Income After Fees on $10,000

$125most kept, SMLL

SMLL$205 − $80 = $125

DFAS$100 − $30 = $70

KeptFee

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