DFAS vs SMLL

ADFAS

BSMLL

Measures won3–1DFAS wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · DFAS $13,932

Lowest cost0.03%VTV · $3 on $10k

Most income2.11%SMLL · $211 on $10k

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

Held in common3.8%DFAS and SMLL

DFAS

SMLL

Dimensional - US Small Cap ETF · $33.8BHarbor Active Small Cap ETF (SMLL) · $14M

+17.5%3 years · per year$16,215 · […][…]

+6.9%5 years · per year$13,932 · […][…]

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

1.04%12-mo yield$104 · $211 on $10k2.11%

−9.4%Worst dropSmaller wins−12.1%

15.8%VolatilityLower wins17.5%

3–1DFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · SMLL

0.2%RRC2.0%

0.2%WTFC3.8%

0.2%CART1.8%

0.2%FDS3.2%

Held in common3.8%

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 Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
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	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
4	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.11%	−2.6%	+12.5%	+11.5%	new	new	−12.1%	$14M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
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	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
4	BSMLL	Harbor Active Small Cap ETF (SMLL)Read Desk	0.80%	2.11%	−2.6%	+12.5%	+11.5%	new	new	−12.1%	$14M

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 SMLL

DFAS

Dimensional - US Small Cap

$13,932

SMLL

Harbor Active Small Cap ETF (SMLL)

[…]

MeasureDFASSMLL

Fee0.30%0.80%

Cost on $10k a year$30$80

Yield1.04%2.11%

5 years, per year+6.9%[…]

3 years, per year+17.5%[…]

Worst drop · 1Y−9.4%−12.1%

Volatility · 1Y15.8%17.5%

3–1measures won
DFAS first

3.8%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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, SMLL, VTV, VO

Today

28.5%most shared, VTV and VO

DFASSMLLVTVVO

DFAS—3.8%0.1%0.1%

SMLL3.8%—0.1%0.2%

VTV0.1%0.1%—28.5%

VO0.1%0.2%28.5%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

VO$139 − $3 = $136

SMLL$211 − $80 = $131

DFAS$104 − $30 = $74

KeptFee

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