DFAS vs SMMV

ADFAS

BSMMV

Measures won2–4SMMV wins · of 6 · 5Y

$10,000 · 5Y$14,758DFAS · SMMV $13,866

Lowest cost0.20%SMMV · $20 on $10k

Most income1.54%SMMV · $154 on $10k

Smallest drop−7.0%SMMV · worst fall in 1Y

Held in common26.4%DFAS and SMMV

DFAS

SMMV

Dimensional - US Small Cap ETF · $34.7BiShares MSCI USA Small-Cap Min Vol Factor ETF · $280M

+19.3%3 years · per year$16,976 · $15,637+16.1%

+8.1%5 years · per year$14,758 · $13,866+6.8%

0.30%Expense ratio$30 · $20 on $10k · lower wins0.20%

1.00%12-mo yield$100 · $154 on $10k1.54%

−9.4%Worst dropSmaller wins−7.0%

15.3%VolatilityLower wins9.5%

2–4SMMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · SMMV

0.3%HALO0.4%

0.3%RRC0.5%

0.2%CCK0.3%

0.2%BJ1.1%

Held in common26.4%

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	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk		0.20%	1.54%	+1.9%	+11.8%	+15.9%	+16.1%	+6.8%	−7.0%	$280M

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	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk		0.20%	1.54%	+1.9%	+11.8%	+15.9%	+16.1%	+6.8%	−7.0%	$280M

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 SMMV

DFAS

Dimensional - US Small Cap

$14,758

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,866

MeasureDFASSMMV

Fee0.30%0.20%

Cost on $10k a year$30$20

Yield1.00%1.54%

5 years, per year+8.1%+6.8%

3 years, per year+19.3%+16.1%

Worst drop · 1Y−9.4%−7.0%

Volatility · 1Y15.3%9.5%

4–2measures won
SMMV first

26.4%

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, SMMV

Today

26.4%most shared, DFAS and SMMV

DFASSMMV

DFAS—26.4%

SMMV26.4%—

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

Income After Fees on $10,000

$134most kept, SMMV

SMMV$154 − $20 = $134

DFAS$100 − $30 = $70

KeptFee

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