DFAS vs SMMV

ADFAS

BSMMV

Measures won2–4SMMV wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · DFAS $13,932

Lowest cost0.03%VUG · $3 on $10k

Most income1.57%SMMV · $157 on $10k

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

Held in common26.6%DFAS and SMMV

DFAS

SMMV

Dimensional - US Small Cap ETF · $35.2BiShares MSCI USA Small-Cap Min Vol Factor ETF · $285M

+17.5%3 years · per year$16,215 · $15,234+15.1%

+6.9%5 years · per year$13,932 · $13,412+6.0%

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

1.04%12-mo yield$104 · $157 on $10k1.57%

−9.4%Worst dropSmaller wins−7.0%

15.8%VolatilityLower wins9.8%

2–4SMMV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · SMMV

0.3%HALO0.4%

0.2%CCK0.3%

0.2%SJM0.6%

0.2%BJ1.1%

Held in common26.6%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
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	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.57%	−2.0%	+9.6%	+13.3%	+15.1%	+6.0%	−7.0%	$285M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
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	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.57%	−2.0%	+9.6%	+13.3%	+15.1%	+6.0%	−7.0%	$285M

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 SMMV

DFAS

Dimensional - US Small Cap

$13,932

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,413

MeasureDFASSMMV

Fee0.30%0.20%

Cost on $10k a year$30$20

Yield1.04%1.57%

5 years, per year+6.9%+6.0%

3 years, per year+17.5%+15.1%

Worst drop · 1Y−9.4%−7.0%

Volatility · 1Y15.8%9.8%

4–2measures won
SMMV first

26.6%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAS, SMMV, VUG, VO

Today

26.6%most shared, DFAS and SMMV

DFASSMMVVUGVO

DFAS—26.6%0.0%0.1%

SMMV26.6%—0.0%0.1%

VUG0.0%0.0%—10.2%

VO0.1%0.1%10.2%—

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

Income After Fees on $10,000

$137most kept, SMMV

SMMV$157 − $20 = $137

VO$139 − $3 = $136

DFAS$104 − $30 = $74

VUG$43 − $3 = $40

KeptFee

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