DFAS vs TCV

ADFAS

BTCV

Measures won4–0DFAS wins · of 6 · 5Y

$10,000 · 5Y$13,932DFAS

Lowest cost0.30%DFAS · $30 on $10k

Most income1.04%DFAS · $104 on $10k

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

Held in common3.2%DFAS and TCV

DFAS

TCV

Dimensional - US Small Cap ETF · $35.2BTowle Small-Cap Value ETF · $210M

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

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

0.30%Expense ratio$30 · $85 on $10k · lower wins0.85%

1.04%12-mo yield$104 · $24 on $10k0.24%

−9.4%Worst dropSmaller wins−12.2%

15.8%VolatilityLower wins19.2%

4–0DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · TCV

0.2%ARW2.9%

0.2%BWA1.7%

0.2%PB1.1%

0.2%OSCR2.6%

Held in common3.2%

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

Both

5Y2 funds

#			Trend
1	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
2	BTCV	Towle Small-Cap Value ETFRead Desk		0.85%	0.24%	−3.9%	+26.2%	+26.9%	new	new	−12.2%	$210M

End-of-day Nov 5, 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%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
2	BTCV	Towle Small-Cap Value ETFRead Desk		0.85%	0.24%	−3.9%	+26.2%	+26.9%	new	new	−12.2%	$210M

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 TCV

DFAS

Dimensional - US Small Cap

$13,932

TCV

Towle Small-Cap Value

[…]

MeasureDFASTCV

Fee0.30%0.85%

Cost on $10k a year$30$85

Yield1.04%0.24%

5 years, per year+6.9%[…]

3 years, per year+17.5%[…]

Worst drop · 1Y−9.4%−12.2%

Volatility · 1Y15.8%19.2%

4–0measures won
DFAS first

3.2%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFAS, TCV

Today

3.2%most shared, DFAS and TCV

DFASTCV

DFAS—3.2%

TCV3.2%—

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

Income After Fees on $10,000

$74most kept, DFAS

DFAS$104 − $30 = $74

TCV$24 − $85 = −$61

KeptFee

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