DFAS vs VBR

ADFAS

BVBR

Measures won0–6VBR wins · of 6 · 5Y

$10,000 · 5Y$15,849VBR · DFAS $14,758

Lowest cost0.05%VBR · $5 on $10k

Most income1.77%VBR · $177 on $10k

Smallest drop−8.9%VBR · worst fall in 1Y

Held in common49.3%DFAS and VBR

DFAS

VBR

Dimensional - US Small Cap ETF · $34.7BVanguard Morningstar Small-Cap Value ETF · $35.1B

+19.3%3 years · per year$16,976 · $17,630+20.8%

+8.1%5 years · per year$14,758 · $15,849+9.6%

0.30%Expense ratio$30 · $5 on $10k · lower wins0.05%

1.00%12-mo yield$100 · $177 on $10k1.77%

−9.4%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins13.9%

0–6VBR wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · VBR

0.3%SWKS0.3%

0.3%WCC0.4%

0.3%MOG-A0.2%

0.2%ELAN0.3%

Held in common49.3%

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	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.77%	+1.7%	+19.4%	+23.4%	+20.8%	+9.6%	−8.9%	$35.1B
2	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

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	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.77%	+1.7%	+19.4%	+23.4%	+20.8%	+9.6%	−8.9%	$35.1B
2	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

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 VBR

DFAS

Dimensional - US Small Cap

$14,758

VBR

Vanguard Morningstar Small-Cap Value

$15,849

MeasureDFASVBR

Fee0.30%0.05%

Cost on $10k a year$30$5

Yield1.00%1.77%

5 years, per year+8.1%+9.6%

3 years, per year+19.3%+20.8%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y15.3%13.9%

6–0measures won
VBR first

49.3%

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, VBR

Today

49.3%most shared, DFAS and VBR

DFASVBR

DFAS—49.3%

VBR49.3%—

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

Income After Fees on $10,000

$172most kept, VBR

VBR$177 − $5 = $172

DFAS$100 − $30 = $70

KeptFee

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