DFAS vs VIG

ADFAS

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · SCHD $16,881

Lowest cost0.04%VIG · $4 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common3.9%DFAS and VIG

DFAS

VIG

Dimensional - US Small Cap ETF · $34.7BVanguard Dividend Appreciation ETF · $109B

+19.3%3 years · per year$16,976 · $17,533+20.6%

+8.1%5 years · per year$14,758 · $17,005+11.2%

0.30%Expense ratio$30 · $4 on $10k · lower wins0.04%

1.00%12-mo yield$100 · $144 on $10k1.44%

−9.4%Worst dropSmaller wins−7.9%

15.3%VolatilityLower wins10.2%

0–6VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · VIG

0.1%ALLE0.1%

0.2%AIZ0.1%

0.2%AVY0.1%

0.1%CSL0.1%

Held in common3.9%

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

All Three

5Y3 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
3	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

All Three

5Y3 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
3	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 VIG

DFAS

Dimensional - US Small Cap

$14,758

VIG

Vanguard Dividend Appreciation

$17,005

MeasureDFASVIG

Fee0.30%0.04%

Cost on $10k a year$30$4

Yield1.00%1.44%

5 years, per year+8.1%+11.2%

3 years, per year+19.3%+20.6%

Worst drop · 1Y−9.4%−7.9%

Volatility · 1Y15.3%10.2%

6–0measures won
VIG first

3.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

DFASVIGSCHD

DFAS—3.9%3.5%

VIG3.9%—14.5%

SCHD3.5%14.5%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

DFAS$100 − $30 = $70

KeptFee

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