DFAS vs VIOO

ADFAS

BVIOO

Measures won3–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DFAS $13,927

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common34.0%DFAS and VIOO

DFAS

VIOO

Dimensional - US Small Cap ETF · $33.8BVanguard S&P Small-Cap 600 ETF · $4.0B

+17.3%3 years · per year$16,130 · $16,149+17.3%

+6.8%5 years · per year$13,927 · $13,195+5.7%

0.30%Expense ratio$30 · $7 on $10k · lower wins0.07%

1.03%12-mo yield$103 · $118 on $10k1.18%

−9.4%Worst dropSmaller wins−9.8%

15.7%VolatilityLower wins16.3%

3–2DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · VIOO

0.2%URBN0.3%

0.2%LTH0.4%

0.2%JXN0.5%

0.2%MHK0.4%

Held in common34.0%

End-of-day Nov 6, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
3	BVIOO	Vanguard S&P Small-Cap 600 ETFRead Desk	0.07%	1.18%	+0.1%	+15.4%	+17.7%	+17.3%	+5.7%	−9.8%	$4.0B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
3	BVIOO	Vanguard S&P Small-Cap 600 ETFRead Desk	0.07%	1.18%	+0.1%	+15.4%	+17.7%	+17.3%	+5.7%	−9.8%	$4.0B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAS vs VIOO

DFAS

Dimensional - US Small Cap

$13,927

VIOO

Vanguard S&P Small-Cap 600

$13,195

MeasureDFASVIOO

Fee0.30%0.07%

Cost on $10k a year$30$7

Yield1.03%1.18%

5 years, per year+6.8%+5.7%

3 years, per year+17.3%+17.3%

Worst drop · 1Y−9.4%−9.8%

Volatility · 1Y15.7%16.3%

3–2measures won
DFAS first

34.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAS, VIOO, VTV

Today

34.0%most shared, DFAS and VIOO

DFASVIOOVTV

DFAS—34.0%0.1%

VIOO34.0%—0.0%

VTV0.1%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VIOO$118 − $7 = $111

DFAS$103 − $30 = $73

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee