DFAS vs VIOV

ADFAS

BVIOV

Measures won2–4VIOV wins · of 6 · 5Y

$10,000 · 5Y$13,927DFAS · VIOV $13,784

Lowest cost0.10%VIOV · $10 on $10k

Most income1.68%VIOV · $168 on $10k

Smallest drop−9.3%VIOV · worst fall in 1Y

Held in common24.5%DFAS and VIOV

DFAS

VIOV

Dimensional - US Small Cap ETF · $33.8BVanguard S&P Small-Cap 600 Value ETF · $1.7B

+17.3%3 years · per year$16,130 · $16,393+17.9%

+6.8%5 years · per year$13,927 · $13,784+6.6%

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

1.03%12-mo yield$103 · $168 on $10k1.68%

−9.4%Worst dropSmaller wins−9.3%

15.7%VolatilityLower wins16.2%

2–4VIOV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · VIOV

0.2%LTH0.2%

0.2%JXN0.9%

0.2%MHK0.7%

0.2%VSXY0.8%

Held in common24.5%

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

Both

5Y2 funds

#			Trend
1	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
2	BVIOV	Vanguard S&P Small-Cap 600 Value ETFRead Desk		0.10%	1.68%	−0.4%	+16.0%	+19.2%	+17.9%	+6.6%	−9.3%	$1.7B

End-of-day Nov 6, 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%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
2	BVIOV	Vanguard S&P Small-Cap 600 Value ETFRead Desk		0.10%	1.68%	−0.4%	+16.0%	+19.2%	+17.9%	+6.6%	−9.3%	$1.7B

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 VIOV

DFAS

Dimensional - US Small Cap

$13,927

VIOV

Vanguard S&P Small-Cap 600 Value

$13,784

MeasureDFASVIOV

Fee0.30%0.10%

Cost on $10k a year$30$10

Yield1.03%1.68%

5 years, per year+6.8%+6.6%

3 years, per year+17.3%+17.9%

Worst drop · 1Y−9.4%−9.3%

Volatility · 1Y15.7%16.2%

4–2measures won
VIOV first

24.5%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAS, VIOV

Today

24.5%most shared, DFAS and VIOV

DFASVIOV

DFAS—24.5%

VIOV24.5%—

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

Income After Fees on $10,000

$158most kept, VIOV

VIOV$168 − $10 = $158

DFAS$103 − $30 = $73

KeptFee

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