DFAS vs VO

ADFAS

BVO

Measures won1–5VO wins · of 6 · 5Y

$10,000 · 5Y$14,758DFAS · VO $14,290

Lowest cost0.03%VO · $3 on $10k

Most income1.34%VO · $134 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.1%DFAS and VO

DFAS

Dimensional - US Small Cap ETF · $35.2BVanguard Morningstar Mid-Cap ETF · $103B

+19.3%3 years · per year$16,976 · $17,578+20.7%

+8.1%5 years · per year$14,758 · $14,290+7.4%

0.30%Expense ratio$30 · $3 on $10k · lower wins0.03%

1.00%12-mo yield$100 · $134 on $10k1.34%

−9.4%Worst dropSmaller wins−8.2%

15.3%VolatilityLower wins12.4%

1–5VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · VO

0.1%CTVA0.5%

0.0%FICO0.1%

Held in common0.1%

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	ADFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

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	ADFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

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 VO

DFAS

Dimensional - US Small Cap

$14,758

Vanguard Morningstar Mid-Cap

$14,290

MeasureDFASVO

Fee0.30%0.03%

Cost on $10k a year$30$3

Yield1.00%1.34%

5 years, per year+8.1%+7.4%

3 years, per year+19.3%+20.7%

Worst drop · 1Y−9.4%−8.2%

Volatility · 1Y15.3%12.4%

5–1measures won
VO first

0.1%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAS, VO

Today

0.1%most shared, DFAS and VO

DFASVO

DFAS—0.1%

VO0.1%—

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

DFAS$100 − $30 = $70

KeptFee

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