DFAS vs VO

ADFAS

BVO

Measures won1–5VO wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY · DFAS $14,033

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

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

Held in common0.1%DFAS and VO

DFAS

Dimensional - US Small Cap ETF · $34.7BVanguard Morningstar Mid-Cap ETF · $103B

+17.5%3 years · per year$16,239 · $16,763+18.8%

+7.0%5 years · per year$14,033 · $13,867+6.8%

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

1.00%12-mo yield$100 · $135 on $10k1.35%

−9.4%Worst dropSmaller wins−8.2%

15.9%VolatilityLower wins13.1%

1–5VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · VO

0.1%CTVA0.5%

0.0%FICO0.1%

Held in common0.1%

End-of-day Nov 9, 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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

End-of-day Nov 9, 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

$14,033

Vanguard Morningstar Mid-Cap

$13,867

MeasureDFASVO

Fee0.30%0.03%

Cost on $10k a year$30$3

Yield1.00%1.35%

5 years, per year+7.0%+6.8%

3 years, per year+17.5%+18.8%

Worst drop · 1Y−9.4%−8.2%

Volatility · 1Y15.9%13.1%

5–1measures won
VO first

0.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DFAS, VO, SPY

Today

16.1%most shared, VO and SPY

DFASVOSPY

DFAS—0.1%1.0%

VO0.1%—16.1%

SPY1.0%16.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

SPY$101 − $9 = $92

DFAS$100 − $30 = $70

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee