DFAS vs VOO

ADFAS

BVOO

Measures won0–6VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.9%DFAS and VOO

DFAS

VOO

Dimensional - US Small Cap ETF · $33.8BVanguard S&P 500 ETF · $1.00T

+17.3%3 years · per year$16,130 · $18,079+21.8%

+6.8%5 years · per year$13,927 · $17,177+11.4%

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

1.03%12-mo yield$103 · $110 on $10k1.10%

−9.4%Worst dropSmaller wins−8.9%

15.7%VolatilityLower wins13.5%

0–6VOO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · VOO

0.1%CTVA0.1%

0.1%ZBRA0.0%

0.1%RVTY0.0%

0.1%AKAM0.0%

Held in common0.9%

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 Four

5Y4 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
4	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

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

All Four

5Y4 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
4	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

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 VOO

DFAS

Dimensional - US Small Cap

$13,927

VOO

Vanguard S&P 500

$17,177

MeasureDFASVOO

Fee0.30%0.03%

Cost on $10k a year$30$3

Yield1.03%1.10%

5 years, per year+6.8%+11.4%

3 years, per year+17.3%+21.8%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y15.7%13.5%

6–0measures won
VOO first

0.9%

holdings shared

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

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

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, VOO, SPY, IVV

Today

99.9%most shared, SPY and IVV

DFASVOOSPYIVV

DFAS—0.9%1.0%1.0%

VOO0.9%—92.2%92.2%

SPY1.0%92.2%—99.9%

IVV1.0%92.2%99.9%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SPY$103 − $9 = $94

DFAS$103 − $30 = $73

KeptFee

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