DFAS vs XSLV

ADFAS

BXSLV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$13,932DFAS · XSLV $11,811

Lowest cost0.25%XSLV · $25 on $10k

Most income2.38%XSLV · $238 on $10k

Smallest drop−9.4%DFAS · worst fall in 1Y

Held in common6.3%DFAS and XSLV

DFAS

XSLV

Dimensional - US Small Cap ETF · $33.8BInvesco S&P SmallCap Low Volatility ETF · $244M

+17.5%3 years · per year$16,215 · $14,439+13.0%

+6.9%5 years · per year$13,932 · $11,811+3.4%

0.30%Expense ratio$30 · $25 on $10k · lower wins0.25%

1.04%12-mo yield$104 · $238 on $10k2.38%

−9.4%Worst dropSmaller wins−9.5%

15.8%VolatilityLower wins13.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · XSLV

0.2%AWI0.8%

0.2%ADT1.0%

0.1%CON1.0%

0.1%ABCB0.8%

Held in common6.3%

End-of-day Nov 5, 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%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
2	BXSLV	Invesco S&P SmallCap Low Volatility ETFRead Desk		0.25%	2.38%	−1.7%	+13.0%	+16.8%	+13.0%	+3.4%	−9.5%	$244M

End-of-day Nov 5, 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%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
2	BXSLV	Invesco S&P SmallCap Low Volatility ETFRead Desk		0.25%	2.38%	−1.7%	+13.0%	+16.8%	+13.0%	+3.4%	−9.5%	$244M

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

Cards for this view

DFAS vs XSLV

DFAS

Dimensional - US Small Cap

$13,932

XSLV

Invesco S&P SmallCap Low Volatility

$11,811

MeasureDFASXSLV

Fee0.30%0.25%

Cost on $10k a year$30$25

Yield1.04%2.38%

5 years, per year+6.9%+3.4%

3 years, per year+17.5%+13.0%

Worst drop · 1Y−9.4%−9.5%

Volatility · 1Y15.8%13.2%

3–3measures won
level

6.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFAS, XSLV

Today

6.3%most shared, DFAS and XSLV

DFASXSLV

DFAS—6.3%

XSLV6.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$213most kept, XSLV

XSLV$238 − $25 = $213

DFAS$104 − $30 = $74

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee