DFAS vs XSVM

ADFAS

BXSVM

Measures won5–1DFAS wins · of 6 · 5Y

$10,000 · 5Y$14,758DFAS · XSVM $14,682

Lowest cost0.30%DFAS · $30 on $10k

Most income1.84%XSVM · $184 on $10k

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

Held in common6.4%DFAS and XSVM

DFAS

XSVM

Dimensional - US Small Cap ETF · $35.2BInvesco S&P SmallCap Value with Momentum ETF · $591M

+19.3%3 years · per year$16,976 · $16,143+17.3%

+8.1%5 years · per year$14,758 · $14,682+8.0%

0.30%Expense ratio$30 · $36 on $10k · lower wins0.36%

1.00%12-mo yield$100 · $184 on $10k1.84%

−9.4%Worst dropSmaller wins−10.1%

15.3%VolatilityLower wins16.3%

5–1DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · XSVM

0.2%JXN1.0%

0.2%LNC1.8%

0.1%SNEX0.8%

0.1%ABCB0.6%

Held in common6.4%

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	BXSVM	Invesco S&P SmallCap Value with Momentum ETFRead Desk		0.36%	1.84%	+1.8%	+22.5%	+28.6%	+17.3%	+8.0%	−10.1%	$591M

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	BXSVM	Invesco S&P SmallCap Value with Momentum ETFRead Desk		0.36%	1.84%	+1.8%	+22.5%	+28.6%	+17.3%	+8.0%	−10.1%	$591M

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 XSVM

DFAS

Dimensional - US Small Cap

$14,758

XSVM

Invesco S&P SmallCap Value with Momentum

$14,682

MeasureDFASXSVM

Fee0.30%0.36%

Cost on $10k a year$30$36

Yield1.00%1.84%

5 years, per year+8.1%+8.0%

3 years, per year+19.3%+17.3%

Worst drop · 1Y−9.4%−10.1%

Volatility · 1Y15.3%16.3%

5–1measures won
DFAS first

6.4%

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, XSVM

Today

6.4%most shared, DFAS and XSVM

DFASXSVM

DFAS—6.4%

XSVM6.4%—

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

Income After Fees on $10,000

$148most kept, XSVM

XSVM$184 − $36 = $148

DFAS$100 − $30 = $70

KeptFee

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