DFIS vs AVDS

ADFIS

BAVDS

Measures won1–4AVDS wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.30%AVDS · $30 on $10k

Most income2.70%AVDS · $270 on $10k

Smallest drop−12.4%AVDS · worst fall in 1Y

Held in common56.2%DFIS and AVDS

DFIS

AVDS

Dimensional - International Small Cap ETF · $5.8BAvantis International Small Cap Equity ETF · $377M

+21.5%3 years · per year$17,934 · $18,010+21.7%

[…]5 years · per year[…]

0.39%Expense ratio$39 · $30 on $10k · lower wins0.30%

2.25%12-mo yield$225 · $270 on $10k2.70%

−12.5%Worst dropSmaller wins−12.4%

15.7%VolatilityLower wins16.4%

1–4AVDS wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsDFIS · AVDS

0.3%HSX.L0.2%

0.2%BGEO.L0.2%

0.3%DPM.TO0.2%

0.3%FTT.TO0.2%

Held in common56.2%

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							5Y/yr
1	ADFIS	Dimensional - International Small Cap ETFRead Desk		0.39%	2.25%	−3.1%	+8.7%	+16.2%	+21.5%	new	−12.5%	$5.8B
2	BAVDS	Avantis International Small Cap Equity ETFRead Desk		0.30%	2.70%	−2.9%	+9.2%	+16.8%	+21.7%	new	−12.4%	$377M

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							5Y/yr
1	ADFIS	Dimensional - International Small Cap ETFRead Desk		0.39%	2.25%	−3.1%	+8.7%	+16.2%	+21.5%	new	−12.5%	$5.8B
2	BAVDS	Avantis International Small Cap Equity ETFRead Desk		0.30%	2.70%	−2.9%	+9.2%	+16.8%	+21.7%	new	−12.4%	$377M

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

DFIS vs AVDS

DFIS

Dimensional - International Small Cap

[…]

AVDS

Avantis International Small Cap Equity

[…]

MeasureDFISAVDS

Fee0.39%0.30%

Cost on $10k a year$39$30

Yield2.25%2.70%

5 years, per year[…][…]

3 years, per year+21.5%+21.7%

Worst drop · 1Y−12.5%−12.4%

Volatility · 1Y15.7%16.4%

4–1measures won
AVDS first

56.2%

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: DFIS, AVDS

Today

56.2%most shared, DFIS and AVDS

DFISAVDS

DFIS—56.2%

AVDS56.2%—

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

Income After Fees on $10,000

$240most kept, AVDS

AVDS$270 − $30 = $240

DFIS$225 − $39 = $186

KeptFee

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