FESM vs DFAS

AFESM

BDFAS

Measures won1–3DFAS wins · of 6 · 5Y

$10,000 · 5Y$13,932DFAS

Lowest cost0.28%FESM · $28 on $10k

Most income1.00%DFAS · $100 on $10k

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

Held in common23.8%FESM and DFAS

FESM

DFAS

Fidelity Enhanced Small Cap ETF · $6.4BDimensional - US Small Cap ETF · $35.2B

[…]3 years · per year[…] · $16,976+19.3%

[…]5 years · per year[…] · $14,758+8.1%

0.28%Expense ratio$28 · $30 on $10k · lower wins0.30%

0.85%12-mo yield$85 · $100 on $10k1.00%

−10.2%Worst dropSmaller wins−9.4%

18.0%VolatilityLower wins15.3%

1–3DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsFESM · DFAS

0.4%LTH0.2%

0.2%AIT0.2%

0.7%HQY0.2%

0.3%VSXY0.2%

Held in common23.8%

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	BDFAS	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	AFESM	Fidelity Enhanced Small Cap ETFRead Desk		0.28%	0.85%	+1.4%	+23.2%	+25.5%	new	new	−10.2%	$6.4B

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	BDFAS	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	AFESM	Fidelity Enhanced Small Cap ETFRead Desk		0.28%	0.85%	+1.4%	+23.2%	+25.5%	new	new	−10.2%	$6.4B

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

FESM vs DFAS

FESM

Fidelity Enhanced Small Cap

[…]

DFAS

Dimensional - US Small Cap

$14,758

MeasureFESMDFAS

Fee0.28%0.30%

Cost on $10k a year$28$30

Yield0.85%1.00%

5 years, per year[…]+8.1%

3 years, per year[…]+19.3%

Worst drop · 1Y−10.2%−9.4%

Volatility · 1Y18.0%15.3%

3–1measures won
DFAS first

23.8%

holdings shared

Nov 5, 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 5, 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 5, 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 5, 2026

Overlap: FESM, DFAS

Today

23.8%most shared, FESM and DFAS

FESMDFAS

FESM—23.8%

DFAS23.8%—

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

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

FESM$85 − $28 = $57

KeptFee

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