FLQS vs DFAS

AFLQS

BDFAS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$13,932DFAS · FLQS $13,290

Lowest cost0.30%DFAS · $30 on $10k

Most income1.51%FLQS · $151 on $10k

Smallest drop−8.5%FLQS · worst fall in 1Y

Held in common17.6%FLQS and DFAS

FLQS

DFAS

Franklin U.S. Small Cap Multifactor Index ETF · $50MDimensional - US Small Cap ETF · $35.2B

+15.7%3 years · per year$15,474 · $16,215+17.5%

+5.9%5 years · per year$13,290 · $13,932+6.9%

0.35%Expense ratio$35 · $30 on $10k · lower wins0.30%

1.51%12-mo yield$151 · $104 on $10k1.04%

−8.5%Worst dropSmaller wins−9.4%

14.3%VolatilityLower wins15.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFLQS · DFAS

0.8%MOG-A0.2%

0.5%URBN0.2%

0.9%IDCC0.2%

0.8%FCFS0.2%

Held in common17.6%

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%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
2	AFLQS	Franklin U.S. Small Cap Multifactor Index ETFRead Desk		0.35%	1.51%	−3.5%	+13.7%	+17.0%	+15.7%	+5.9%	−8.5%	$50M

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%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
2	AFLQS	Franklin U.S. Small Cap Multifactor Index ETFRead Desk		0.35%	1.51%	−3.5%	+13.7%	+17.0%	+15.7%	+5.9%	−8.5%	$50M

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

FLQS vs DFAS

FLQS

Franklin U.S. Small Cap Multifactor Index

$13,290

DFAS

Dimensional - US Small Cap

$13,932

MeasureFLQSDFAS

Fee0.35%0.30%

Cost on $10k a year$35$30

Yield1.51%1.04%

5 years, per year+5.9%+6.9%

3 years, per year+15.7%+17.5%

Worst drop · 1Y−8.5%−9.4%

Volatility · 1Y14.3%15.8%

3–3measures won
level

17.6%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FLQS, DFAS

Today

17.6%most shared, FLQS and DFAS

FLQSDFAS

FLQS—17.6%

DFAS17.6%—

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

Income After Fees on $10,000

$116most kept, FLQS

FLQS$151 − $35 = $116

DFAS$104 − $30 = $74

KeptFee

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