FSEV vs DFAS

AFSEV

BDFAS

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$15,330IWF · DFAS $13,932

Lowest cost0.18%IWF · $18 on $10k

Most income1.04%DFAS · $104 on $10k

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

Held in common16.5%FSEV and DFAS

FSEV

DFAS

Fidelity Enhanced Small Cap Value ETF · $8MDimensional - US Small Cap ETF · $35.2B

[…]3 years · per year[…] · $16,215+17.5%

[…]5 years · per year[…] · $13,932+6.9%

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

0.64%12-mo yield$64 · $104 on $10k1.04%

[…]Worst dropSmaller wins−9.4%

[…]VolatilityLower wins15.8%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSEV · DFAS

0.9%UMBF0.2%

0.4%URBN0.2%

0.6%LTH0.2%

0.7%JXN0.2%

Held in common16.5%

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	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
3	AFSEV	Fidelity Enhanced Small Cap Value ETFRead Desk	0.28%	0.64%	−3.6%	new	new	new	new	[…]	$8M

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	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
3	AFSEV	Fidelity Enhanced Small Cap Value ETFRead Desk	0.28%	0.64%	−3.6%	new	new	new	new	[…]	$8M

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

FSEV vs DFAS

FSEV

Fidelity Enhanced Small Cap Value

[…]

DFAS

Dimensional - US Small Cap

$13,932

MeasureFSEVDFAS

Fee0.28%0.30%

Cost on $10k a year$28$30

Yield0.64%1.04%

5 years, per year[…]+6.9%

3 years, per year[…]+17.5%

Worst drop · 1Y[…]−9.4%

Volatility · 1Y[…]15.8%

1–1measures won
level

16.5%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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

Overlap: FSEV, DFAS, IWF

Today

16.5%most shared, FSEV and DFAS

FSEVDFASIWF

FSEV—16.5%0.0%

DFAS16.5%—1.4%

IWF0.0%1.4%—

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

Income After Fees on $10,000

$74most kept, DFAS

DFAS$104 − $30 = $74

FSEV$64 − $28 = $36

IWF$39 − $18 = $21

KeptFee

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