FYT vs DFAS

AFYT

BDFAS

Measures won4–2FYT wins · of 6 · 5Y

$10,000 · 5Y$15,389FYT · DFAS $14,758

Lowest cost0.30%DFAS · $30 on $10k

Most income1.78%FYT · $178 on $10k

Smallest drop−8.6%FYT · worst fall in 1Y

Held in common13.6%FYT and DFAS

FYT

DFAS

First Trust Small Cap Value AlphaDEX Fund · $182MDimensional - US Small Cap ETF · $34.7B

+19.7%3 years · per year$17,155 · $16,976+19.3%

+9.0%5 years · per year$15,389 · $14,758+8.1%

0.70%Expense ratio$70 · $30 on $10k · lower wins0.30%

1.78%12-mo yield$178 · $100 on $10k1.00%

−8.6%Worst dropSmaller wins−9.4%

16.2%VolatilityLower wins15.3%

4–2FYT wins

$10,000 · 5 yearsOne scale

Shared top holdingsFYT · DFAS

0.2%FCN0.1%

0.2%OPCH0.1%

0.6%GHC0.1%

0.4%IBOC0.1%

Held in common13.6%

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	AFYT	First Trust Small Cap Value AlphaDEX FundRead Desk		0.70%	1.78%	+3.3%	+30.0%	+36.3%	+19.7%	+9.0%	−8.6%	$182M
2	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B

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	AFYT	First Trust Small Cap Value AlphaDEX FundRead Desk		0.70%	1.78%	+3.3%	+30.0%	+36.3%	+19.7%	+9.0%	−8.6%	$182M
2	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B

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

FYT vs DFAS

FYT

First Trust Small Cap Value AlphaDEX Fund

$15,389

DFAS

Dimensional - US Small Cap

$14,758

MeasureFYTDFAS

Fee0.70%0.30%

Cost on $10k a year$70$30

Yield1.78%1.00%

5 years, per year+9.0%+8.1%

3 years, per year+19.7%+19.3%

Worst drop · 1Y−8.6%−9.4%

Volatility · 1Y16.2%15.3%

4–2measures won
FYT first

13.6%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FYT, DFAS

Today

13.6%most shared, FYT and DFAS

FYTDFAS

FYT—13.6%

DFAS13.6%—

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

Income After Fees on $10,000

$108most kept, FYT

FYT$178 − $70 = $108

DFAS$100 − $30 = $70

KeptFee

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