FYX vs DFAS

AFYX

BDFAS

Measures won4–2FYX wins · of 6 · 5Y

$10,000 · 5Y$15,297FYX · DFAS $14,320

Lowest cost0.30%DFAS · $30 on $10k

Most income1.10%FYX · $110 on $10k

Smallest drop−8.8%FYX · worst fall in 1Y

Held in common23.5%FYX and DFAS

FYX

DFAS

First Trust Small Cap Core AlphaDEX Fund · $1.4BDimensional - US Small Cap ETF · $34.7B

+24.2%3 years · per year$19,170 · $16,881+19.1%

+8.9%5 years · per year$15,297 · $14,320+7.4%

0.58%Expense ratio$58 · $30 on $10k · lower wins0.30%

1.10%12-mo yield$110 · $101 on $10k1.01%

−8.8%Worst dropSmaller wins−9.4%

16.2%VolatilityLower wins15.3%

4–2FYX wins

$10,000 · 5 yearsOne scale

Shared top holdingsFYX · DFAS

0.2%FCN0.1%

0.2%OPCH0.1%

0.3%GHC0.1%

0.2%IBOC0.1%

Held in common23.5%

End-of-day Nov 3, 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	AFYX	First Trust Small Cap Core AlphaDEX FundRead Desk		0.58%	1.10%	−0.7%	+23.3%	+27.6%	+24.2%	+8.9%	−8.8%	$1.4B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.01%	−0.3%	+15.7%	+19.0%	+19.1%	+7.4%	−9.4%	$34.7B

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

Both

5Y2 funds

#			Trend
1	AFYX	First Trust Small Cap Core AlphaDEX FundRead Desk		0.58%	1.10%	−0.7%	+23.3%	+27.6%	+24.2%	+8.9%	−8.8%	$1.4B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.01%	−0.3%	+15.7%	+19.0%	+19.1%	+7.4%	−9.4%	$34.7B

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

Cards for this view

FYX vs DFAS

FYX

First Trust Small Cap Core AlphaDEX Fund

$15,297

DFAS

Dimensional - US Small Cap

$14,320

MeasureFYXDFAS

Fee0.58%0.30%

Cost on $10k a year$58$30

Yield1.10%1.01%

5 years, per year+8.9%+7.4%

3 years, per year+24.2%+19.1%

Worst drop · 1Y−8.8%−9.4%

Volatility · 1Y16.2%15.3%

4–2measures won
FYX first

23.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FYX, DFAS

Today

23.5%most shared, FYX and DFAS

FYXDFAS

FYX—23.5%

DFAS23.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$71most kept, DFAS

DFAS$101 − $30 = $71

FYX$110 − $58 = $52

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee