JPSE vs DFAS

AJPSE

BDFAS

Measures won4–2JPSE wins · of 6 · 5Y

$10,000 · 5Y$14,758DFAS · JPSE $14,260

Lowest cost0.29%JPSE · $29 on $10k

Most income1.41%JPSE · $141 on $10k

Smallest drop−8.0%JPSE · worst fall in 1Y

Held in common25.8%JPSE and DFAS

JPSE

DFAS

JPMorgan Diversified Return U.S. Small Cap Equity ETF · $577MDimensional - US Small Cap ETF · $34.7B

+18.3%3 years · per year$16,552 · $16,976+19.3%

+7.4%5 years · per year$14,260 · $14,758+8.1%

0.29%Expense ratio$29 · $30 on $10k · lower wins0.30%

1.41%12-mo yield$141 · $100 on $10k1.00%

−8.0%Worst dropSmaller wins−9.4%

14.3%VolatilityLower wins15.3%

4–2JPSE wins

$10,000 · 5 yearsOne scale

Shared top holdingsJPSE · DFAS

0.3%MOG-A0.3%

0.3%IDCC0.2%

0.3%URBN0.2%

0.3%JXN0.2%

Held in common25.8%

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	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
2	AJPSE	JPMorgan Diversified Return U.S. Small Cap Equity ETFRead Desk		0.29%	1.41%	+1.5%	+17.6%	+19.6%	+18.3%	+7.4%	−8.0%	$577M

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	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
2	AJPSE	JPMorgan Diversified Return U.S. Small Cap Equity ETFRead Desk		0.29%	1.41%	+1.5%	+17.6%	+19.6%	+18.3%	+7.4%	−8.0%	$577M

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

JPSE vs DFAS

JPSE

JPMorgan Diversified Return U.S. Small Cap Equity

$14,260

DFAS

Dimensional - US Small Cap

$14,758

MeasureJPSEDFAS

Fee0.29%0.30%

Cost on $10k a year$29$30

Yield1.41%1.00%

5 years, per year+7.4%+8.1%

3 years, per year+18.3%+19.3%

Worst drop · 1Y−8.0%−9.4%

Volatility · 1Y14.3%15.3%

4–2measures won
JPSE first

25.8%

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: JPSE, DFAS

Today

25.8%most shared, JPSE and DFAS

JPSEDFAS

JPSE—25.8%

DFAS25.8%—

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

Income After Fees on $10,000

$112most kept, JPSE

JPSE$141 − $29 = $112

DFAS$100 − $30 = $70

KeptFee

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