JPSV vs DFAS

AJPSV

BDFAS

Measures won3–2JPSV wins · of 6 · 5Y

$10,000 · 5Y$14,758DFAS

Lowest cost0.30%DFAS · $30 on $10k

Most income1.18%JPSV · $118 on $10k

Smallest drop−9.1%JPSV · worst fall in 1Y

Held in common8.8%JPSV and DFAS

JPSV

DFAS

JPMorgan Active Small Cap Value ETF · $29MDimensional - US Small Cap ETF · $34.7B

+16.1%3 years · per year$15,634 · $16,881+19.1%

[…]5 years · per year[…] · $14,320+7.4%

0.55%Expense ratio$55 · $30 on $10k · lower wins0.30%

1.18%12-mo yield$118 · $101 on $10k1.01%

−9.1%Worst dropSmaller wins−9.4%

13.6%VolatilityLower wins15.3%

3–2JPSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsJPSV · DFAS

0.6%MOG-A0.3%

0.8%AIT0.2%

1.4%SSB0.2%

1.5%EHC0.2%

Held in common8.8%

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%	1.01%	−0.3%	+15.7%	+19.0%	+19.1%	+7.4%	−9.4%	$34.7B
2	AJPSV	JPMorgan Active Small Cap Value ETFRead Desk		0.55%	1.18%	−0.8%	+20.3%	+24.7%	+16.1%	new	−9.1%	$29M

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%	1.01%	−0.3%	+15.7%	+19.0%	+19.1%	+7.4%	−9.4%	$34.7B
2	AJPSV	JPMorgan Active Small Cap Value ETFRead Desk		0.55%	1.18%	−0.8%	+20.3%	+24.7%	+16.1%	new	−9.1%	$29M

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

JPSV vs DFAS

JPSV

JPMorgan Active Small Cap Value

[…]

DFAS

Dimensional - US Small Cap

$14,320

MeasureJPSVDFAS

Fee0.55%0.30%

Cost on $10k a year$55$30

Yield1.18%1.01%

5 years, per year[…]+7.4%

3 years, per year+16.1%+19.1%

Worst drop · 1Y−9.1%−9.4%

Volatility · 1Y13.6%15.3%

3–2measures won
JPSV first

8.8%

holdings shared

Nov 4, 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 4, 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 4, 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 4, 2026

Overlap: JPSV, DFAS

Today

8.8%most shared, JPSV and DFAS

JPSVDFAS

JPSV—8.8%

DFAS8.8%—

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

Income After Fees on $10,000

$71most kept, DFAS

DFAS$101 − $30 = $71

JPSV$118 − $55 = $63

KeptFee

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