JPSV vs DFAS

AJPSV

BDFAS

Measures won3–2JPSV wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · DFAS $13,932

Lowest cost0.18%IWF · $18 on $10k

Most income1.17%JPSV · $117 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 · $30MDimensional - US Small Cap ETF · $33.8B

+15.7%3 years · per year$15,493 · $16,215+17.5%

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

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

1.17%12-mo yield$117 · $104 on $10k1.04%

−9.1%Worst dropSmaller wins−9.4%

14.0%VolatilityLower wins15.8%

3–2JPSV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJPSV · DFAS

0.8%AIT0.2%

0.5%MOG-A0.2%

1.5%EHC0.2%

1.4%SSB0.2%

Held in common8.8%

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%	$112.9B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
3	AJPSV	JPMorgan Active Small Cap Value ETFRead Desk	0.55%	1.17%	−2.3%	+20.7%	+25.4%	+15.7%	new	−9.1%	$30M

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%	$112.9B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
3	AJPSV	JPMorgan Active Small Cap Value ETFRead Desk	0.55%	1.17%	−2.3%	+20.7%	+25.4%	+15.7%	new	−9.1%	$30M

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

JPSV vs DFAS

JPSV

JPMorgan Active Small Cap Value

[…]

DFAS

Dimensional - US Small Cap

$13,932

MeasureJPSVDFAS

Fee0.55%0.30%

Cost on $10k a year$55$30

Yield1.17%1.04%

5 years, per year[…]+6.9%

3 years, per year+15.7%+17.5%

Worst drop · 1Y−9.1%−9.4%

Volatility · 1Y14.0%15.8%

3–2measures won
JPSV first

8.8%

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: JPSV, DFAS, IWF

Today

8.8%most shared, JPSV and DFAS

JPSVDFASIWF

JPSV—8.8%0.0%

DFAS8.8%—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

JPSV$117 − $55 = $62

IWF$39 − $18 = $21

KeptFee

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