JPSV vs DFAS

AJPSV

BDFAS

Measures won3–2JPSV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · DFAS $14,033

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · 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

+15.1%3 years · per year$15,268 · $16,239+17.5%

[…]5 years · per year[…] · $14,033+7.0%

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

1.16%12-mo yield$116 · $100 on $10k1.00%

−9.1%Worst dropSmaller wins−9.4%

14.1%VolatilityLower wins15.9%

3–2JPSV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJPSV · DFAS

0.5%MOG-A0.2%

0.7%AIT0.2%

1.5%EHC0.2%

1.4%SSB0.2%

Held in common8.8%

End-of-day Nov 9, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
3	AJPSV	JPMorgan Active Small Cap Value ETFRead Desk	0.55%	1.16%	+1.9%	+22.7%	+27.6%	+15.1%	new	−9.1%	$29M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
3	AJPSV	JPMorgan Active Small Cap Value ETFRead Desk	0.55%	1.16%	+1.9%	+22.7%	+27.6%	+15.1%	new	−9.1%	$29M

End-of-day Nov 9, 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

$14,033

MeasureJPSVDFAS

Fee0.55%0.30%

Cost on $10k a year$55$30

Yield1.16%1.00%

5 years, per year[…]+7.0%

3 years, per year+15.1%+17.5%

Worst drop · 1Y−9.1%−9.4%

Volatility · 1Y14.1%15.9%

3–2measures won
JPSV first

8.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: JPSV, DFAS, VTV

Today

8.8%most shared, JPSV and DFAS

JPSVDFASVTV

JPSV—8.8%0.0%

DFAS8.8%—0.1%

VTV0.0%0.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

DFAS$100 − $30 = $70

JPSV$116 − $55 = $61

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee