OVS vs DFAS

AOVS

BDFAS

Measures won2–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DFAS $13,927

Lowest cost0.03%VTV · $3 on $10k

Most income10.35%OVS · $1,035 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%OVS and DFAS

OVS

DFAS

Overlay Shares Small Cap Equity ETF · $44MDimensional - US Small Cap ETF · $33.7B

+19.2%3 years · per year$16,943 · $16,130+17.3%

+5.5%5 years · per year$13,061 · $13,927+6.8%

0.83%Expense ratio$83 · $30 on $10k · lower wins0.30%

10.35%12-mo yield$1,035 · $103 on $10k1.03%

−9.9%Worst dropSmaller wins−9.4%

18.3%VolatilityLower wins15.7%

2–4DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOVS · DFAS

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 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%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	AOVS	Overlay Shares Small Cap Equity ETFRead Desk	0.83%	10.35%	−0.1%	+15.6%	+18.3%	+19.2%	+5.5%	−9.9%	$44M

End-of-day Nov 6, 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%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	AOVS	Overlay Shares Small Cap Equity ETFRead Desk	0.83%	10.35%	−0.1%	+15.6%	+18.3%	+19.2%	+5.5%	−9.9%	$44M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OVS vs DFAS

OVS

Overlay Shares Small Cap Equity

$13,062

DFAS

Dimensional - US Small Cap

$13,927

MeasureOVSDFAS

Fee0.83%0.30%

Cost on $10k a year$83$30

Yield10.35%1.03%

5 years, per year+5.5%+6.8%

3 years, per year+19.2%+17.3%

Worst drop · 1Y−9.9%−9.4%

Volatility · 1Y18.3%15.7%

4–2measures won
DFAS first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: OVS, DFAS, VTV

Today

0.1%most shared, DFAS and VTV

OVSDFASVTV

OVS—0.0%0.0%

DFAS0.0%—0.1%

VTV0.0%0.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$952most kept, OVS

OVS$1,035 − $83 = $952

VTV$187 − $3 = $184

DFAS$103 − $30 = $73

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee