PSC vs DFAS

APSC

BDFAS

Measures won2–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$15,837PSC · DFAS $14,758

Lowest cost0.30%DFAS · $30 on $10k

Most income1.00%DFAS · $100 on $10k

Smallest drop−9.4%DFAS · worst fall in 1Y

Held in common24.5%PSC and DFAS

PSC

DFAS

Principal U.S. Small-Cap Multi-Factor ETF · $2.7BDimensional - US Small Cap ETF · $34.7B

+23.0%3 years · per year$18,603 · $16,976+19.3%

+9.6%5 years · per year$15,837 · $14,758+8.1%

0.38%Expense ratio$38 · $30 on $10k · lower wins0.30%

0.58%12-mo yield$58 · $100 on $10k1.00%

−10.0%Worst dropSmaller wins−9.4%

16.7%VolatilityLower wins15.3%

2–4DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSC · DFAS

0.6%MOG-A0.3%

0.6%IDCC0.2%

0.6%URBN0.2%

0.8%EAT0.2%

Held in common24.5%

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	APSC	Principal U.S. Small-Cap Multi-Factor ETFRead Desk		0.38%	0.58%	+1.5%	+20.4%	+23.2%	+23.0%	+9.6%	−10.0%	$2.7B
2	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

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	APSC	Principal U.S. Small-Cap Multi-Factor ETFRead Desk		0.38%	0.58%	+1.5%	+20.4%	+23.2%	+23.0%	+9.6%	−10.0%	$2.7B
2	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

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

PSC vs DFAS

PSC

Principal U.S. Small-Cap Multi-Factor

$15,837

DFAS

Dimensional - US Small Cap

$14,758

MeasurePSCDFAS

Fee0.38%0.30%

Cost on $10k a year$38$30

Yield0.58%1.00%

5 years, per year+9.6%+8.1%

3 years, per year+23.0%+19.3%

Worst drop · 1Y−10.0%−9.4%

Volatility · 1Y16.7%15.3%

4–2measures won
DFAS first

24.5%

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: PSC, DFAS

Today

24.5%most shared, PSC and DFAS

PSCDFAS

PSC—24.5%

DFAS24.5%—

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

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

PSC$58 − $38 = $20

KeptFee

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