QVMS vs DFAS

AQVMS

BDFAS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,758DFAS · QVMS $14,601

Lowest cost0.15%QVMS · $15 on $10k

Most income1.24%QVMS · $124 on $10k

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

Held in common30.4%QVMS and DFAS

QVMS

DFAS

Invesco S&P SmallCap 600 QVM Multi-factor ETF · $243MDimensional - US Small Cap ETF · $34.7B

+19.6%3 years · per year$17,093 · $16,976+19.3%

+7.9%5 years · per year$14,601 · $14,758+8.1%

0.15%Expense ratio$15 · $30 on $10k · lower wins0.30%

1.24%12-mo yield$124 · $100 on $10k1.00%

−9.7%Worst dropSmaller wins−9.4%

16.2%VolatilityLower wins15.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsQVMS · DFAS

0.3%URBN0.2%

0.6%JXN0.2%

0.4%LTH0.2%

0.5%MHK0.2%

Held in common30.4%

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%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B
2	AQVMS	Invesco S&P SmallCap 600 QVM Multi-factor ETFRead Desk		0.15%	1.24%	+1.6%	+20.4%	+23.2%	+19.6%	+7.9%	−9.7%	$243M

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%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B
2	AQVMS	Invesco S&P SmallCap 600 QVM Multi-factor ETFRead Desk		0.15%	1.24%	+1.6%	+20.4%	+23.2%	+19.6%	+7.9%	−9.7%	$243M

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

QVMS vs DFAS

QVMS

Invesco S&P SmallCap 600 QVM Multi-factor

$14,601

DFAS

Dimensional - US Small Cap

$14,758

MeasureQVMSDFAS

Fee0.15%0.30%

Cost on $10k a year$15$30

Yield1.24%1.00%

5 years, per year+7.9%+8.1%

3 years, per year+19.6%+19.3%

Worst drop · 1Y−9.7%−9.4%

Volatility · 1Y16.2%15.3%

3–3measures won
level

30.4%

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: QVMS, DFAS

Today

30.4%most shared, QVMS and DFAS

QVMSDFAS

QVMS—30.4%

DFAS30.4%—

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

Income After Fees on $10,000

$109most kept, QVMS

QVMS$124 − $15 = $109

DFAS$100 − $30 = $70

KeptFee

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