QVMS vs DFAS

AQVMS

BDFAS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · DFAS $13,932

Lowest cost0.03%VUG · $3 on $10k

Most income1.29%QVMS · $129 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 · $35.2B

+17.8%3 years · per year$16,359 · $16,215+17.5%

+6.7%5 years · per year$13,816 · $13,932+6.9%

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

1.29%12-mo yield$129 · $104 on $10k1.04%

−9.7%Worst dropSmaller wins−9.4%

16.6%VolatilityLower wins15.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQVMS · DFAS

0.3%URBN0.2%

0.5%LTH0.2%

0.6%JXN0.2%

0.5%MHK0.2%

Held in common30.4%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
3	AQVMS	Invesco S&P SmallCap 600 QVM Multi-factor ETFRead Desk	0.15%	1.29%	−3.6%	+16.1%	+20.0%	+17.8%	+6.7%	−9.7%	$243M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
3	AQVMS	Invesco S&P SmallCap 600 QVM Multi-factor ETFRead Desk	0.15%	1.29%	−3.6%	+16.1%	+20.0%	+17.8%	+6.7%	−9.7%	$243M

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

QVMS vs DFAS

QVMS

Invesco S&P SmallCap 600 QVM Multi-factor

$13,816

DFAS

Dimensional - US Small Cap

$13,932

MeasureQVMSDFAS

Fee0.15%0.30%

Cost on $10k a year$15$30

Yield1.29%1.04%

5 years, per year+6.7%+6.9%

3 years, per year+17.8%+17.5%

Worst drop · 1Y−9.7%−9.4%

Volatility · 1Y16.6%15.8%

3–3measures won
level

30.4%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: QVMS, DFAS, VUG

Today

30.4%most shared, QVMS and DFAS

QVMSDFASVUG

QVMS—30.4%0.0%

DFAS30.4%—0.0%

VUG0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$114most kept, QVMS

QVMS$129 − $15 = $114

DFAS$104 − $30 = $74

VUG$43 − $3 = $40

KeptFee

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