RESM vs DFAS

ARESM

BDFAS

Measures won0–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$14,093DFAS · VO $13,867

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common38.1%RESM and DFAS

RESM

DFAS

Columbia Research Enhanced Small Cap ETF · $6MDimensional - US Small Cap ETF · $33.7B

[…]3 years · per year[…] · $16,308+17.7%

[…]5 years · per year[…] · $14,093+7.1%

0.32%Expense ratio$32 · $30 on $10k · lower wins0.30%

0.08%12-mo yield$8 · $100 on $10k1.00%

[…]Worst dropSmaller wins−9.4%

[…]VolatilityLower wins16.0%

0–2DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRESM · DFAS

0.4%MOG-A0.2%

0.5%UMBF0.2%

0.4%IDCC0.2%

0.4%EAT0.2%

Held in common38.1%

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	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.5%	+16.6%	+21.5%	+17.7%	+7.1%	−9.4%	$33.7B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	ARESM	Columbia Research Enhanced Small Cap ETFRead Desk	0.32%	0.08%	+1.4%	+16.9%	new	new	new	[…]	$6M

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	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.5%	+16.6%	+21.5%	+17.7%	+7.1%	−9.4%	$33.7B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	ARESM	Columbia Research Enhanced Small Cap ETFRead Desk	0.32%	0.08%	+1.4%	+16.9%	new	new	new	[…]	$6M

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

RESM vs DFAS

RESM

Columbia Research Enhanced Small Cap

[…]

DFAS

Dimensional - US Small Cap

$14,093

MeasureRESMDFAS

Fee0.32%0.30%

Cost on $10k a year$32$30

Yield0.08%1.00%

5 years, per year[…]+7.1%

3 years, per year[…]+17.7%

Worst drop · 1Y[…]−9.4%

Volatility · 1Y[…]16.0%

2–0measures won
DFAS first

38.1%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: RESM, DFAS, VO

Today

38.1%most shared, RESM and DFAS

RESMDFASVO

RESM—38.1%0.0%

DFAS38.1%—0.1%

VO0.0%0.1%—

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DFAS$100 − $30 = $70

RESM$8 − $32 = −$24

KeptFee

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