RSSL vs DFAS

ARSSL

BDFAS

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,842VTV · DFAS $14,320

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common50.0%RSSL and DFAS

RSSL

DFAS

Global X - Russell 2000 ETF · $1.4BDimensional - US Small Cap ETF · $34.7B

[…]3 years · per year[…] · $16,881+19.1%

[…]5 years · per year[…] · $14,320+7.4%

0.08%Expense ratio$8 · $30 on $10k · lower wins0.30%

1.34%12-mo yield$134 · $101 on $10k1.01%

−11.1%Worst dropSmaller wins−9.4%

18.1%VolatilityLower wins15.3%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRSSL · DFAS

0.3%UMBF0.2%

0.3%IDCC0.2%

0.3%EAT0.2%

0.3%JXN0.2%

Held in common50.0%

End-of-day Nov 3, 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%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.01%	−0.3%	+15.7%	+19.0%	+19.1%	+7.4%	−9.4%	$34.7B
3	ARSSL	Global X - Russell 2000 ETFRead Desk	0.08%	1.34%	+0.2%	+14.3%	+14.7%	new	new	−11.1%	$1.4B

End-of-day Nov 3, 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%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.01%	−0.3%	+15.7%	+19.0%	+19.1%	+7.4%	−9.4%	$34.7B
3	ARSSL	Global X - Russell 2000 ETFRead Desk	0.08%	1.34%	+0.2%	+14.3%	+14.7%	new	new	−11.1%	$1.4B

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

Cards for this view

RSSL vs DFAS

RSSL

Global X - Russell 2000

[…]

DFAS

Dimensional - US Small Cap

$14,320

MeasureRSSLDFAS

Fee0.08%0.30%

Cost on $10k a year$8$30

Yield1.34%1.01%

5 years, per year[…]+7.4%

3 years, per year[…]+19.1%

Worst drop · 1Y−11.1%−9.4%

Volatility · 1Y18.1%15.3%

2–2measures won
level

50.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: RSSL, DFAS, VTV

Today

50.0%most shared, RSSL and DFAS

RSSLDFASVTV

RSSL—50.0%0.0%

DFAS50.0%—0.1%

VTV0.0%0.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

RSSL$134 − $8 = $126

DFAS$101 − $30 = $71

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee