RWJ vs DFAS

ARWJ

BDFAS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,533RWJ · DFAS $14,320

Lowest cost0.30%DFAS · $30 on $10k

Most income1.10%RWJ · $110 on $10k

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

Held in common30.5%RWJ and DFAS

RWJ

DFAS

Invesco S&P SmallCap 600 Revenue ETF · $2.1BDimensional - US Small Cap ETF · $34.7B

+22.1%3 years · per year$18,215 · $16,881+19.1%

+9.2%5 years · per year$15,533 · $14,320+7.4%

0.39%Expense ratio$39 · $30 on $10k · lower wins0.30%

1.10%12-mo yield$110 · $101 on $10k1.01%

−11.3%Worst dropSmaller wins−9.4%

17.0%VolatilityLower wins15.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRWJ · DFAS

0.5%URBN0.2%

0.4%JXN0.2%

0.2%LTH0.2%

0.8%MHK0.2%

Held in common30.5%

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

Both

5Y2 funds

#			Trend
1	ARWJ	Invesco S&P SmallCap 600 Revenue ETFRead Desk		0.39%	1.10%	−1.2%	+22.2%	+25.7%	+22.1%	+9.2%	−11.3%	$2.1B
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

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

Both

5Y2 funds

#			Trend
1	ARWJ	Invesco S&P SmallCap 600 Revenue ETFRead Desk		0.39%	1.10%	−1.2%	+22.2%	+25.7%	+22.1%	+9.2%	−11.3%	$2.1B
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

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

RWJ vs DFAS

RWJ

Invesco S&P SmallCap 600 Revenue

$15,533

DFAS

Dimensional - US Small Cap

$14,320

MeasureRWJDFAS

Fee0.39%0.30%

Cost on $10k a year$39$30

Yield1.10%1.01%

5 years, per year+9.2%+7.4%

3 years, per year+22.1%+19.1%

Worst drop · 1Y−11.3%−9.4%

Volatility · 1Y17.0%15.3%

3–3measures won
level

30.5%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: RWJ, DFAS

Today

30.5%most shared, RWJ and DFAS

RWJDFAS

RWJ—30.5%

DFAS30.5%—

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

Income After Fees on $10,000

$71most kept, RWJ

RWJ$110 − $39 = $71

DFAS$101 − $30 = $71

KeptFee

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