RWJ vs DFAS

ARWJ

BDFAS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,585VTV · RWJ $15,346

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

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

Held in common30.2%RWJ and DFAS

RWJ

DFAS

Invesco S&P SmallCap 600 Revenue ETF · $2.1BDimensional - US Small Cap ETF · $33.7B

+20.8%3 years · per year$17,647 · $16,130+17.3%

+8.9%5 years · per year$15,346 · $13,927+6.8%

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

1.12%12-mo yield$112 · $103 on $10k1.03%

−11.3%Worst dropSmaller wins−9.4%

17.4%VolatilityLower wins15.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRWJ · DFAS

0.5%URBN0.2%

0.2%LTH0.2%

0.4%JXN0.2%

0.8%MHK0.2%

Held in common30.2%

End-of-day Nov 6, 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%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ARWJ	Invesco S&P SmallCap 600 Revenue ETFRead Desk	0.39%	1.12%	−0.9%	+19.9%	+22.6%	+20.8%	+8.9%	−11.3%	$2.1B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B

End-of-day Nov 6, 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%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ARWJ	Invesco S&P SmallCap 600 Revenue ETFRead Desk	0.39%	1.12%	−0.9%	+19.9%	+22.6%	+20.8%	+8.9%	−11.3%	$2.1B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B

End-of-day Nov 6, 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

$15,346

DFAS

Dimensional - US Small Cap

$13,927

MeasureRWJDFAS

Fee0.39%0.30%

Cost on $10k a year$39$30

Yield1.12%1.03%

5 years, per year+8.9%+6.8%

3 years, per year+20.8%+17.3%

Worst drop · 1Y−11.3%−9.4%

Volatility · 1Y17.4%15.7%

3–3measures won
level

30.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: RWJ, DFAS, VTV

Today

30.2%most shared, RWJ and DFAS

RWJDFASVTV

RWJ—30.2%0.0%

DFAS30.2%—0.1%

VTV0.0%0.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

DFAS$103 − $30 = $73

RWJ$112 − $39 = $73

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee