RZG vs DFAS

ARZG

BDFAS

Measures won0–6DFAS wins · of 6 · 5Y

$10,000 · 5Y$14,758DFAS · RZG $12,168

Lowest cost0.30%DFAS · $30 on $10k

Most income1.00%DFAS · $100 on $10k

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

Held in common8.9%RZG and DFAS

RZG

DFAS

Invesco S&P SmallCap 600 Revenue ETF · $117MDimensional - US Small Cap ETF · $34.7B

+19.0%3 years · per year$16,866 · $16,976+19.3%

+4.0%5 years · per year$12,168 · $14,758+8.1%

0.35%Expense ratio$35 · $30 on $10k · lower wins0.30%

0.57%12-mo yield$57 · $100 on $10k1.00%

−15.5%Worst dropSmaller wins−9.4%

18.9%VolatilityLower wins15.3%

0–6DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsRZG · DFAS

1.0%URBN0.2%

0.8%ETSY0.2%

1.3%VSAT0.2%

0.9%ESE0.2%

Held in common8.9%

End-of-day Nov 4, 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	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B
2	ARZG	Invesco S&P SmallCap 600 Revenue ETFRead Desk		0.35%	0.57%	+0.9%	+16.1%	+16.9%	+19.0%	+4.0%	−15.5%	$117M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B
2	ARZG	Invesco S&P SmallCap 600 Revenue ETFRead Desk		0.35%	0.57%	+0.9%	+16.1%	+16.9%	+19.0%	+4.0%	−15.5%	$117M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RZG vs DFAS

RZG

Invesco S&P SmallCap 600 Revenue

$12,168

DFAS

Dimensional - US Small Cap

$14,758

MeasureRZGDFAS

Fee0.35%0.30%

Cost on $10k a year$35$30

Yield0.57%1.00%

5 years, per year+4.0%+8.1%

3 years, per year+19.0%+19.3%

Worst drop · 1Y−15.5%−9.4%

Volatility · 1Y18.9%15.3%

6–0measures won
DFAS first

8.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: RZG, DFAS

Today

8.9%most shared, RZG and DFAS

RZGDFAS

RZG—8.9%

DFAS8.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

RZG$57 − $35 = $22

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee