RZV vs DFAS

ARZV

BDFAS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,684RZV · DFAS $14,758

Lowest cost0.30%DFAS · $30 on $10k

Most income1.38%RZV · $138 on $10k

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

Held in common7.0%RZV and DFAS

RZV

DFAS

Invesco S&P SmallCap 600 Pure Value ETF · $288MDimensional - US Small Cap ETF · $34.7B

+22.2%3 years · per year$18,263 · $16,976+19.3%

+10.8%5 years · per year$16,684 · $14,758+8.1%

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

1.38%12-mo yield$138 · $100 on $10k1.00%

−12.6%Worst dropSmaller wins−9.4%

18.6%VolatilityLower wins15.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRZV · DFAS

0.7%JXN0.2%

0.7%MHK0.2%

0.8%LNC0.2%

0.4%MATX0.2%

Held in common7.0%

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	ARZV	Invesco S&P SmallCap 600 Pure Value ETFRead Desk		0.35%	1.38%	+2.7%	+25.7%	+28.4%	+22.2%	+10.8%	−12.6%	$288M
2	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

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	ARZV	Invesco S&P SmallCap 600 Pure Value ETFRead Desk		0.35%	1.38%	+2.7%	+25.7%	+28.4%	+22.2%	+10.8%	−12.6%	$288M
2	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

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

RZV vs DFAS

RZV

Invesco S&P SmallCap 600 Pure Value

$16,684

DFAS

Dimensional - US Small Cap

$14,758

MeasureRZVDFAS

Fee0.35%0.30%

Cost on $10k a year$35$30

Yield1.38%1.00%

5 years, per year+10.8%+8.1%

3 years, per year+22.2%+19.3%

Worst drop · 1Y−12.6%−9.4%

Volatility · 1Y18.6%15.3%

3–3measures won
level

7.0%

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: RZV, DFAS

Today

7.0%most shared, RZV and DFAS

RZVDFAS

RZV—7.0%

DFAS7.0%—

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

Income After Fees on $10,000

$103most kept, RZV

RZV$138 − $35 = $103

DFAS$100 − $30 = $70

KeptFee

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