SCHA vs DFAS

ASCHA

BDFAS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,758DFAS · SCHA $14,025

Lowest cost0.03%SCHA · $3 on $10k

Most income1.10%SCHA · $110 on $10k

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

Held in common66.4%SCHA and DFAS

SCHA

DFAS

Schwab U.S. Small-Cap ETF · $22.1BDimensional - US Small Cap ETF · $34.7B

+22.2%3 years · per year$18,236 · $16,976+19.3%

+7.0%5 years · per year$14,025 · $14,758+8.1%

0.03%Expense ratio$3 · $30 on $10k · lower wins0.30%

1.10%12-mo yield$110 · $100 on $10k1.00%

−11.2%Worst dropSmaller wins−9.4%

18.6%VolatilityLower wins15.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCHA · DFAS

0.4%HALO0.3%

0.2%UMBF0.2%

0.2%SSB0.2%

0.2%AMG0.2%

Held in common66.4%

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	ASCHA	Schwab U.S. Small-Cap ETFRead Desk		0.03%	1.10%	+1.4%	+18.8%	+21.4%	+22.2%	+7.0%	−11.2%	$22.1B

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	ASCHA	Schwab U.S. Small-Cap ETFRead Desk		0.03%	1.10%	+1.4%	+18.8%	+21.4%	+22.2%	+7.0%	−11.2%	$22.1B

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

SCHA vs DFAS

SCHA

Schwab U.S. Small-Cap

$14,025

DFAS

Dimensional - US Small Cap

$14,758

MeasureSCHADFAS

Fee0.03%0.30%

Cost on $10k a year$3$30

Yield1.10%1.00%

5 years, per year+7.0%+8.1%

3 years, per year+22.2%+19.3%

Worst drop · 1Y−11.2%−9.4%

Volatility · 1Y18.6%15.3%

3–3measures won
level

66.4%

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: SCHA, DFAS

Today

66.4%most shared, SCHA and DFAS

SCHADFAS

SCHA—66.4%

DFAS66.4%—

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

Income After Fees on $10,000

$107most kept, SCHA

SCHA$110 − $3 = $107

DFAS$100 − $30 = $70

KeptFee

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