SEIS vs DFAS

ASEIS

BDFAS

Measures won0–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$14,758DFAS

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 common22.7%SEIS and DFAS

SEIS

DFAS

SEI Exchange Traded Funds - SEI Select Small Cap ETF · $623MDimensional - US Small Cap ETF · $34.7B

[…]3 years · per year[…] · $16,976+19.3%

[…]5 years · per year[…] · $14,758+8.1%

0.55%Expense ratio$55 · $30 on $10k · lower wins0.30%

0.31%12-mo yield$31 · $100 on $10k1.00%

−11.2%Worst dropSmaller wins−9.4%

18.3%VolatilityLower wins15.3%

0–4DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsSEIS · DFAS

0.7%UMBF0.2%

0.6%RGEN0.2%

0.3%IDCC0.2%

1.1%URBN0.2%

Held in common22.7%

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	ASEIS	SEI Exchange Traded Funds - SEI Select Small Cap ETFRead Desk		0.55%	0.31%	+1.4%	+15.6%	+18.4%	new	new	−11.2%	$623M

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	ASEIS	SEI Exchange Traded Funds - SEI Select Small Cap ETFRead Desk		0.55%	0.31%	+1.4%	+15.6%	+18.4%	new	new	−11.2%	$623M

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

SEIS vs DFAS

SEIS

SEI Exchange Traded Funds - SEI Select Small Cap

[…]

DFAS

Dimensional - US Small Cap

$14,758

MeasureSEISDFAS

Fee0.55%0.30%

Cost on $10k a year$55$30

Yield0.31%1.00%

5 years, per year[…]+8.1%

3 years, per year[…]+19.3%

Worst drop · 1Y−11.2%−9.4%

Volatility · 1Y18.3%15.3%

4–0measures won
DFAS first

22.7%

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: SEIS, DFAS

Today

22.7%most shared, SEIS and DFAS

SEISDFAS

SEIS—22.7%

DFAS22.7%—

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

SEIS$31 − $55 = −$24

KeptFee

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