SLYG vs DFAS

ASLYG

BDFAS

Measures won1–5DFAS wins · of 6 · 5Y

$10,000 · 5Y$14,758DFAS · SLYG $13,313

Lowest cost0.15%SLYG · $15 on $10k

Most income1.00%DFAS · $100 on $10k

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

Held in common22.1%SLYG and DFAS

SLYG

DFAS

State Street SPDR S&P 600 Small Cap Growth ETF · $4.7BDimensional - US Small Cap ETF · $34.7B

+18.5%3 years · per year$16,654 · $16,976+19.3%

+5.9%5 years · per year$13,313 · $14,758+8.1%

0.15%Expense ratio$15 · $30 on $10k · lower wins0.30%

0.70%12-mo yield$70 · $100 on $10k1.00%

−11.0%Worst dropSmaller wins−9.4%

16.7%VolatilityLower wins15.3%

1–5DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsSLYG · DFAS

0.6%URBN0.2%

0.7%LTH0.2%

0.9%ETSY0.2%

1.3%VSAT0.2%

Held in common22.1%

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	ASLYG	State Street SPDR S&P 600 Small Cap Growth ETFRead Desk		0.15%	0.70%	+1.0%	+19.3%	+20.7%	+18.5%	+5.9%	−11.0%	$4.7B

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	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	ASLYG	State Street SPDR S&P 600 Small Cap Growth ETFRead Desk		0.15%	0.70%	+1.0%	+19.3%	+20.7%	+18.5%	+5.9%	−11.0%	$4.7B

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

SLYG vs DFAS

SLYG

SPDR S&P 600 Small Cap Growth

$13,313

DFAS

Dimensional - US Small Cap

$14,758

MeasureSLYGDFAS

Fee0.15%0.30%

Cost on $10k a year$15$30

Yield0.70%1.00%

5 years, per year+5.9%+8.1%

3 years, per year+18.5%+19.3%

Worst drop · 1Y−11.0%−9.4%

Volatility · 1Y16.7%15.3%

5–1measures won
DFAS first

22.1%

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: SLYG, DFAS

Today

22.1%most shared, SLYG and DFAS

SLYGDFAS

SLYG—22.1%

DFAS22.1%—

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

SLYG$70 − $15 = $55

KeptFee

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