SLYV vs DFAS

ASLYV

BDFAS

Measures won3–2SLYV wins · of 6 · 5Y

$10,000 · 5Y$13,927DFAS · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.97%SLYV · $197 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common24.9%SLYV and DFAS

SLYV

DFAS

State Street SPDR S&P 600 Small Cap Value ETF · $5.1BDimensional - US Small Cap ETF · $33.7B

+17.6%3 years · per year$16,274 · $16,130+17.3%

+6.5%5 years · per year$13,707 · $13,927+6.8%

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

1.97%12-mo yield$197 · $103 on $10k1.03%

−9.4%Worst dropSmaller wins−9.4%

16.1%VolatilityLower wins15.7%

3–2SLYV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSLYV · DFAS

0.3%LTH0.2%

0.9%JXN0.2%

0.8%MHK0.2%

0.9%VSXY0.2%

Held in common24.9%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk	0.15%	1.97%	−0.4%	+15.8%	+19.1%	+17.6%	+6.5%	−9.4%	$5.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk	0.15%	1.97%	−0.4%	+15.8%	+19.1%	+17.6%	+6.5%	−9.4%	$5.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SLYV vs DFAS

SLYV

SPDR S&P 600 Small Cap Value

$13,707

DFAS

Dimensional - US Small Cap

$13,927

MeasureSLYVDFAS

Fee0.15%0.30%

Cost on $10k a year$15$30

Yield1.97%1.03%

5 years, per year+6.5%+6.8%

3 years, per year+17.6%+17.3%

Worst drop · 1Y−9.4%−9.4%

Volatility · 1Y16.1%15.7%

3–2measures won
SLYV first

24.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SLYV, DFAS, IJH

Today

40.7%most shared, DFAS and IJH

SLYVDFASIJH

SLYV—24.9%0.0%

DFAS24.9%—40.7%

IJH0.0%40.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$182most kept, SLYV

SLYV$197 − $15 = $182

IJH$125 − $5 = $120

DFAS$103 − $30 = $73

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee