SLYV vs DFAS

ASLYV

BDFAS

Measures won3–2SLYV wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · DFAS $14,758

Lowest cost0.15%SLYV · $15 on $10k

Most income1.90%SLYV · $190 on $10k

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

Held in common24.7%SLYV and DFAS

SLYV

DFAS

State Street SPDR S&P 600 Small Cap Value ETF · $5.0BDimensional - US Small Cap ETF · $34.7B

+19.8%3 years · per year$17,172 · $16,976+19.3%

+7.6%5 years · per year$14,413 · $14,758+8.1%

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

1.90%12-mo yield$190 · $100 on $10k1.00%

−9.4%Worst dropSmaller wins−9.4%

15.8%VolatilityLower wins15.3%

3–2SLYV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSLYV · DFAS

0.9%JXN0.2%

0.3%LTH0.2%

0.8%MHK0.2%

1.1%PAYC0.2%

Held in common24.7%

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
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
3	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk	0.15%	1.90%	+1.7%	+20.4%	+24.6%	+19.8%	+7.6%	−9.4%	$5.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
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
3	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk	0.15%	1.90%	+1.7%	+20.4%	+24.6%	+19.8%	+7.6%	−9.4%	$5.0B

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

SLYV vs DFAS

SLYV

SPDR S&P 600 Small Cap Value

$14,413

DFAS

Dimensional - US Small Cap

$14,758

MeasureSLYVDFAS

Fee0.15%0.30%

Cost on $10k a year$15$30

Yield1.90%1.00%

5 years, per year+7.6%+8.1%

3 years, per year+19.8%+19.3%

Worst drop · 1Y−9.4%−9.4%

Volatility · 1Y15.8%15.3%

3–2measures won
SLYV first

24.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

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

Overlap: SLYV, DFAS, IWF

Today

24.7%most shared, SLYV and DFAS

SLYVDFASIWF

SLYV—24.7%0.0%

DFAS24.7%—1.4%

IWF0.0%1.4%—

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

Income After Fees on $10,000

$175most kept, SLYV

SLYV$190 − $15 = $175

DFAS$100 − $30 = $70

IWF$37 − $18 = $19

KeptFee

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