SMMV vs DFAS

ASMMV

BDFAS

Measures won4–2SMMV wins · of 6 · 5Y

$10,000 · 5Y$14,320DFAS · SMMV $13,382

Lowest cost0.20%SMMV · $20 on $10k

Most income1.57%SMMV · $157 on $10k

Smallest drop−7.0%SMMV · worst fall in 1Y

Held in common26.7%SMMV and DFAS

SMMV

DFAS

iShares MSCI USA Small-Cap Min Vol Factor ETF · $280MDimensional - US Small Cap ETF · $34.7B

+15.6%3 years · per year$15,435 · $16,881+19.1%

+6.0%5 years · per year$13,382 · $14,320+7.4%

0.20%Expense ratio$20 · $30 on $10k · lower wins0.30%

1.57%12-mo yield$157 · $101 on $10k1.01%

−7.0%Worst dropSmaller wins−9.4%

9.4%VolatilityLower wins15.3%

4–2SMMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMMV · DFAS

0.4%HALO0.3%

0.5%RRC0.3%

0.3%CCK0.2%

1.1%BJ0.2%

Held in common26.7%

End-of-day Nov 3, 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%	1.01%	−0.3%	+15.7%	+19.0%	+19.1%	+7.4%	−9.4%	$34.7B
2	ASMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk		0.20%	1.57%	−0.4%	+9.8%	+13.8%	+15.6%	+6.0%	−7.0%	$280M

End-of-day Nov 3, 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%	1.01%	−0.3%	+15.7%	+19.0%	+19.1%	+7.4%	−9.4%	$34.7B
2	ASMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk		0.20%	1.57%	−0.4%	+9.8%	+13.8%	+15.6%	+6.0%	−7.0%	$280M

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

Cards for this view

SMMV vs DFAS

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,382

DFAS

Dimensional - US Small Cap

$14,320

MeasureSMMVDFAS

Fee0.20%0.30%

Cost on $10k a year$20$30

Yield1.57%1.01%

5 years, per year+6.0%+7.4%

3 years, per year+15.6%+19.1%

Worst drop · 1Y−7.0%−9.4%

Volatility · 1Y9.4%15.3%

4–2measures won
SMMV first

26.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SMMV, DFAS

Today

26.7%most shared, SMMV and DFAS

SMMVDFAS

SMMV—26.7%

DFAS26.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$137most kept, SMMV

SMMV$157 − $20 = $137

DFAS$101 − $30 = $71

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee