SMMV vs DFAS

ASMMV

BDFAS

Measures won4–2SMMV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DFAS $13,927

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common26.6%SMMV and DFAS

SMMV

DFAS

iShares MSCI USA Small-Cap Min Vol Factor ETF · $279MDimensional - US Small Cap ETF · $33.8B

+14.5%3 years · per year$15,003 · $16,130+17.3%

+5.9%5 years · per year$13,312 · $13,927+6.8%

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

1.58%12-mo yield$158 · $103 on $10k1.03%

−7.0%Worst dropSmaller wins−9.4%

9.8%VolatilityLower wins15.7%

4–2SMMV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMMV · DFAS

0.6%SJM0.3%

0.3%CCK0.3%

1.1%BJ0.3%

0.4%HALO0.2%

Held in common26.6%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
3	ASMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.58%	−0.7%	+8.8%	+11.9%	+14.5%	+5.9%	−7.0%	$279M

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B
3	ASMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.58%	−0.7%	+8.8%	+11.9%	+14.5%	+5.9%	−7.0%	$279M

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

SMMV vs DFAS

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,312

DFAS

Dimensional - US Small Cap

$13,927

MeasureSMMVDFAS

Fee0.20%0.30%

Cost on $10k a year$20$30

Yield1.58%1.03%

5 years, per year+5.9%+6.8%

3 years, per year+14.5%+17.3%

Worst drop · 1Y−7.0%−9.4%

Volatility · 1Y9.8%15.7%

4–2measures won
SMMV first

26.6%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

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

Overlap: SMMV, DFAS, VTV

Today

26.6%most shared, SMMV and DFAS

SMMVDFASVTV

SMMV—26.6%0.0%

DFAS26.6%—0.1%

VTV0.0%0.1%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

SMMV$158 − $20 = $138

DFAS$103 − $30 = $73

KeptFee

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