STXK vs DFAS

ASTXK

BDFAS

Measures won2–3DFAS wins · of 6 · 5Y

$10,000 · 5Y$14,320DFAS · IJH $14,303

Lowest cost0.05%IJH · $5 on $10k

Most income1.22%IJH · $122 on $10k

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

Held in common41.9%STXK and DFAS

STXK

DFAS

Strive Small-Cap ETF · $79MDimensional - US Small Cap ETF · $34.7B

+18.4%3 years · per year$16,589 · $16,881+19.1%

[…]5 years · per year[…] · $14,320+7.4%

0.18%Expense ratio$18 · $30 on $10k · lower wins0.30%

1.18%12-mo yield$118 · $101 on $10k1.01%

−10.3%Worst dropSmaller wins−9.4%

15.8%VolatilityLower wins15.3%

2–3DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSTXK · DFAS

0.4%IDCC0.2%

0.2%URBN0.2%

0.3%MHK0.2%

0.3%GATX0.2%

Held in common41.9%

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

All Three

5Y3 funds

#
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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
3	ASTXK	Strive Small-Cap ETFRead Desk	0.18%	1.18%	−0.3%	+12.2%	+13.2%	+18.4%	new	−10.3%	$79M

End-of-day Nov 3, 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%	1.01%	−0.3%	+15.7%	+19.0%	+19.1%	+7.4%	−9.4%	$34.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
3	ASTXK	Strive Small-Cap ETFRead Desk	0.18%	1.18%	−0.3%	+12.2%	+13.2%	+18.4%	new	−10.3%	$79M

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

STXK vs DFAS

STXK

Strive Small-Cap

[…]

DFAS

Dimensional - US Small Cap

$14,320

MeasureSTXKDFAS

Fee0.18%0.30%

Cost on $10k a year$18$30

Yield1.18%1.01%

5 years, per year[…]+7.4%

3 years, per year+18.4%+19.1%

Worst drop · 1Y−10.3%−9.4%

Volatility · 1Y15.8%15.3%

3–2measures won
DFAS first

41.9%

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: STXK, DFAS, IJH

Today

41.9%most shared, STXK and DFAS

STXKDFASIJH

STXK—41.9%21.0%

DFAS41.9%—41.0%

IJH21.0%41.0%—

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

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

STXK$118 − $18 = $100

DFAS$101 − $30 = $71

KeptFee

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