STXK vs DFAS

ASTXK

BDFAS

Measures won2–3DFAS 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 common41.9%STXK and DFAS

STXK

DFAS

Strive Small-Cap ETF · $77MDimensional - US Small Cap ETF · $33.7B

+17.0%3 years · per year$16,004 · $16,130+17.3%

[…]5 years · per year[…] · $13,927+6.8%

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

1.20%12-mo yield$120 · $103 on $10k1.03%

−10.3%Worst dropSmaller wins−9.4%

16.0%VolatilityLower wins15.7%

2–3DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSTXK · DFAS

0.2%URBN0.2%

0.3%IDCC0.2%

0.3%MHK0.2%

0.3%GATX0.2%

Held in common41.9%

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	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%	$33.7B
3	ASTXK	Strive Small-Cap ETFRead Desk	0.18%	1.20%	+0.5%	+10.4%	+11.8%	+17.0%	new	−10.3%	$77M

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%	$33.7B
3	ASTXK	Strive Small-Cap ETFRead Desk	0.18%	1.20%	+0.5%	+10.4%	+11.8%	+17.0%	new	−10.3%	$77M

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

STXK vs DFAS

STXK

Strive Small-Cap

[…]

DFAS

Dimensional - US Small Cap

$13,927

MeasureSTXKDFAS

Fee0.18%0.30%

Cost on $10k a year$18$30

Yield1.20%1.03%

5 years, per year[…]+6.8%

3 years, per year+17.0%+17.3%

Worst drop · 1Y−10.3%−9.4%

Volatility · 1Y16.0%15.7%

3–2measures won
DFAS first

41.9%

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: STXK, DFAS, VTV

Today

41.9%most shared, STXK and DFAS

STXKDFASVTV

STXK—41.9%0.0%

DFAS41.9%—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

STXK$120 − $18 = $102

DFAS$103 − $30 = $73

KeptFee

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