STXK vs DFAS

ASTXK

BDFAS

Measures won2–3DFAS wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · DFAS $13,932

Lowest cost0.03%VUG · $3 on $10k

Most income1.21%STXK · $121 on $10k

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

Held in common41.9%STXK and DFAS

STXK

DFAS

Strive Small-Cap ETF · $79MDimensional - US Small Cap ETF · $35.2B

+17.0%3 years · per year$16,013 · $16,215+17.5%

[…]5 years · per year[…] · $13,932+6.9%

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

1.21%12-mo yield$121 · $104 on $10k1.04%

−10.3%Worst dropSmaller wins−9.4%

16.1%VolatilityLower wins15.8%

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 5, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
3	ASTXK	Strive Small-Cap ETFRead Desk	0.18%	1.21%	−3.2%	+9.9%	+12.8%	+17.0%	new	−10.3%	$79M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
3	ASTXK	Strive Small-Cap ETFRead Desk	0.18%	1.21%	−3.2%	+9.9%	+12.8%	+17.0%	new	−10.3%	$79M

End-of-day Nov 5, 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

$13,932

MeasureSTXKDFAS

Fee0.18%0.30%

Cost on $10k a year$18$30

Yield1.21%1.04%

5 years, per year[…]+6.9%

3 years, per year+17.0%+17.5%

Worst drop · 1Y−10.3%−9.4%

Volatility · 1Y16.1%15.8%

3–2measures won
DFAS first

41.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: STXK, DFAS, VUG

Today

41.9%most shared, STXK and DFAS

STXKDFASVUG

STXK—41.9%0.0%

DFAS41.9%—0.0%

VUG0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$103most kept, STXK

STXK$121 − $18 = $103

DFAS$104 − $30 = $74

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee