SVAL vs DFAC

ASVAL

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · SVAL $14,772

Lowest cost0.03%VO · $3 on $10k

Most income2.20%SVAL · $220 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common1.8%SVAL and DFAC

SVAL

DFAC

iShares US Small Cap Value Factor ETF · $161MDimensional - US Core Equity 2 ETF · $87.7B

+19.7%3 years · per year$17,153 · $17,787+21.2%

+8.1%5 years · per year$14,772 · $16,820+11.0%

0.20%Expense ratio$20 · $21 on $10k · lower wins0.21%

2.20%12-mo yield$220 · $88 on $10k0.88%

−9.0%Worst dropSmaller wins−8.5%

15.5%VolatilityLower wins13.1%

2–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSVAL · DFAC

0.7%ANF0.0%

0.5%MATX0.0%

0.4%CNX0.0%

0.4%ASB0.0%

Held in common1.8%

End-of-day Nov 9, 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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.20%	+2.4%	+25.3%	+32.5%	+19.7%	+8.1%	−9.0%	$161M
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
2	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.20%	+2.4%	+25.3%	+32.5%	+19.7%	+8.1%	−9.0%	$161M
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SVAL vs DFAC

SVAL

iShares US Small Cap Value Factor

$14,772

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureSVALDFAC

Fee0.20%0.21%

Cost on $10k a year$20$21

Yield2.20%0.88%

5 years, per year+8.1%+11.0%

3 years, per year+19.7%+21.2%

Worst drop · 1Y−9.0%−8.5%

Volatility · 1Y15.5%13.1%

4–2measures won
DFAC first

1.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SVAL, DFAC, VO

Today

19.6%most shared, DFAC and VO

SVALDFACVO

SVAL—1.8%0.0%

DFAC1.8%—19.6%

VO0.0%19.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$200most kept, SVAL

SVAL$220 − $20 = $200

VO$135 − $3 = $132

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee