TCV vs DFAS

ATCV

BDFAS

Measures won0–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$13,932DFAS

Lowest cost0.30%DFAS · $30 on $10k

Most income1.00%DFAS · $100 on $10k

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

Held in common3.2%TCV and DFAS

TCV

DFAS

Towle Small-Cap Value ETF · $210MDimensional - US Small Cap ETF · $35.2B

[…]3 years · per year[…] · $16,976+19.3%

[…]5 years · per year[…] · $14,758+8.1%

0.85%Expense ratio$85 · $30 on $10k · lower wins0.30%

0.23%12-mo yield$23 · $100 on $10k1.00%

−12.2%Worst dropSmaller wins−9.4%

18.8%VolatilityLower wins15.3%

0–4DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsTCV · DFAS

2.9%ARW0.2%

1.7%BWA0.2%

1.1%PB0.2%

2.6%OSCR0.2%

Held in common3.2%

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

Both

5Y2 funds

#			Trend
1	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
2	ATCV	Towle Small-Cap Value ETFRead Desk		0.85%	0.23%	+2.6%	+31.3%	+31.1%	new	new	−12.2%	$210M

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

Both

5Y2 funds

#			Trend
1	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
2	ATCV	Towle Small-Cap Value ETFRead Desk		0.85%	0.23%	+2.6%	+31.3%	+31.1%	new	new	−12.2%	$210M

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

TCV vs DFAS

TCV

Towle Small-Cap Value

[…]

DFAS

Dimensional - US Small Cap

$14,758

MeasureTCVDFAS

Fee0.85%0.30%

Cost on $10k a year$85$30

Yield0.23%1.00%

5 years, per year[…]+8.1%

3 years, per year[…]+19.3%

Worst drop · 1Y−12.2%−9.4%

Volatility · 1Y18.8%15.3%

4–0measures won
DFAS first

3.2%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

Overlap: TCV, DFAS

Today

3.2%most shared, TCV and DFAS

TCVDFAS

TCV—3.2%

DFAS3.2%—

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

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

TCV$23 − $85 = −$62

KeptFee

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