TSEE vs DFAS

ATSEE

BDFAS

Measures won0–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$14,033DFAS · VO $13,867

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

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

Held in common13.3%TSEE and DFAS

TSEE

DFAS

T. Rowe Price Small Cap ETF · $10MDimensional - US Small Cap ETF · $33.7B

[…]3 years · per year[…] · $16,239+17.5%

[…]5 years · per year[…] · $14,033+7.0%

0.59%Expense ratio$59 · $30 on $10k · lower wins0.30%

0.00%12-mo yield$0 · $100 on $10k1.00%

[…]Worst dropSmaller wins−9.4%

[…]VolatilityLower wins15.9%

0–2DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTSEE · DFAS

0.4%BJ0.2%

0.6%SSB0.2%

1.0%RGEN0.2%

0.5%RRC0.2%

Held in common13.3%

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	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$33.7B
2	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
3	ATSEE	T. Rowe Price Small Cap ETFRead Desk	0.59%	0.00%	+3.5%	new	new	new	new	[…]	$10M

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	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$33.7B
2	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
3	ATSEE	T. Rowe Price Small Cap ETFRead Desk	0.59%	0.00%	+3.5%	new	new	new	new	[…]	$10M

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

TSEE vs DFAS

TSEE

T. Rowe Price Small Cap

[…]

DFAS

Dimensional - US Small Cap

$14,033

MeasureTSEEDFAS

Fee0.59%0.30%

Cost on $10k a year$59$30

Yield0.00%1.00%

5 years, per year[…]+7.0%

3 years, per year[…]+17.5%

Worst drop · 1Y[…]−9.4%

Volatility · 1Y[…]15.9%

2–0measures won
DFAS first

13.3%

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%

$120BAssets$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: TSEE, DFAS, VO

Today

13.3%most shared, TSEE and DFAS

TSEEDFASVO

TSEE—13.3%0.8%

DFAS13.3%—0.1%

VO0.8%0.1%—

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DFAS$100 − $30 = $70

TSEE$0 − $59 = −$59

KeptFee

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