VIOO vs DFAS

AVIOO

BDFAS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$13,932DFAS · VIOO $13,172

Lowest cost0.07%VIOO · $7 on $10k

Most income1.13%VIOO · $113 on $10k

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

Held in common34.1%VIOO and DFAS

VIOO

DFAS

Vanguard S&P Small-Cap 600 ETF · $4.0BDimensional - US Small Cap ETF · $35.2B

+19.4%3 years · per year$17,005 · $16,976+19.3%

+6.9%5 years · per year$13,930 · $14,758+8.1%

0.07%Expense ratio$7 · $30 on $10k · lower wins0.30%

1.13%12-mo yield$113 · $100 on $10k1.00%

−9.8%Worst dropSmaller wins−9.4%

15.9%VolatilityLower wins15.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVIOO · DFAS

0.3%URBN0.2%

0.4%LTH0.2%

0.5%JXN0.2%

0.4%MHK0.2%

Held in common34.1%

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	AVIOO	Vanguard S&P Small-Cap 600 ETFRead Desk		0.07%	1.13%	+1.4%	+19.9%	+22.8%	+19.4%	+6.9%	−9.8%	$4.0B

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	AVIOO	Vanguard S&P Small-Cap 600 ETFRead Desk		0.07%	1.13%	+1.4%	+19.9%	+22.8%	+19.4%	+6.9%	−9.8%	$4.0B

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

VIOO vs DFAS

VIOO

Vanguard S&P Small-Cap 600

$13,931

DFAS

Dimensional - US Small Cap

$14,758

MeasureVIOODFAS

Fee0.07%0.30%

Cost on $10k a year$7$30

Yield1.13%1.00%

5 years, per year+6.9%+8.1%

3 years, per year+19.4%+19.3%

Worst drop · 1Y−9.8%−9.4%

Volatility · 1Y15.9%15.3%

3–3measures won
level

34.1%

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: VIOO, DFAS

Today

34.1%most shared, VIOO and DFAS

VIOODFAS

VIOO—34.1%

DFAS34.1%—

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

Income After Fees on $10,000

$106most kept, VIOO

VIOO$113 − $7 = $106

DFAS$100 − $30 = $70

KeptFee

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