VIOV vs DFAS

AVIOV

BDFAS

Measures won4–2VIOV wins · of 6 · 5Y

$10,000 · 5Y$14,758DFAS · VIOV $14,505

Lowest cost0.10%VIOV · $10 on $10k

Most income1.61%VIOV · $161 on $10k

Smallest drop−9.3%VIOV · worst fall in 1Y

Held in common24.3%VIOV and DFAS

VIOV

DFAS

Vanguard S&P Small-Cap 600 Value ETF · $1.7BDimensional - US Small Cap ETF · $34.7B

+20.0%3 years · per year$17,291 · $16,976+19.3%

+7.7%5 years · per year$14,505 · $14,758+8.1%

0.10%Expense ratio$10 · $30 on $10k · lower wins0.30%

1.61%12-mo yield$161 · $100 on $10k1.00%

−9.3%Worst dropSmaller wins−9.4%

15.9%VolatilityLower wins15.3%

4–2VIOV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVIOV · DFAS

0.9%JXN0.2%

0.2%LTH0.2%

0.7%MHK0.2%

0.9%PAYC0.2%

Held in common24.3%

End-of-day Nov 4, 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%	$34.7B
2	AVIOV	Vanguard S&P Small-Cap 600 Value ETFRead Desk		0.10%	1.61%	+1.9%	+20.6%	+24.9%	+20.0%	+7.7%	−9.3%	$1.7B

End-of-day Nov 4, 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%	$34.7B
2	AVIOV	Vanguard S&P Small-Cap 600 Value ETFRead Desk		0.10%	1.61%	+1.9%	+20.6%	+24.9%	+20.0%	+7.7%	−9.3%	$1.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VIOV vs DFAS

VIOV

Vanguard S&P Small-Cap 600 Value

$14,505

DFAS

Dimensional - US Small Cap

$14,758

MeasureVIOVDFAS

Fee0.10%0.30%

Cost on $10k a year$10$30

Yield1.61%1.00%

5 years, per year+7.7%+8.1%

3 years, per year+20.0%+19.3%

Worst drop · 1Y−9.3%−9.4%

Volatility · 1Y15.9%15.3%

4–2measures won
VIOV first

24.3%

holdings shared

Nov 4, 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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VIOV, DFAS

Today

24.3%most shared, VIOV and DFAS

VIOVDFAS

VIOV—24.3%

DFAS24.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$151most kept, VIOV

VIOV$161 − $10 = $151

DFAS$100 − $30 = $70

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee