SVAL vs DFAC5YSVALSVALAvsBDFACDFACiShares US Small Cap Value Factor ETF · $161MDimensional - US Core Equity 2 ETF · $87.7BReturns · dividends in+18.6%3 years · per year$16,673 · $17,492+20.5%+8.1%5 years · per year$14,792 · $16,689+10.8%Cost and income0.20%Expense ratio$20 · $21 on $10k · lower wins0.21%2.20%
Overlap: VO, SVAL, DFACToday19.7%most shared, VO and DFACVOSVALDFACVO—0.0%19.7%SVAL0.0%—1.8%DFAC19.7%1.8%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
SVAL vs DFAC5YASVALiShares US Small Cap Value Factor$14,792vsDFACBDimensional - US Core Equity 2$16,689$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BDFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%0.0%+13.7%+16.9%+20.5%+10.8%−8.5%$87.7B2ASVALiShares US Small Cap Value Factor ETFReadDesk0.20%2.20%−0.3%+24.9%+31.4%+18.6%+8.1%−9.0%$161M3VOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%+0.3%+13.6%+14.4%+18.0%+6.7%−8.2%$103.4BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BDFACDimensional - US Core Equity 2 ETFReadDesk0.21%0.88%0.0%+13.7%+16.9%+20.5%+10.8%−8.5%$87.7B2ASVALiShares US Small Cap Value Factor ETFReadDesk0.20%2.20%−0.3%+24.9%+31.4%+18.6%+8.1%−9.0%$161M3VOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%+0.3%+13.6%+14.4%+18.0%+6.7%−8.2%$103.4BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: VO, SVAL, DFACToday19.7%most shared, VO and DFACVOSVALDFACVO—0.0%19.7%SVAL0.0%—1.8%DFAC19.7%1.8%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$200most kept, SVALSVAL$220 − $20 = $200VO$135 − $3 = $132DFAC$88 − $21 = $67KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee