VTV vs DFAS

AVTV

BDFAS

Measures won6–0VTV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · DFAS $13,932

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.1%VTV and DFAS

VTV

DFAS

Vanguard Morningstar Value ETF · $184BDimensional - US Small Cap ETF · $35.2B

+21.3%3 years · per year$17,832 · $16,215+17.5%

+12.0%5 years · per year$17,626 · $13,932+6.9%

0.03%Expense ratio$3 · $30 on $10k · lower wins0.30%

1.86%12-mo yield$186 · $104 on $10k1.04%

−6.4%Worst dropSmaller wins−9.4%

10.7%VolatilityLower wins15.8%

6–0VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTV · DFAS

0.2%CTVA0.1%

Held in common0.1%

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	AVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B

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	AVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B

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

VTV vs DFAS

VTV

Vanguard Morningstar Value

$17,626

DFAS

Dimensional - US Small Cap

$13,932

MeasureVTVDFAS

Fee0.03%0.30%

Cost on $10k a year$3$30

Yield1.86%1.04%

5 years, per year+12.0%+6.9%

3 years, per year+21.3%+17.5%

Worst drop · 1Y−6.4%−9.4%

Volatility · 1Y10.7%15.8%

6–0measures won
VTV first

0.1%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VTV, DFAS

Today

0.1%most shared, VTV and DFAS

VTVDFAS

VTV—0.1%

DFAS0.1%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

DFAS$104 − $30 = $74

KeptFee

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