VTWV vs DFAS

AVTWV

BDFAS

Measures won5–1VTWV wins · of 6 · 5Y

$10,000 · 5Y$14,845VTWV · DFAS $14,758

Lowest cost0.06%VTWV · $6 on $10k

Most income1.66%VTWV · $166 on $10k

Smallest drop−8.6%VTWV · worst fall in 1Y

Held in common31.1%VTWV and DFAS

VTWV

DFAS

Vanguard Russell 2000 Value ETF · $1.3BDimensional - US Small Cap ETF · $35.2B

+22.5%3 years · per year$18,368 · $16,976+19.3%

+8.2%5 years · per year$14,845 · $14,758+8.1%

0.06%Expense ratio$6 · $30 on $10k · lower wins0.30%

1.66%12-mo yield$166 · $100 on $10k1.00%

−8.6%Worst dropSmaller wins−9.4%

15.9%VolatilityLower wins15.3%

5–1VTWV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTWV · DFAS

0.6%UMBF0.2%

0.6%JXN0.2%

0.4%LTH0.2%

0.5%PBF0.2%

Held in common31.1%

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	AVTWV	Vanguard Russell 2000 Value ETFRead Desk		0.06%	1.66%	+1.8%	+22.1%	+25.9%	+22.5%	+8.2%	−8.6%	$1.3B
2	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

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	AVTWV	Vanguard Russell 2000 Value ETFRead Desk		0.06%	1.66%	+1.8%	+22.1%	+25.9%	+22.5%	+8.2%	−8.6%	$1.3B
2	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

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

VTWV vs DFAS

VTWV

Vanguard Russell 2000 Value

$14,845

DFAS

Dimensional - US Small Cap

$14,758

MeasureVTWVDFAS

Fee0.06%0.30%

Cost on $10k a year$6$30

Yield1.66%1.00%

5 years, per year+8.2%+8.1%

3 years, per year+22.5%+19.3%

Worst drop · 1Y−8.6%−9.4%

Volatility · 1Y15.9%15.3%

5–1measures won
VTWV first

31.1%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VTWV, DFAS

Today

31.1%most shared, VTWV and DFAS

VTWVDFAS

VTWV—31.1%

DFAS31.1%—

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

Income After Fees on $10,000

$160most kept, VTWV

VTWV$166 − $6 = $160

DFAS$100 − $30 = $70

KeptFee

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