XSLV vs DFAS

AXSLV

BDFAS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,320DFAS · XSLV $11,800

Lowest cost0.25%XSLV · $25 on $10k

Most income2.38%XSLV · $238 on $10k

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

Held in common6.3%XSLV and DFAS

XSLV

DFAS

Invesco S&P SmallCap Low Volatility ETF · $241MDimensional - US Small Cap ETF · $34.7B

+13.5%3 years · per year$14,607 · $16,881+19.1%

+3.4%5 years · per year$11,800 · $14,320+7.4%

0.25%Expense ratio$25 · $30 on $10k · lower wins0.30%

2.38%12-mo yield$238 · $101 on $10k1.01%

−9.5%Worst dropSmaller wins−9.4%

12.9%VolatilityLower wins15.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsXSLV · DFAS

0.7%AWI0.2%

1.0%ADT0.2%

0.9%CON0.1%

0.8%ABCB0.1%

Held in common6.3%

End-of-day Nov 3, 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%	1.01%	−0.3%	+15.7%	+19.0%	+19.1%	+7.4%	−9.4%	$34.7B
2	AXSLV	Invesco S&P SmallCap Low Volatility ETFRead Desk		0.25%	2.38%	−1.1%	+12.8%	+17.2%	+13.5%	+3.4%	−9.5%	$241M

End-of-day Nov 3, 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%	1.01%	−0.3%	+15.7%	+19.0%	+19.1%	+7.4%	−9.4%	$34.7B
2	AXSLV	Invesco S&P SmallCap Low Volatility ETFRead Desk		0.25%	2.38%	−1.1%	+12.8%	+17.2%	+13.5%	+3.4%	−9.5%	$241M

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

Cards for this view

XSLV vs DFAS

XSLV

Invesco S&P SmallCap Low Volatility

$11,800

DFAS

Dimensional - US Small Cap

$14,320

MeasureXSLVDFAS

Fee0.25%0.30%

Cost on $10k a year$25$30

Yield2.38%1.01%

5 years, per year+3.4%+7.4%

3 years, per year+13.5%+19.1%

Worst drop · 1Y−9.5%−9.4%

Volatility · 1Y12.9%15.3%

3–3measures won
level

6.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: XSLV, DFAS

Today

6.3%most shared, XSLV and DFAS

XSLVDFAS

XSLV—6.3%

DFAS6.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$213most kept, XSLV

XSLV$238 − $25 = $213

DFAS$101 − $30 = $71

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee