XSLV vs DFAS

AXSLV

BDFAS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · DFAS $13,932

Lowest cost0.03%VUG · $3 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 · $239MDimensional - US Small Cap ETF · $35.2B

+13.0%3 years · per year$14,439 · $16,215+17.5%

+3.4%5 years · per year$11,811 · $13,932+6.9%

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

2.38%12-mo yield$238 · $104 on $10k1.04%

−9.5%Worst dropSmaller wins−9.4%

13.2%VolatilityLower wins15.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXSLV · DFAS

0.8%AWI0.2%

1.0%ADT0.2%

1.0%CON0.1%

0.8%ABCB0.1%

Held in common6.3%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
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
3	AXSLV	Invesco S&P SmallCap Low Volatility ETFRead Desk	0.25%	2.38%	−1.7%	+13.0%	+16.8%	+13.0%	+3.4%	−9.5%	$239M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
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
3	AXSLV	Invesco S&P SmallCap Low Volatility ETFRead Desk	0.25%	2.38%	−1.7%	+13.0%	+16.8%	+13.0%	+3.4%	−9.5%	$239M

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

XSLV vs DFAS

XSLV

Invesco S&P SmallCap Low Volatility

$11,811

DFAS

Dimensional - US Small Cap

$13,932

MeasureXSLVDFAS

Fee0.25%0.30%

Cost on $10k a year$25$30

Yield2.38%1.04%

5 years, per year+3.4%+6.9%

3 years, per year+13.0%+17.5%

Worst drop · 1Y−9.5%−9.4%

Volatility · 1Y13.2%15.8%

3–3measures won
level

6.3%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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: XSLV, DFAS, VUG

Today

6.3%most shared, XSLV and DFAS

XSLVDFASVUG

XSLV—6.3%0.0%

DFAS6.3%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$213most kept, XSLV

XSLV$238 − $25 = $213

DFAS$104 − $30 = $74

VUG$43 − $3 = $40

KeptFee

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