XSMO vs DFAS

AXSMO

BDFAS

Measures won2–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$14,272XSMO · DFAS $13,932

Lowest cost0.30%DFAS · $30 on $10k

Most income1.04%DFAS · $104 on $10k

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

Held in common6.6%XSMO and DFAS

XSMO

DFAS

Invesco S&P SmallCap Momentum ETF · $2.8BDimensional - US Small Cap ETF · $35.2B

+19.3%3 years · per year$16,999 · $16,215+17.5%

+7.4%5 years · per year$14,272 · $13,932+6.9%

0.35%Expense ratio$35 · $30 on $10k · lower wins0.30%

0.67%12-mo yield$67 · $104 on $10k1.04%

−18.3%Worst dropSmaller wins−9.4%

20.3%VolatilityLower wins15.8%

2–4DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsXSMO · DFAS

3.8%VSXY0.2%

1.4%ESE0.2%

1.8%MATX0.2%

4.0%VSAT0.2%

Held in common6.6%

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	AXSMO	Invesco S&P SmallCap Momentum ETFRead Desk		0.35%	0.67%	−5.0%	+6.5%	+7.6%	+19.3%	+7.4%	−18.3%	$2.8B
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	AXSMO	Invesco S&P SmallCap Momentum ETFRead Desk		0.35%	0.67%	−5.0%	+6.5%	+7.6%	+19.3%	+7.4%	−18.3%	$2.8B
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

XSMO vs DFAS

XSMO

Invesco S&P SmallCap Momentum

$14,272

DFAS

Dimensional - US Small Cap

$13,932

MeasureXSMODFAS

Fee0.35%0.30%

Cost on $10k a year$35$30

Yield0.67%1.04%

5 years, per year+7.4%+6.9%

3 years, per year+19.3%+17.5%

Worst drop · 1Y−18.3%−9.4%

Volatility · 1Y20.3%15.8%

4–2measures won
DFAS first

6.6%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: XSMO, DFAS

Today

6.6%most shared, XSMO and DFAS

XSMODFAS

XSMO—6.6%

DFAS6.6%—

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

Income After Fees on $10,000

$74most kept, DFAS

DFAS$104 − $30 = $74

XSMO$67 − $35 = $32

KeptFee

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