XSVM vs DFAS5YXSVMXSVMAvsBDFASDFASInvesco S&P SmallCap Value with Momentum ETF · $591MDimensional - US Small Cap ETF · $33.5BReturns · dividends in+14.9%3 years · per year$15,187 · $15,968+16.9%+5.9%5 years · per year$13,298 · $13,661+6.4%Cost and income0.36%Expense ratio$36 · $30 on $10k · lower wins0.30%1.89%
Overlap: XSVM, DFAS, IJHToday40.7%most shared, DFAS and IJHXSVMDFASIJHXSVM—6.4%0.0%DFAS6.4%—40.7%IJH0.0%40.7%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
XSVM vs DFAS5YAXSVMInvesco S&P SmallCap Value with Momentum$13,298vsDFASBDimensional - US Small Cap$13,661$8k$10k$12kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−1.2%+12.8%+14.5%+16.3%+6.7%−8.8%$124.0B2BDFASDimensional - US Small Cap ETFReadDesk0.30%1.01%−1.3%+15.2%+17.7%+16.9%+6.4%−9.4%$33.5B3AXSVMInvesco S&P SmallCap Value with Momentum ETFReadDesk0.36%1.89%−1.0%+19.2%+23.8%+14.9%+5.9%−10.1%$591MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−1.2%+12.8%+14.5%+16.3%+6.7%−8.8%$124.0B2BDFASDimensional - US Small Cap ETFReadDesk0.30%1.01%−1.3%+15.2%+17.7%+16.9%+6.4%−9.4%$33.5B3AXSVMInvesco S&P SmallCap Value with Momentum ETFReadDesk0.36%1.89%−1.0%+19.2%+23.8%+14.9%+5.9%−10.1%$591MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: XSVM, DFAS, IJHToday40.7%most shared, DFAS and IJHXSVMDFASIJHXSVM—6.4%0.0%DFAS6.4%—40.7%IJH0.0%40.7%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$153most kept, XSVMXSVM$189 − $36 = $153IJH$122 − $5 = $117DFAS$101 − $30 = $71KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee