XSVM vs DFAS

AXSVM

BDFAS

Measures won1–5DFAS wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · DFAS $14,758

Lowest cost0.18%IWF · $18 on $10k

Most income1.84%XSVM · $184 on $10k

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

Held in common6.4%XSVM and DFAS

XSVM

DFAS

Invesco S&P SmallCap Value with Momentum ETF · $591MDimensional - US Small Cap ETF · $35.2B

+17.3%3 years · per year$16,143 · $16,976+19.3%

+8.0%5 years · per year$14,682 · $14,758+8.1%

0.36%Expense ratio$36 · $30 on $10k · lower wins0.30%

1.84%12-mo yield$184 · $100 on $10k1.00%

−10.1%Worst dropSmaller wins−9.4%

16.3%VolatilityLower wins15.3%

1–5DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXSVM · DFAS

1.0%JXN0.2%

1.8%LNC0.2%

0.8%SNEX0.1%

0.6%ABCB0.1%

Held in common6.4%

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
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
3	AXSVM	Invesco S&P SmallCap Value with Momentum ETFRead Desk	0.36%	1.84%	+1.8%	+22.5%	+28.6%	+17.3%	+8.0%	−10.1%	$591M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
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
3	AXSVM	Invesco S&P SmallCap Value with Momentum ETFRead Desk	0.36%	1.84%	+1.8%	+22.5%	+28.6%	+17.3%	+8.0%	−10.1%	$591M

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

XSVM vs DFAS

XSVM

Invesco S&P SmallCap Value with Momentum

$14,682

DFAS

Dimensional - US Small Cap

$14,758

MeasureXSVMDFAS

Fee0.36%0.30%

Cost on $10k a year$36$30

Yield1.84%1.00%

5 years, per year+8.0%+8.1%

3 years, per year+17.3%+19.3%

Worst drop · 1Y−10.1%−9.4%

Volatility · 1Y16.3%15.3%

5–1measures won
DFAS first

6.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

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

Overlap: XSVM, DFAS, IWF

Today

6.4%most shared, XSVM and DFAS

XSVMDFASIWF

XSVM—6.4%0.0%

DFAS6.4%—1.4%

IWF0.0%1.4%—

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

Income After Fees on $10,000

$148most kept, XSVM

XSVM$184 − $36 = $148

DFAS$100 − $30 = $70

IWF$37 − $18 = $19

KeptFee

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