XSVM vs DFAS

AXSVM

BDFAS

Measures won1–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DFAS $13,927

Lowest cost0.03%VTV · $3 on $10k

Most income1.91%XSVM · $191 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common6.5%XSVM and DFAS

XSVM

DFAS

Invesco S&P SmallCap Value with Momentum ETF · $603MDimensional - US Small Cap ETF · $33.7B

+15.3%3 years · per year$15,335 · $16,130+17.3%

+6.8%5 years · per year$13,877 · $13,927+6.8%

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

1.91%12-mo yield$191 · $103 on $10k1.03%

−10.1%Worst dropSmaller wins−9.4%

16.5%VolatilityLower wins15.7%

1–4DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXSVM · DFAS

0.9%JXN0.2%

1.7%LNC0.2%

0.8%SNEX0.1%

0.6%ABCB0.1%

Held in common6.5%

End-of-day Nov 6, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	AXSVM	Invesco S&P SmallCap Value with Momentum ETFRead Desk	0.36%	1.91%	−1.0%	+18.0%	+23.0%	+15.3%	+6.8%	−10.1%	$603M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	AXSVM	Invesco S&P SmallCap Value with Momentum ETFRead Desk	0.36%	1.91%	−1.0%	+18.0%	+23.0%	+15.3%	+6.8%	−10.1%	$603M

End-of-day Nov 6, 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

$13,877

DFAS

Dimensional - US Small Cap

$13,927

MeasureXSVMDFAS

Fee0.36%0.30%

Cost on $10k a year$36$30

Yield1.91%1.03%

5 years, per year+6.8%+6.8%

3 years, per year+15.3%+17.3%

Worst drop · 1Y−10.1%−9.4%

Volatility · 1Y16.5%15.7%

4–1measures won
DFAS first

6.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: XSVM, DFAS, VTV

Today

6.5%most shared, XSVM and DFAS

XSVMDFASVTV

XSVM—6.5%0.0%

DFAS6.5%—0.1%

VTV0.0%0.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

XSVM$191 − $36 = $155

DFAS$103 − $30 = $73

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee