XSVM vs DFAS

AXSVM

BDFAS

Measures won2–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · XSVM $14,028

Lowest cost0.03%VUG · $3 on $10k

Most income1.89%XSVM · $189 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

+16.2%3 years · per year$15,695 · $16,215+17.5%

+7.0%5 years · per year$14,028 · $13,932+6.9%

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

1.89%12-mo yield$189 · $104 on $10k1.04%

−10.1%Worst dropSmaller wins−9.4%

16.5%VolatilityLower wins15.8%

2–4DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXSVM · DFAS

0.9%JXN0.2%

1.8%LNC0.2%

0.8%SNEX0.1%

0.6%ABCB0.1%

Held in common6.4%

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	AXSVM	Invesco S&P SmallCap Value with Momentum ETFRead Desk	0.36%	1.89%	−2.7%	+19.3%	+25.7%	+16.2%	+7.0%	−10.1%	$591M
3	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

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	AXSVM	Invesco S&P SmallCap Value with Momentum ETFRead Desk	0.36%	1.89%	−2.7%	+19.3%	+25.7%	+16.2%	+7.0%	−10.1%	$591M
3	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

XSVM vs DFAS

XSVM

Invesco S&P SmallCap Value with Momentum

$14,028

DFAS

Dimensional - US Small Cap

$13,932

MeasureXSVMDFAS

Fee0.36%0.30%

Cost on $10k a year$36$30

Yield1.89%1.04%

5 years, per year+7.0%+6.9%

3 years, per year+16.2%+17.5%

Worst drop · 1Y−10.1%−9.4%

Volatility · 1Y16.5%15.8%

4–2measures won
DFAS first

6.4%

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: XSVM, DFAS, VUG

Today

6.4%most shared, XSVM and DFAS

XSVMDFASVUG

XSVM—6.4%0.0%

DFAS6.4%—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

$153most kept, XSVM

XSVM$189 − $36 = $153

DFAS$104 − $30 = $74

VUG$43 − $3 = $40

KeptFee

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