Compare · 4 funds side by side · dividends reinvested

MMSC, DFAS, VUG and VO

MMSCFirst Trust×DFASDimensional×VUGVanguard×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

MMSC, DFAS, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.8

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$33.7B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.5

First Trust Multi-Manager Small Cap Opportunities ETFUS Stock Styles · Small cap0.95%0.00%+11.1%+12.5%+22.1%+4.1%−15.3%24.9%$50M3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: MMSC 2021 · DFAS 1992 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Multi-Manager Small Cap Opportunities ETF · $50M$12,231

MMSC

DFAS

Dimensional - US Small Cap ETF · $33.7B$14,033

$10,000 five years ago, dividends reinvested · they hold 13.4% in common

MMSCMeasureDFAS

+11.1%Year to dateJan 1 → Nov 9+16.1%

+12.5%1 yearTotal return+20.9%

+22.1%3 years · per year$10,000 became $18,200 · $16,239+17.5%

+4.1%5 years · per year$10,000 became $12,231 · $14,033+7.0%

0.95%Expense ratio$95 · $30 a year on $10k · lower is better0.30%

0.00%Trailing 12-mo yield$0 · $100 a year on $10k1.00%

−15.3%Worst dropSmaller is better−9.4%

24.9%VolatilityLower is calmer15.9%

MMSCDFAS Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7DFAS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MMSC vs DFAS: Top 5 Holdings

Today

MMSC

8.1%in top 5

DFAS

in top 51.3%

MMSCStockDFAS

2.1%XMTRnot top 5

1.7%FROGnot top 5

1.5%ZETAnot top 5

1.4%VRNSnot top 5

1.3%OLLInot top 5

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5CCK0.3%

not top 5MOG-A0.2%

not top 5SJM0.2%

Held in common13.4%

End-of-day Nov 9, 2026 · share of each fund

MMSC vs DFAS Returns, Every Period

First TrustMMSC

+4.1%

5 years, per year

DFASDimensional

+7.0%

5 years, per year

MMSCDFASFaded: behind in that period

1–3DFAS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

MMSC vs VO

YTD

First TrustMMSC

+11.1%

VOVanguard

+13.6%

+11.1%Year to date+13.6%

−15.3%Worst drop · 1Y−8.2%

24.9%Volatility · 1Y13.1%

0.0%Yield1.4%

$49.8MAssets$103B

4–0VO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MMSC, DFAS, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

DFAS0.30%$30

MMSC0.95%$95

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: MMSC, DFAS, VUG, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

DFAS1.00%$100

VUG0.41%$41

MMSC0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

MMSC$0 − $95 = −$95

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: MMSC, DFAS, VUG, VO

Today

13.4%most shared, MMSC and DFAS

MMSCDFASVUGVO

MMSC—13.4%0.0%0.0%

DFAS13.4%—0.0%0.1%

VUG0.0%0.0%—10.2%

VO0.0%0.1%10.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+20.9%DFAS, at 15.9% volatility

VOWorst drop−8.2%13.1% vol

DFASWorst drop−9.4%15.9% vol

VUGWorst drop−15.1%19.1% vol

MMSCWorst drop−15.3%24.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VODFAS

+13.6%Year to date+16.1%

1.4%Yield1.0%

+15.6%Past year+20.9%

0.03%Fee0.30%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026