DFAS vs FSCC

ADFAS

BFSCC

Measures won4–0DFAS wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · IJH $14,049

Lowest cost0.05%IJH · $5 on $10k

Most income1.21%IJH · $121 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common12.9%DFAS and FSCC

DFAS

FSCC

Dimensional - US Small Cap ETF · $34.7BFederated Hermes MDT Small Cap Core ETF · $444M

+17.5%3 years · per year$16,239 · […][…]

+7.0%5 years · per year$14,033 · […][…]

0.30%Expense ratio$30 · $50 on $10k · lower wins0.50%

1.00%12-mo yield$100 · $24 on $10k0.24%

−9.4%Worst dropSmaller wins−11.8%

15.9%VolatilityLower wins18.7%

4–0DFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · FSCC

0.2%UMBF0.5%

0.2%WTS0.6%

0.2%HALO0.2%

0.2%JXN0.6%

Held in common12.9%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
4	BFSCC	Federated Hermes MDT Small Cap Core ETFRead Desk	0.50%	0.24%	+3.3%	+14.0%	+17.7%	new	new	−11.8%	$444M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
4	BFSCC	Federated Hermes MDT Small Cap Core ETFRead Desk	0.50%	0.24%	+3.3%	+14.0%	+17.7%	new	new	−11.8%	$444M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAS vs FSCC

DFAS

Dimensional - US Small Cap

$14,033

FSCC

Federated Hermes MDT Small Cap Core

[…]

MeasureDFASFSCC

Fee0.30%0.50%

Cost on $10k a year$30$50

Yield1.00%0.24%

5 years, per year+7.0%[…]

3 years, per year+17.5%[…]

Worst drop · 1Y−9.4%−11.8%

Volatility · 1Y15.9%18.7%

4–0measures won
DFAS first

12.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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$61.4B

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%

$122BAssets$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

Overlap: DFAS, FSCC, IJH, IWF

Today

40.7%most shared, DFAS and IJH

DFASFSCCIJHIWF

DFAS—12.9%40.7%1.4%

FSCC12.9%—5.6%0.3%

IJH40.7%5.6%—1.8%

IWF1.4%0.3%1.8%—

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFAS$100 − $30 = $70

IWF$38 − $18 = $20

FSCC$24 − $50 = −$26

KeptFee

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