DFAS vs FSCC

ADFAS

BFSCC

Measures won4–0DFAS wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DFAS $13,927

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

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

Held in common12.8%DFAS and FSCC

DFAS

FSCC

Dimensional - US Small Cap ETF · $33.7BFederated Hermes MDT Small Cap Core ETF · $442M

+17.3%3 years · per year$16,130 · […][…]

+6.8%5 years · per year$13,927 · […][…]

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

1.03%12-mo yield$103 · $24 on $10k0.24%

−9.4%Worst dropSmaller wins−11.8%

15.7%VolatilityLower wins18.6%

4–0DFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · FSCC

0.2%UMBF0.5%

0.2%HALO0.2%

0.2%WTS0.6%

0.2%JXN0.6%

Held in common12.8%

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 Four

5Y4 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	ADFAS	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	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
4	BFSCC	Federated Hermes MDT Small Cap Core ETFRead Desk	0.50%	0.24%	+0.5%	+10.3%	+11.4%	new	new	−11.8%	$442M

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

All Four

5Y4 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	ADFAS	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	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
4	BFSCC	Federated Hermes MDT Small Cap Core ETFRead Desk	0.50%	0.24%	+0.5%	+10.3%	+11.4%	new	new	−11.8%	$442M

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

DFAS vs FSCC

DFAS

Dimensional - US Small Cap

$13,927

FSCC

Federated Hermes MDT Small Cap Core

[…]

MeasureDFASFSCC

Fee0.30%0.50%

Cost on $10k a year$30$50

Yield1.03%0.24%

5 years, per year+6.8%[…]

3 years, per year+17.3%[…]

Worst drop · 1Y−9.4%−11.8%

Volatility · 1Y15.7%18.6%

4–0measures won
DFAS first

12.8%

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: DFAS, FSCC, VTV, VO

Today

28.5%most shared, VTV and VO

DFASFSCCVTVVO

DFAS—12.8%0.1%0.1%

FSCC12.8%—0.0%0.0%

VTV0.1%0.0%—28.5%

VO0.1%0.0%28.5%—

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

VO$139 − $3 = $136

DFAS$103 − $30 = $73

FSCC$24 − $50 = −$26

KeptFee

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