DFAS vs JHSC

ADFAS

BJHSC

Measures won4–1DFAS wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · DFAS $13,932

Lowest cost0.18%IWF · $18 on $10k

Most income1.04%JHSC · $104 on $10k

Smallest drop−9.4%DFAS · worst fall in 1Y

Held in common44.5%DFAS and JHSC

DFAS

JHSC

Dimensional - US Small Cap ETF · $35.2BJohn Hancock Investments - Multifactor Small Cap ETF · $702M

+17.5%3 years · per year$16,215 · $16,001+17.0%

+6.9%5 years · per year$13,932 · $13,635+6.4%

0.30%Expense ratio$30 · $42 on $10k · lower wins0.42%

1.04%12-mo yield$104 · $104 on $10k1.04%

−9.4%Worst dropSmaller wins−9.6%

15.8%VolatilityLower wins15.1%

4–1DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · JHSC

0.2%URBN0.2%

0.2%LTH0.3%

0.2%HQY0.4%

0.2%JXN0.5%

Held in common44.5%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
3	BJHSC	John Hancock Investments - Multifactor Small Cap ETFRead Desk	0.42%	1.04%	−3.2%	+12.0%	+15.5%	+17.0%	+6.4%	−9.6%	$702M

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
3	BJHSC	John Hancock Investments - Multifactor Small Cap ETFRead Desk	0.42%	1.04%	−3.2%	+12.0%	+15.5%	+17.0%	+6.4%	−9.6%	$702M

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

DFAS vs JHSC

DFAS

Dimensional - US Small Cap

$13,932

JHSC

John Hancock Investments - Multifactor Small Cap

$13,635

MeasureDFASJHSC

Fee0.30%0.42%

Cost on $10k a year$30$42

Yield1.04%1.04%

5 years, per year+6.9%+6.4%

3 years, per year+17.5%+17.0%

Worst drop · 1Y−9.4%−9.6%

Volatility · 1Y15.8%15.1%

4–1measures won
DFAS first

44.5%

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: DFAS, JHSC, IWF

Today

44.5%most shared, DFAS and JHSC

DFASJHSCIWF

DFAS—44.5%1.4%

JHSC44.5%—0.3%

IWF1.4%0.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$74most kept, DFAS

DFAS$104 − $30 = $74

JHSC$104 − $42 = $62

IWF$39 − $18 = $21

KeptFee

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