DFAS vs JHSC

ADFAS

BJHSC

Measures won4–2DFAS 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 common44.5%DFAS and JHSC

DFAS

JHSC

Dimensional - US Small Cap ETF · $33.8BJohn Hancock Investments - Multifactor Small Cap ETF · $714M

+17.3%3 years · per year$16,130 · $15,909+16.7%

+6.8%5 years · per year$13,927 · $13,642+6.4%

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

1.03%12-mo yield$103 · $104 on $10k1.04%

−9.4%Worst dropSmaller wins−9.6%

15.7%VolatilityLower wins15.1%

4–2DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · JHSC

0.2%URBN0.2%

0.2%LTH0.3%

0.2%THG0.4%

0.2%JXN0.5%

Held in common44.5%

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 Three

5Y3 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%	$33.8B
3	BJHSC	John Hancock Investments - Multifactor Small Cap ETFRead Desk	0.42%	1.04%	+0.1%	+12.1%	+14.3%	+16.7%	+6.4%	−9.6%	$714M

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

All Three

5Y3 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%	$33.8B
3	BJHSC	John Hancock Investments - Multifactor Small Cap ETFRead Desk	0.42%	1.04%	+0.1%	+12.1%	+14.3%	+16.7%	+6.4%	−9.6%	$714M

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 JHSC

DFAS

Dimensional - US Small Cap

$13,927

JHSC

John Hancock Investments - Multifactor Small Cap

$13,642

MeasureDFASJHSC

Fee0.30%0.42%

Cost on $10k a year$30$42

Yield1.03%1.04%

5 years, per year+6.8%+6.4%

3 years, per year+17.3%+16.7%

Worst drop · 1Y−9.4%−9.6%

Volatility · 1Y15.7%15.1%

4–1measures won
DFAS first

44.5%

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, JHSC, VTV

Today

44.5%most shared, DFAS and JHSC

DFASJHSCVTV

DFAS—44.5%0.1%

JHSC44.5%—0.0%

VTV0.1%0.0%—

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

DFAS$103 − $30 = $73

JHSC$104 − $42 = $62

KeptFee

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