DFAS vs JHSC

ADFAS

BJHSC

Measures won4–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · DFAS $14,758

Lowest cost0.03%VUG · $3 on $10k

Most income1.01%JHSC · $101 on $10k

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

Held in common44.4%DFAS and JHSC

DFAS

JHSC

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

+19.3%3 years · per year$16,976 · $16,641+18.5%

+8.1%5 years · per year$14,758 · $14,335+7.5%

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

1.00%12-mo yield$100 · $101 on $10k1.01%

−9.4%Worst dropSmaller wins−9.6%

15.3%VolatilityLower wins14.8%

4–2DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · JHSC

0.2%URBN0.2%

0.2%JXN0.5%

0.2%LTH0.3%

0.2%THG0.4%

Held in common44.4%

End-of-day Nov 4, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
3	BJHSC	John Hancock Investments - Multifactor Small Cap ETFRead Desk	0.42%	1.01%	+1.5%	+15.7%	+17.8%	+18.5%	+7.5%	−9.6%	$702M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
3	BJHSC	John Hancock Investments - Multifactor Small Cap ETFRead Desk	0.42%	1.01%	+1.5%	+15.7%	+17.8%	+18.5%	+7.5%	−9.6%	$702M

End-of-day Nov 4, 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

$14,758

JHSC

John Hancock Investments - Multifactor Small Cap

$14,335

MeasureDFASJHSC

Fee0.30%0.42%

Cost on $10k a year$30$42

Yield1.00%1.01%

5 years, per year+8.1%+7.5%

3 years, per year+19.3%+18.5%

Worst drop · 1Y−9.4%−9.6%

Volatility · 1Y15.3%14.8%

4–1measures won
DFAS first

44.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DFAS, JHSC, VUG

Today

44.4%most shared, DFAS and JHSC

DFASJHSCVUG

DFAS—44.4%0.0%

JHSC44.4%—0.0%

VUG0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

JHSC$101 − $42 = $59

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee