DFAS vs JHSC

ADFAS

BJHSC

Measures won4–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IWF $15,892

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 common44.6%DFAS and JHSC

DFAS

JHSC

Dimensional - US Small Cap ETF · $33.7BJohn Hancock Investments - Multifactor Small Cap ETF · $691M

+17.5%3 years · per year$16,239 · $16,017+17.0%

+7.0%5 years · per year$14,033 · $13,726+6.5%

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%

15.9%VolatilityLower wins15.2%

4–2DFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · JHSC

0.2%URBN0.2%

0.2%LTH0.3%

0.2%JXN0.5%

0.2%HQY0.3%

Held in common44.6%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$33.7B
4	BJHSC	John Hancock Investments - Multifactor Small Cap ETFRead Desk	0.42%	1.01%	+2.7%	+15.2%	+19.0%	+17.0%	+6.5%	−9.6%	$691M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$33.7B
4	BJHSC	John Hancock Investments - Multifactor Small Cap ETFRead Desk	0.42%	1.01%	+2.7%	+15.2%	+19.0%	+17.0%	+6.5%	−9.6%	$691M

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 JHSC

DFAS

Dimensional - US Small Cap

$14,033

JHSC

John Hancock Investments - Multifactor Small Cap

$13,727

MeasureDFASJHSC

Fee0.30%0.42%

Cost on $10k a year$30$42

Yield1.00%1.01%

5 years, per year+7.0%+6.5%

3 years, per year+17.5%+17.0%

Worst drop · 1Y−9.4%−9.6%

Volatility · 1Y15.9%15.2%

4–1measures won
DFAS first

44.6%

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$59.7B

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%

$120BAssets$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, JHSC, VUG, IWF

Today

78.1%most shared, VUG and IWF

DFASJHSCVUGIWF

DFAS—44.6%0.0%1.4%

JHSC44.6%—0.0%0.3%

VUG0.0%0.0%—78.1%

IWF1.4%0.3%78.1%—

End-of-day Nov 9, 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$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

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