DFAS vs MMSC

ADFAS

BMMSC

Measures won5–1DFAS wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · DFAS $13,932

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

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

Held in common13.6%DFAS and MMSC

DFAS

MMSC

Dimensional - US Small Cap ETF · $35.2BFirst Trust Multi-Manager Small Cap Opportunities ETF · $52M

+17.5%3 years · per year$16,215 · $17,505+20.5%

+6.9%5 years · per year$13,932 · $11,838+3.4%

0.30%Expense ratio$30 · $95 on $10k · lower wins0.95%

1.04%12-mo yield$104 · $0 on $10k0.00%

−9.4%Worst dropSmaller wins−15.3%

15.8%VolatilityLower wins24.6%

5–1DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · MMSC

0.3%HALO1.1%

0.2%MOG-A0.4%

0.2%RGEN1.2%

0.2%MANH1.0%

Held in common13.6%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
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	BMMSC	First Trust Multi-Manager Small Cap Opportunities ETFRead Desk	0.95%	0.00%	−5.6%	+4.6%	+5.2%	+20.5%	+3.4%	−15.3%	$52M

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
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	BMMSC	First Trust Multi-Manager Small Cap Opportunities ETFRead Desk	0.95%	0.00%	−5.6%	+4.6%	+5.2%	+20.5%	+3.4%	−15.3%	$52M

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 MMSC

DFAS

Dimensional - US Small Cap

$13,932

MMSC

First Trust Multi-Manager Small Cap Opportunities

$11,838

MeasureDFASMMSC

Fee0.30%0.95%

Cost on $10k a year$30$95

Yield1.04%0.00%

5 years, per year+6.9%+3.4%

3 years, per year+17.5%+20.5%

Worst drop · 1Y−9.4%−15.3%

Volatility · 1Y15.8%24.6%

5–1measures won
DFAS first

13.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

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, MMSC, VTV

Today

13.6%most shared, DFAS and MMSC

DFASMMSCVTV

DFAS—13.6%0.1%

MMSC13.6%—0.0%

VTV0.1%0.0%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

DFAS$104 − $30 = $74

MMSC$0 − $95 = −$95

KeptFee

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