DFAS vs MSML

ADFAS

BMSML

Measures won0–2MSML wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · DFAS $13,932

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common66.8%DFAS and MSML

DFAS

MSML

Dimensional - US Small Cap ETF · $33.8BiShares MSCI USA Small-Cap ETF · $270M

+17.5%3 years · per year$16,215 · […][…]

+6.9%5 years · per year$13,932 · […][…]

0.30%Expense ratio$30 · $4 on $10k · lower wins0.04%

1.04%12-mo yield$104 · $137 on $10k1.37%

−9.4%Worst dropSmaller wins[…]

15.8%VolatilityLower wins[…]

0–2MSML wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · MSML

0.2%WCC0.2%

0.3%HALO0.2%

0.2%MANH0.2%

0.2%CRL0.2%

Held in common66.8%

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 Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
4	BMSML	iShares MSCI USA Small-Cap ETFRead Desk	0.04%	1.37%	−3.9%	new	new	new	new	[…]	$270M

End-of-day Nov 5, 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%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
4	BMSML	iShares MSCI USA Small-Cap ETFRead Desk	0.04%	1.37%	−3.9%	new	new	new	new	[…]	$270M

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 MSML

DFAS

Dimensional - US Small Cap

$13,932

MSML

iShares MSCI USA Small-Cap

[…]

MeasureDFASMSML

Fee0.30%0.04%

Cost on $10k a year$30$4

Yield1.04%1.37%

5 years, per year+6.9%[…]

3 years, per year+17.5%[…]

Worst drop · 1Y−9.4%[…]

Volatility · 1Y15.8%[…]

2–0measures won
MSML first

66.8%

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAS, MSML, VO, VUG

Today

66.8%most shared, DFAS and MSML

DFASMSMLVOVUG

DFAS—66.8%0.1%0.0%

MSML66.8%—0.4%0.1%

VO0.1%0.4%—10.2%

VUG0.0%0.1%10.2%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

MSML$137 − $4 = $133

DFAS$104 − $30 = $74

VUG$43 − $3 = $40

KeptFee

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