DFAS vs TMFS

ADFAS

BTMFS

Measures won6–0DFAS wins · of 6 · 5Y

$10,000 · 5Y$13,932DFAS · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.26%IJH · $126 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common1.9%DFAS and TMFS

DFAS

TMFS

Dimensional - US Small Cap ETF · $35.2BMotley Fool Small-Cap Growth ETF · $53M

+17.5%3 years · per year$16,215 · $13,342+10.1%

+6.9%5 years · per year$13,932 · $8,966−2.2%

0.30%Expense ratio$30 · $85 on $10k · lower wins0.85%

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

−9.4%Worst dropSmaller wins−15.7%

15.8%VolatilityLower wins19.3%

6–0DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · TMFS

0.2%HQY4.9%

0.1%SNEX4.0%

0.1%GXO4.7%

0.1%HXL2.3%

Held in common1.9%

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	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
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B
3	BTMFS	Motley Fool Small-Cap Growth ETFRead Desk	0.85%	0.00%	−2.1%	−0.6%	+2.8%	+10.1%	−2.2%	−15.7%	$53M

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	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
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B
3	BTMFS	Motley Fool Small-Cap Growth ETFRead Desk	0.85%	0.00%	−2.1%	−0.6%	+2.8%	+10.1%	−2.2%	−15.7%	$53M

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 TMFS

DFAS

Dimensional - US Small Cap

$13,932

TMFS

Motley Fool Small-Cap Growth

$8,966

MeasureDFASTMFS

Fee0.30%0.85%

Cost on $10k a year$30$85

Yield1.04%0.00%

5 years, per year+6.9%−2.2%

3 years, per year+17.5%+10.1%

Worst drop · 1Y−9.4%−15.7%

Volatility · 1Y15.8%19.3%

6–0measures won
DFAS first

1.9%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFAS, TMFS, IJH

Today

40.9%most shared, DFAS and IJH

DFASTMFSIJH

DFAS—1.9%40.9%

TMFS1.9%—2.1%

IJH40.9%2.1%—

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAS$104 − $30 = $74

TMFS$0 − $85 = −$85

KeptFee

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