DFAS vs TMFS

ADFAS

BTMFS

Measures won6–0DFAS wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · DFAS $14,033

Lowest cost0.06%IJR · $6 on $10k

Most income1.21%IJR · $121 on $10k

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

Held in common1.9%DFAS and TMFS

DFAS

TMFS

Dimensional - US Small Cap ETF · $33.7BMotley Fool Small-Cap Growth ETF · $53M

+17.5%3 years · per year$16,239 · $13,457+10.4%

+7.0%5 years · per year$14,033 · $9,047−2.0%

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

1.00%12-mo yield$100 · $0 on $10k0.00%

−9.4%Worst dropSmaller wins−15.7%

15.9%VolatilityLower wins19.5%

6–0DFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · TMFS

0.2%HQY4.8%

0.1%SNEX3.9%

0.1%FTDR2.8%

0.1%GXO4.7%

Held in common1.9%

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	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
2	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
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B
4	BTMFS	Motley Fool Small-Cap Growth ETFRead Desk	0.85%	0.00%	+3.1%	+2.2%	+6.4%	+10.4%	−2.0%	−15.7%	$53M

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	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
2	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
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B
4	BTMFS	Motley Fool Small-Cap Growth ETFRead Desk	0.85%	0.00%	+3.1%	+2.2%	+6.4%	+10.4%	−2.0%	−15.7%	$53M

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 TMFS

DFAS

Dimensional - US Small Cap

$14,033

TMFS

Motley Fool Small-Cap Growth

$9,047

MeasureDFASTMFS

Fee0.30%0.85%

Cost on $10k a year$30$85

Yield1.00%0.00%

5 years, per year+7.0%−2.0%

3 years, per year+17.5%+10.4%

Worst drop · 1Y−9.4%−15.7%

Volatility · 1Y15.9%19.5%

6–0measures won
DFAS first

1.9%

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, TMFS, IJR, IWF

Today

34.5%most shared, DFAS and IJR

DFASTMFSIJRIWF

DFAS—1.9%34.5%1.4%

TMFS1.9%—2.5%0.1%

IJR34.5%2.5%—0.1%

IWF1.4%0.1%0.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

DFAS$100 − $30 = $70

IWF$38 − $18 = $20

TMFS$0 − $85 = −$85

KeptFee

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