DFAS vs TMFS

ADFAS

BTMFS

Measures won6–0DFAS wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · IWF $16,559

Lowest cost0.03%VUG · $3 on $10k

Most income1.00%DFAS · $100 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 · $35.2BMotley Fool Small-Cap Growth ETF · $53M

+19.3%3 years · per year$16,976 · $13,756+11.2%

+8.1%5 years · per year$14,758 · $9,268−1.5%

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%

15.3%VolatilityLower wins19.2%

6–0DFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · TMFS

0.2%HQY4.7%

0.1%SNEX4.1%

0.1%HRI5.1%

0.1%HXL2.3%

Held in common1.9%

End-of-day Nov 4, 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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
4	BTMFS	Motley Fool Small-Cap Growth ETFRead Desk	0.85%	0.00%	+2.5%	+1.5%	+4.2%	+11.2%	−1.5%	−15.7%	$53M

End-of-day Nov 4, 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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
4	BTMFS	Motley Fool Small-Cap Growth ETFRead Desk	0.85%	0.00%	+2.5%	+1.5%	+4.2%	+11.2%	−1.5%	−15.7%	$53M

End-of-day Nov 4, 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

$14,758

TMFS

Motley Fool Small-Cap Growth

$9,268

MeasureDFASTMFS

Fee0.30%0.85%

Cost on $10k a year$30$85

Yield1.00%0.00%

5 years, per year+8.1%−1.5%

3 years, per year+19.3%+11.2%

Worst drop · 1Y−9.4%−15.7%

Volatility · 1Y15.3%19.2%

6–0measures won
DFAS first

1.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DFAS, TMFS, IWF, VUG

Today

77.4%most shared, IWF and VUG

DFASTMFSIWFVUG

DFAS—1.9%1.4%0.0%

TMFS1.9%—0.1%0.0%

IWF1.4%0.1%—77.4%

VUG0.0%0.0%77.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

VUG$40 − $3 = $37

IWF$37 − $18 = $19

TMFS$0 − $85 = −$85

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee