DFAS vs ESSC

ADFAS

BESSC

Measures won4–0DFAS wins · of 6 · 5Y

$10,000 · 5Y$16,394VUG · DFAS $13,953

Lowest cost0.03%VUG · $3 on $10k

Most income1.01%DFAS · $101 on $10k

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

Held in common17.9%DFAS and ESSC

DFAS

ESSC

Dimensional - US Small Cap ETF · $34.7BEventide Small Cap ETF · $34M

+16.5%3 years · per year$15,805 · […][…]

+6.9%5 years · per year$13,953 · […][…]

0.30%Expense ratio$30 · $49 on $10k · lower wins0.49%

1.01%12-mo yield$101 · $59 on $10k0.59%

−9.4%Worst dropSmaller wins−12.5%

15.9%VolatilityLower wins18.5%

4–0DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · ESSC

0.2%PNFP0.4%

0.2%RRC0.8%

0.3%SWKS0.2%

0.2%FLS0.6%

Held in common17.9%

End-of-day Nov 10, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.01%	−0.3%	+15.7%	+19.6%	+16.5%	+6.9%	−9.4%	$34.7B
3	BESSC	Eventide Small Cap ETFRead Desk	0.49%	0.59%	−0.8%	+11.7%	+17.4%	new	new	−12.5%	$34M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.01%	−0.3%	+15.7%	+19.6%	+16.5%	+6.9%	−9.4%	$34.7B
3	BESSC	Eventide Small Cap ETFRead Desk	0.49%	0.59%	−0.8%	+11.7%	+17.4%	new	new	−12.5%	$34M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAS vs ESSC

DFAS

Dimensional - US Small Cap

$13,953

ESSC

Eventide Small Cap

[…]

MeasureDFASESSC

Fee0.30%0.49%

Cost on $10k a year$30$49

Yield1.01%0.59%

5 years, per year+6.9%[…]

3 years, per year+16.5%[…]

Worst drop · 1Y−9.4%−12.5%

Volatility · 1Y15.9%18.5%

4–0measures won
DFAS first

17.9%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

Overlap: ESSC, DFAS, VUG

Today

17.9%most shared, ESSC and DFAS

ESSCDFASVUG

ESSC—17.9%0.9%

DFAS17.9%—0.0%

VUG0.9%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$71most kept, DFAS

DFAS$101 − $30 = $71

VUG$41 − $3 = $38

ESSC$59 − $49 = $10

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee