FSCC vs DFAS

AFSCC

BDFAS

Measures won0–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$14,320DFAS

Lowest cost0.30%DFAS · $30 on $10k

Most income1.01%DFAS · $101 on $10k

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

Held in common13.0%FSCC and DFAS

FSCC

DFAS

Federated Hermes MDT Small Cap Core ETF · $450MDimensional - US Small Cap ETF · $34.7B

[…]3 years · per year[…] · $16,881+19.1%

[…]5 years · per year[…] · $14,320+7.4%

0.50%Expense ratio$50 · $30 on $10k · lower wins0.30%

0.24%12-mo yield$24 · $101 on $10k1.01%

−11.4%Worst dropSmaller wins−9.4%

18.1%VolatilityLower wins15.3%

0–4DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsFSCC · DFAS

0.2%HALO0.3%

0.5%UMBF0.2%

0.6%WTS0.2%

0.6%JXN0.2%

Held in common13.0%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.01%	−0.3%	+15.7%	+19.0%	+19.1%	+7.4%	−9.4%	$34.7B
2	AFSCC	Federated Hermes MDT Small Cap Core ETFRead Desk		0.50%	0.24%	+0.1%	+13.3%	+13.8%	new	new	−11.4%	$450M

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

Both

5Y2 funds

#			Trend
1	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.01%	−0.3%	+15.7%	+19.0%	+19.1%	+7.4%	−9.4%	$34.7B
2	AFSCC	Federated Hermes MDT Small Cap Core ETFRead Desk		0.50%	0.24%	+0.1%	+13.3%	+13.8%	new	new	−11.4%	$450M

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

Cards for this view

FSCC vs DFAS

FSCC

Federated Hermes MDT Small Cap Core

[…]

DFAS

Dimensional - US Small Cap

$14,320

MeasureFSCCDFAS

Fee0.50%0.30%

Cost on $10k a year$50$30

Yield0.24%1.01%

5 years, per year[…]+7.4%

3 years, per year[…]+19.1%

Worst drop · 1Y−11.4%−9.4%

Volatility · 1Y18.1%15.3%

4–0measures won
DFAS first

13.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FSCC, DFAS

Today

13.0%most shared, FSCC and DFAS

FSCCDFAS

FSCC—13.0%

DFAS13.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$71most kept, DFAS

DFAS$101 − $30 = $71

FSCC$24 − $50 = −$26

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee