FSCC vs DFAS

AFSCC

BDFAS

Measures won0–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · DFAS $14,758

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

Smallest drop−6.4%VTV · 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[…] · $16,976+19.3%

[…]5 years · per year[…] · $14,758+8.1%

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

0.23%12-mo yield$23 · $100 on $10k1.00%

−11.4%Worst dropSmaller wins−9.4%

18.2%VolatilityLower wins15.3%

0–4DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSCC · DFAS

0.2%HALO0.3%

0.5%UMBF0.2%

0.6%WTS0.2%

0.7%JXN0.2%

Held in common13.0%

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 Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B
3	AFSCC	Federated Hermes MDT Small Cap Core ETFRead Desk	0.50%	0.23%	+1.4%	+14.8%	+15.1%	new	new	−11.4%	$450M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B
3	AFSCC	Federated Hermes MDT Small Cap Core ETFRead Desk	0.50%	0.23%	+1.4%	+14.8%	+15.1%	new	new	−11.4%	$450M

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

FSCC vs DFAS

FSCC

Federated Hermes MDT Small Cap Core

[…]

DFAS

Dimensional - US Small Cap

$14,758

MeasureFSCCDFAS

Fee0.50%0.30%

Cost on $10k a year$50$30

Yield0.23%1.00%

5 years, per year[…]+8.1%

3 years, per year[…]+19.3%

Worst drop · 1Y−11.4%−9.4%

Volatility · 1Y18.2%15.3%

4–0measures won
DFAS first

13.0%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: FSCC, DFAS, VTV

Today

13.0%most shared, FSCC and DFAS

FSCCDFASVTV

FSCC—13.0%0.0%

DFAS13.0%—0.1%

VTV0.0%0.1%—

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

DFAS$100 − $30 = $70

FSCC$23 − $50 = −$27

KeptFee

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