JHSC vs DFAS

AJHSC

BDFAS

Measures won2–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$14,758DFAS · JHSC $14,335

Lowest cost0.30%DFAS · $30 on $10k

Most income1.01%JHSC · $101 on $10k

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

Held in common44.4%JHSC and DFAS

JHSC

DFAS

John Hancock Investments - Multifactor Small Cap ETF · $703MDimensional - US Small Cap ETF · $34.7B

+18.5%3 years · per year$16,641 · $16,976+19.3%

+7.5%5 years · per year$14,335 · $14,758+8.1%

0.42%Expense ratio$42 · $30 on $10k · lower wins0.30%

1.01%12-mo yield$101 · $100 on $10k1.00%

−9.6%Worst dropSmaller wins−9.4%

14.8%VolatilityLower wins15.3%

2–4DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsJHSC · DFAS

0.2%URBN0.2%

0.5%JXN0.2%

0.3%LTH0.2%

0.4%THG0.2%

Held in common44.4%

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

Both

5Y2 funds

#			Trend
1	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
2	AJHSC	John Hancock Investments - Multifactor Small Cap ETFRead Desk		0.42%	1.01%	+1.5%	+15.7%	+17.8%	+18.5%	+7.5%	−9.6%	$703M

End-of-day Nov 4, 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%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B
2	AJHSC	John Hancock Investments - Multifactor Small Cap ETFRead Desk		0.42%	1.01%	+1.5%	+15.7%	+17.8%	+18.5%	+7.5%	−9.6%	$703M

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

JHSC vs DFAS

JHSC

John Hancock Investments - Multifactor Small Cap

$14,335

DFAS

Dimensional - US Small Cap

$14,758

MeasureJHSCDFAS

Fee0.42%0.30%

Cost on $10k a year$42$30

Yield1.01%1.00%

5 years, per year+7.5%+8.1%

3 years, per year+18.5%+19.3%

Worst drop · 1Y−9.6%−9.4%

Volatility · 1Y14.8%15.3%

4–1measures won
DFAS first

44.4%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: JHSC, DFAS

Today

44.4%most shared, JHSC and DFAS

JHSCDFAS

JHSC—44.4%

DFAS44.4%—

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

JHSC$101 − $42 = $59

KeptFee

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