JHSC vs DFAS

AJHSC

BDFAS

Measures won2–4DFAS wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income1.01%JHSC · $101 on $10k

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

Held in common44.5%JHSC and DFAS

JHSC

DFAS

John Hancock Investments - Multifactor Small Cap ETF · $691MDimensional - US Small Cap ETF · $33.7B

+17.1%3 years · per year$16,064 · $16,308+17.7%

+6.6%5 years · per year$13,766 · $14,093+7.1%

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%

15.3%VolatilityLower wins16.0%

2–4DFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJHSC · DFAS

0.2%URBN0.2%

0.3%LTH0.2%

0.4%THG0.2%

0.5%JXN0.2%

Held in common44.5%

End-of-day Nov 9, 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%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.5%	+16.6%	+21.5%	+17.7%	+7.1%	−9.4%	$33.7B
4	AJHSC	John Hancock Investments - Multifactor Small Cap ETFRead Desk	0.42%	1.01%	+3.0%	+15.5%	+19.3%	+17.1%	+6.6%	−9.6%	$691M

End-of-day Nov 9, 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%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.5%	+16.6%	+21.5%	+17.7%	+7.1%	−9.4%	$33.7B
4	AJHSC	John Hancock Investments - Multifactor Small Cap ETFRead Desk	0.42%	1.01%	+3.0%	+15.5%	+19.3%	+17.1%	+6.6%	−9.6%	$691M

End-of-day Nov 9, 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

$13,766

DFAS

Dimensional - US Small Cap

$14,093

MeasureJHSCDFAS

Fee0.42%0.30%

Cost on $10k a year$42$30

Yield1.01%1.00%

5 years, per year+6.6%+7.1%

3 years, per year+17.1%+17.7%

Worst drop · 1Y−9.6%−9.4%

Volatility · 1Y15.3%16.0%

4–1measures won
DFAS first

44.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: JHSC, DFAS, IWF, VUG

Today

78.0%most shared, IWF and VUG

JHSCDFASIWFVUG

JHSC—44.5%0.3%0.0%

DFAS44.5%—1.4%0.0%

IWF0.3%1.4%—78.0%

VUG0.0%0.0%78.0%—

End-of-day Nov 9, 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

VUG$41 − $3 = $38

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee