MMSC vs DFAS

AMMSC

BDFAS

Measures won1–5DFAS wins · of 6 · 5Y

$10,000 · 5Y$13,932DFAS · MMSC $11,838

Lowest cost0.30%DFAS · $30 on $10k

Most income1.00%DFAS · $100 on $10k

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

Held in common13.6%MMSC and DFAS

MMSC

DFAS

First Trust Multi-Manager Small Cap Opportunities ETF · $52MDimensional - US Small Cap ETF · $35.2B

+23.2%3 years · per year$18,703 · $16,976+19.3%

+5.1%5 years · per year$12,821 · $14,758+8.1%

0.95%Expense ratio$95 · $30 on $10k · lower wins0.30%

0.00%12-mo yield$0 · $100 on $10k1.00%

−14.3%Worst dropSmaller wins−9.4%

24.0%VolatilityLower wins15.3%

1–5DFAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsMMSC · DFAS

1.1%HALO0.3%

0.4%MOG-A0.2%

1.2%RGEN0.2%

1.0%MANH0.2%

Held in common13.6%

End-of-day Nov 5, 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%	$35.2B
2	AMMSC	First Trust Multi-Manager Small Cap Opportunities ETFRead Desk		0.95%	0.00%	+0.3%	+10.9%	+9.3%	+23.2%	+5.1%	−14.3%	$52M

End-of-day Nov 5, 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%	$35.2B
2	AMMSC	First Trust Multi-Manager Small Cap Opportunities ETFRead Desk		0.95%	0.00%	+0.3%	+10.9%	+9.3%	+23.2%	+5.1%	−14.3%	$52M

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

Cards for this view

MMSC vs DFAS

MMSC

First Trust Multi-Manager Small Cap Opportunities

$12,821

DFAS

Dimensional - US Small Cap

$14,758

MeasureMMSCDFAS

Fee0.95%0.30%

Cost on $10k a year$95$30

Yield0.00%1.00%

5 years, per year+5.1%+8.1%

3 years, per year+23.2%+19.3%

Worst drop · 1Y−14.3%−9.4%

Volatility · 1Y24.0%15.3%

5–1measures won
DFAS first

13.6%

holdings shared

Nov 5, 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MMSC, DFAS

Today

13.6%most shared, MMSC and DFAS

MMSCDFAS

MMSC—13.6%

DFAS13.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

MMSC$0 − $95 = −$95

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee