MMSC vs DFAS

AMMSC

BDFAS

Measures won1–5DFAS wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · DFAS $13,932

Lowest cost0.18%IWF · $18 on $10k

Most income1.04%DFAS · $104 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

+20.5%3 years · per year$17,505 · $16,215+17.5%

+3.4%5 years · per year$11,838 · $13,932+6.9%

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

0.00%12-mo yield$0 · $104 on $10k1.04%

−15.3%Worst dropSmaller wins−9.4%

24.6%VolatilityLower wins15.8%

1–5DFAS wins

$10,000 · 5 yearsAll three, one 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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
3	AMMSC	First Trust Multi-Manager Small Cap Opportunities ETFRead Desk	0.95%	0.00%	−5.6%	+4.6%	+5.2%	+20.5%	+3.4%	−15.3%	$52M

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
3	AMMSC	First Trust Multi-Manager Small Cap Opportunities ETFRead Desk	0.95%	0.00%	−5.6%	+4.6%	+5.2%	+20.5%	+3.4%	−15.3%	$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

$11,838

DFAS

Dimensional - US Small Cap

$13,932

MeasureMMSCDFAS

Fee0.95%0.30%

Cost on $10k a year$95$30

Yield0.00%1.04%

5 years, per year+3.4%+6.9%

3 years, per year+20.5%+17.5%

Worst drop · 1Y−15.3%−9.4%

Volatility · 1Y24.6%15.8%

5–1measures won
DFAS first

13.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: MMSC, DFAS, IWF

Today

13.6%most shared, MMSC and DFAS

MMSCDFASIWF

MMSC—13.6%1.1%

DFAS13.6%—1.4%

IWF1.1%1.4%—

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

Income After Fees on $10,000

$74most kept, DFAS

DFAS$104 − $30 = $74

IWF$39 − $18 = $21

MMSC$0 − $95 = −$95

KeptFee

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