MMSC vs DFAS

AMMSC

BDFAS

Measures won1–5DFAS wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income1.03%DFAS · $103 on $10k

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

Held in common13.3%MMSC and DFAS

MMSC

DFAS

First Trust Multi-Manager Small Cap Opportunities ETF · $52MDimensional - US Small Cap ETF · $33.7B

+21.0%3 years · per year$17,714 · $16,130+17.3%

+3.5%5 years · per year$11,900 · $13,927+6.8%

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

0.00%12-mo yield$0 · $103 on $10k1.03%

−15.3%Worst dropSmaller wins−9.4%

24.6%VolatilityLower wins15.7%

1–5DFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsMMSC · DFAS

1.1%HALO0.2%

0.4%MOG-A0.2%

1.0%MANH0.2%

1.2%RGEN0.2%

Held in common13.3%

End-of-day Nov 6, 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%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−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%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
4	AMMSC	First Trust Multi-Manager Small Cap Opportunities ETFRead Desk	0.95%	0.00%	+1.8%	+6.5%	+5.7%	+21.0%	+3.5%	−15.3%	$52M

End-of-day Nov 6, 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%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−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%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
4	AMMSC	First Trust Multi-Manager Small Cap Opportunities ETFRead Desk	0.95%	0.00%	+1.8%	+6.5%	+5.7%	+21.0%	+3.5%	−15.3%	$52M

End-of-day Nov 6, 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

$11,900

DFAS

Dimensional - US Small Cap

$13,927

MeasureMMSCDFAS

Fee0.95%0.30%

Cost on $10k a year$95$30

Yield0.00%1.03%

5 years, per year+3.5%+6.8%

3 years, per year+21.0%+17.3%

Worst drop · 1Y−15.3%−9.4%

Volatility · 1Y24.6%15.7%

5–1measures won
DFAS first

13.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: MMSC, DFAS, IWF, VUG

Today

78.0%most shared, IWF and VUG

MMSCDFASIWFVUG

MMSC—13.3%1.1%0.0%

DFAS13.3%—1.4%0.0%

IWF1.1%1.4%—78.0%

VUG0.0%0.0%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$73most kept, DFAS

DFAS$103 − $30 = $73

VUG$42 − $3 = $39

IWF$39 − $18 = $21

MMSC$0 − $95 = −$95

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee