MMSC vs DFAS

AMMSC

BDFAS

Measures won1–5DFAS wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · DFAS $14,033

Lowest cost0.03%VUG · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common13.4%MMSC and DFAS

MMSC

DFAS

First Trust Multi-Manager Small Cap Opportunities ETF · $50MDimensional - US Small Cap ETF · $33.7B

+22.1%3 years · per year$18,200 · $16,239+17.5%

+4.1%5 years · per year$12,231 · $14,033+7.0%

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

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

−15.3%Worst dropSmaller wins−9.4%

24.9%VolatilityLower wins15.9%

1–5DFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsMMSC · DFAS

0.4%MOG-A0.2%

1.2%RGEN0.2%

1.0%MANH0.2%

0.8%LTH0.2%

Held in common13.4%

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	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$33.7B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	AMMSC	First Trust Multi-Manager Small Cap Opportunities ETFRead Desk	0.95%	0.00%	+4.3%	+11.1%	+12.5%	+22.1%	+4.1%	−15.3%	$50M

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	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$33.7B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	AMMSC	First Trust Multi-Manager Small Cap Opportunities ETFRead Desk	0.95%	0.00%	+4.3%	+11.1%	+12.5%	+22.1%	+4.1%	−15.3%	$50M

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

MMSC vs DFAS

MMSC

First Trust Multi-Manager Small Cap Opportunities

$12,231

DFAS

Dimensional - US Small Cap

$14,033

MeasureMMSCDFAS

Fee0.95%0.30%

Cost on $10k a year$95$30

Yield0.00%1.00%

5 years, per year+4.1%+7.0%

3 years, per year+22.1%+17.5%

Worst drop · 1Y−15.3%−9.4%

Volatility · 1Y24.9%15.9%

5–1measures won
DFAS first

13.4%

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

+33.2%

VIGVanguard

+14.8%

+33.2%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: MMSC, DFAS, VUG, VO

Today

13.4%most shared, MMSC and DFAS

MMSCDFASVUGVO

MMSC—13.4%0.0%0.0%

DFAS13.4%—0.0%0.1%

VUG0.0%0.0%—10.2%

VO0.0%0.1%10.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

MMSC$0 − $95 = −$95

KeptFee

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