MMSC vs VBR

AMMSC

BVBR

Measures won1–5VBR wins · of 6 · 5Y

$10,000 · 5Y$15,197VBR · MMSC $11,900

Lowest cost0.05%VBR · $5 on $10k

Most income1.83%VBR · $183 on $10k

Smallest drop−8.9%VBR · worst fall in 1Y

Held in common4.5%MMSC and VBR

MMSC

VBR

First Trust Multi-Manager Small Cap Opportunities ETF · $52MVanguard Morningstar Small-Cap Value ETF · $35.1B

+21.0%3 years · per year$17,714 · $16,848+19.0%

+3.5%5 years · per year$11,900 · $15,197+8.7%

0.95%Expense ratio$95 · $5 on $10k · lower wins0.05%

0.00%12-mo yield$0 · $183 on $10k1.83%

−15.3%Worst dropSmaller wins−8.9%

24.6%VolatilityLower wins14.2%

1–5VBR wins

$10,000 · 5 yearsOne scale

Shared top holdingsMMSC · VBR

0.4%MOG-A0.2%

1.0%RBRK0.2%

1.3%FCFS0.2%

0.8%PRAX0.2%

Held in common4.5%

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

Both

5Y2 funds

#			Trend
1	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.83%	0.0%	+15.9%	+19.5%	+19.0%	+8.7%	−8.9%	$35.1B
2	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

Both

5Y2 funds

#			Trend
1	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.83%	0.0%	+15.9%	+19.5%	+19.0%	+8.7%	−8.9%	$35.1B
2	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 VBR

MMSC

First Trust Multi-Manager Small Cap Opportunities

$11,900

VBR

Vanguard Morningstar Small-Cap Value

$15,197

MeasureMMSCVBR

Fee0.95%0.05%

Cost on $10k a year$95$5

Yield0.00%1.83%

5 years, per year+3.5%+8.7%

3 years, per year+21.0%+19.0%

Worst drop · 1Y−15.3%−8.9%

Volatility · 1Y24.6%14.2%

5–1measures won
VBR first

4.5%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: MMSC, VBR

Today

4.5%most shared, MMSC and VBR

MMSCVBR

MMSC—4.5%

VBR4.5%—

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

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

MMSC$0 − $95 = −$95

KeptFee

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