TMFS vs DFAS

ATMFS

BDFAS

Measures won0–6DFAS wins · of 6 · 5Y

$10,000 · 5Y$14,758DFAS · IJH $14,620

Lowest cost0.05%IJH · $5 on $10k

Most income1.21%IJH · $121 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common1.9%TMFS and DFAS

TMFS

DFAS

Motley Fool Small-Cap Growth ETF · $53MDimensional - US Small Cap ETF · $35.2B

+11.2%3 years · per year$13,756 · $16,976+19.3%

−1.5%5 years · per year$9,268 · $14,758+8.1%

0.85%Expense ratio$85 · $30 on $10k · lower wins0.30%

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

−15.7%Worst dropSmaller wins−9.4%

19.2%VolatilityLower wins15.3%

0–6DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTMFS · DFAS

4.7%HQY0.2%

4.1%SNEX0.1%

5.1%HRI0.1%

2.3%HXL0.1%

Held in common1.9%

End-of-day Nov 4, 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	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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
3	ATMFS	Motley Fool Small-Cap Growth ETFRead Desk	0.85%	0.00%	+2.5%	+1.5%	+4.2%	+11.2%	−1.5%	−15.7%	$53M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
3	ATMFS	Motley Fool Small-Cap Growth ETFRead Desk	0.85%	0.00%	+2.5%	+1.5%	+4.2%	+11.2%	−1.5%	−15.7%	$53M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TMFS vs DFAS

TMFS

Motley Fool Small-Cap Growth

$9,268

DFAS

Dimensional - US Small Cap

$14,758

MeasureTMFSDFAS

Fee0.85%0.30%

Cost on $10k a year$85$30

Yield0.00%1.00%

5 years, per year−1.5%+8.1%

3 years, per year+11.2%+19.3%

Worst drop · 1Y−15.7%−9.4%

Volatility · 1Y19.2%15.3%

6–0measures won
DFAS first

1.9%

holdings shared

Nov 4, 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 4, 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 4, 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 4, 2026

Overlap: TMFS, DFAS, IJH

Today

41.1%most shared, DFAS and IJH

TMFSDFASIJH

TMFS—1.9%2.0%

DFAS1.9%—41.1%

IJH2.0%41.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFAS$100 − $30 = $70

TMFS$0 − $85 = −$85

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee