TMFS vs DFAS

ATMFS

BDFAS

Measures won0–6DFAS wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · IJH $14,049

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 · $34.7B

+10.4%3 years · per year$13,457 · $16,239+17.5%

−2.0%5 years · per year$9,047 · $14,033+7.0%

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%

19.5%VolatilityLower wins15.9%

0–6DFAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsTMFS · DFAS

4.8%HQY0.2%

3.9%SNEX0.1%

2.8%FTDR0.1%

4.7%GXO0.1%

Held in common1.9%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
4	ATMFS	Motley Fool Small-Cap Growth ETFRead Desk	0.85%	0.00%	+3.1%	+2.2%	+6.4%	+10.4%	−2.0%	−15.7%	$53M

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B
4	ATMFS	Motley Fool Small-Cap Growth ETFRead Desk	0.85%	0.00%	+3.1%	+2.2%	+6.4%	+10.4%	−2.0%	−15.7%	$53M

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

TMFS vs DFAS

TMFS

Motley Fool Small-Cap Growth

$9,047

DFAS

Dimensional - US Small Cap

$14,033

MeasureTMFSDFAS

Fee0.85%0.30%

Cost on $10k a year$85$30

Yield0.00%1.00%

5 years, per year−2.0%+7.0%

3 years, per year+10.4%+17.5%

Worst drop · 1Y−15.7%−9.4%

Volatility · 1Y19.5%15.9%

6–0measures won
DFAS first

1.9%

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$61.4B

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%

$122BAssets$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: TMFS, DFAS, IWF, IJH

Today

40.7%most shared, DFAS and IJH

TMFSDFASIWFIJH

TMFS—1.9%0.1%2.1%

DFAS1.9%—1.4%40.7%

IWF0.1%1.4%—1.8%

IJH2.1%40.7%1.8%—

End-of-day Nov 9, 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

IWF$38 − $18 = $20

TMFS$0 − $85 = −$85

KeptFee

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