TMFS vs DFAS

ATMFS

BDFAS

Measures won0–6DFAS wins · of 6 · 5Y

$10,000 · 5Y$13,932DFAS · VO $13,616

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · 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

+10.1%3 years · per year$13,342 · $16,215+17.5%

−2.2%5 years · per year$8,966 · $13,932+6.9%

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

0.00%12-mo yield$0 · $104 on $10k1.04%

−15.7%Worst dropSmaller wins−9.4%

19.3%VolatilityLower wins15.8%

0–6DFAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTMFS · DFAS

4.9%HQY0.2%

4.0%SNEX0.1%

4.7%GXO0.1%

2.3%HXL0.1%

Held in common1.9%

End-of-day Nov 5, 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%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
3	ATMFS	Motley Fool Small-Cap Growth ETFRead Desk	0.85%	0.00%	−2.1%	−0.6%	+2.8%	+10.1%	−2.2%	−15.7%	$53M

End-of-day Nov 5, 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%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
3	ATMFS	Motley Fool Small-Cap Growth ETFRead Desk	0.85%	0.00%	−2.1%	−0.6%	+2.8%	+10.1%	−2.2%	−15.7%	$53M

End-of-day Nov 5, 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

$8,966

DFAS

Dimensional - US Small Cap

$13,932

MeasureTMFSDFAS

Fee0.85%0.30%

Cost on $10k a year$85$30

Yield0.00%1.04%

5 years, per year−2.2%+6.9%

3 years, per year+10.1%+17.5%

Worst drop · 1Y−15.7%−9.4%

Volatility · 1Y19.3%15.8%

6–0measures won
DFAS first

1.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: TMFS, DFAS, VO

Today

1.9%most shared, TMFS and DFAS

TMFSDFASVO

TMFS—1.9%0.0%

DFAS1.9%—0.1%

VO0.0%0.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAS$104 − $30 = $74

TMFS$0 − $85 = −$85

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee