Compare · 2 funds side by side · dividends reinvested

DFAS and ISCG

DFASDimensional×ISCGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,932DFAS · best of the two

02 / 04

DFAS and ISCG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$35.2B1.3

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.68%+6.9%+9.6%+18.7%+3.5%−11.4%18.6%$974M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DFAS 1992 · ISCG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $35.2B$11,728

DFAS

ISCG

iShares Morningstar Small-Cap Growth ETF · $974M$10,961

$10,000 one year ago, dividends reinvested · they hold 49.7% in common

DFASMeasureISCG

+12.6%Year to dateJan 1 → Nov 5+6.9%

+17.3%1 yearTotal return+9.6%

+17.5%3 years · per year$10,000 became $16,215 · $16,721+18.7%

+6.9%5 years · per year$10,000 became $13,932 · $11,876+3.5%

0.30%Expense ratio$30 · $6 a year on $10k · lower is better0.06%

1.04%Trailing 12-mo yield$104 · $68 a year on $10k0.68%

−9.4%Worst dropSmaller is better−11.4%

15.8%VolatilityLower is calmer18.6%

DFASISCG Winner of the row, in its colourEach row: the bigger of the two fills its side

6–2DFAS wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAS vs ISCG: Top 5 Holdings

Today

DFAS

1.4%in top 5

ISCG

in top 54.1%

DFASStockISCG

not top 5OKTA1.1%

not top 5TEAM1.0%

not top 5GH0.7%

not top 5ROKU0.7%

not top 5RBRK0.6%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%ELANnot top 5

0.2%CCKnot top 5

0.2%AITnot top 5

Held in common49.7%

End-of-day Nov 5, 2026 · share of each fund

DFAS vs ISCG Returns, Every Period

DimensionalDFAS

+6.9%

5 years, per year

ISCGiShares

+3.5%

5 years, per year

DFASISCGFaded: behind in that period

3–1DFAS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAS vs ISCG

YTD

DimensionalDFAS

+12.6%

ISCGiShares

+6.9%

+12.6%Year to date+6.9%

−9.4%Worst drop · 1Y−11.4%

15.8%Volatility · 1Y18.6%

1.0%Yield0.7%

$35.2BAssets$974M

4–0DFAS wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, ISCG

Today

0.06%lowest, ISCG

FundExpense ratioFee$10k

ISCG0.06%$6

DFAS0.30%$30

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAS, ISCG

1.04%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.04%$104

ISCG0.68%$68

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$74most kept, DFAS

DFAS$104 − $30 = $74

ISCG$68 − $6 = $62

KeptFee

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

Overlap: DFAS, ISCG

Today

49.7%most shared, DFAS and ISCG

DFASISCG

DFAS—49.7%

ISCG49.7%—

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

Return vs Bumpiness: 2 ETFs

+17.3%DFAS, at 15.8% volatility

DFASWorst drop−9.4%15.8% vol

ISCGWorst drop−11.4%18.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFASISCG

+12.6%Year to date+6.9%

1.0%Yield0.7%

+17.3%Past year+9.6%

0.30%Fee0.06%

3–1DFAS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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