Compare · 2 funds side by side · dividends reinvested

DFAS and SMMV

DFASDimensional×SMMViShares×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,661DFAS · best of the two

Story of the two · IncomeMost incomeSMMV · 1.56% · $156 a year on $10k

Story of the two · RiskSmallest drop

DFAS and SMMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.2%+17.7%+16.9%+6.4%−9.4%16.0%$33.9B1.5

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.56%+10.2%+11.9%+14.3%+5.6%−7.0%9.8%$282M1.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: DFAS 1992 · SMMV 2016

Head to Head

Swap sides Versus in desk

Head to Head

3Y

Dimensional - US Small Cap ETF · $33.9B$15,968

DFAS

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF · $282M$14,918

$10,000 three years ago, dividends reinvested · they hold 26.2% in common

DFASMeasureSMMV

+15.2%

More Ways to See the Pairs

DFAS vs SMMV: Top 5 Holdings

Today

DFAS

1.4%in top 5

SMMV

in top 56.9%

DFASStockSMMV

not top 5PNW1.5%

not top 5RNR1.4%

not top 5OHI1.4%

not top 5THG1.3%

not top 5ADC1.2%

Cost, Income and Risk

Fees: DFAS, SMMV

Today

0.20%lowest, SMMV

FundExpense ratioFee$10k

SMMV0.20%$20

DFAS0.30%$30

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DFAS, SMMV

1Y

1.56%highest, SMMV

FundTrailing yield

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SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+10.2%

+17.7%1 yearTotal return+11.9%

+16.9%3 years · per year$10,000 became $15,968 · $14,918+14.3%

+6.4%5 years · per year$10,000 became $13,661 · $13,128+5.6%

0.30%Expense ratio$30 · $20 a year on $10k · lower is better0.20%

1.01%Trailing 12-mo yield$101 · $156 a year on $10k1.56%

−9.4%Worst dropSmaller is better−7.0%

16.0%VolatilityLower is calmer9.8%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%MOG-Anot top 5

0.3%AMGnot top 5

0.2%AITnot top 5

Held in common26.2%

End-of-day Nov 12, 2026 · share of each fund

DFAS vs SMMV Returns, Every Period

5Y

DimensionalDFAS

+6.4%

5 years, per year

SMMViShares

+5.6%

5 years, per year

DFASSMMVFaded: behind in that period

4–0DFAS wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFAS vs SMMV

YTD

DimensionalDFAS

+15.2%

SMMViShares

+10.2%

+15.2%Year to date+10.2%

−9.4%Worst drop · 1Y−7.0%

16.0%Volatility · 1Y9.8%

1.0%Yield1.6%

$33.9BAssets$282M

3–1SMMV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

SMMV1.56%$156

DFAS1.01%$101

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

Income After Fees on $10,000

1Y

$136most kept, SMMV

SMMV$156 − $20 = $136

DFAS$101 − $30 = $71

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFAS, SMMV

Today

26.2%most shared, DFAS and SMMV

DFASSMMV

DFAS—26.2%

SMMV26.2%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+17.7%DFAS, at 16.0% volatility

SMMVWorst drop−7.0%9.8% vol

DFASWorst drop−9.4%16.0% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SMMVDFAS

+10.2%Year to date+15.2%

1.6%Yield1.0%

+11.9%Past year+17.7%

0.20%Fee0.30%

2–2level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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DFAS and SMMV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two