Compare · 3 funds side by side · dividends reinvested

ISCG, DFAS and IJH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,674IJH · best of the three

Story of the three · IncomeMost incomeIJH · 1.22% · $122 a year on $10k

Story of the three · RiskSmallest drop

ISCG, DFAS and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.7%+14.0%+16.4%+6.5%−8.8%15.8%$124B1.5

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.1%+17.3%+17.2%+6.1%−9.4%16.0%$33.5B1.9

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.66%+10.5%+11.7%+18.6%+3.2%−11.4%18.8%$959M2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: ISCG 2004 · DFAS 1992 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

3Y

Dimensional - US Small Cap ETF · $33.5B$16,080

DFAS

ISCG

iShares Morningstar Small-Cap Growth ETF · $959M$16,699

$10,000 three years ago, dividends reinvested · they hold 50.2% in common

DFAS

More Ways to See the Pairs

DFAS vs ISCG: Top 5 Holdings

Today

DFAS

1.4%in top 5

ISCG

in top 53.7%

DFASStockISCG

not top 5OKTA1.0%

not top 5TEAM0.8%

not top 5GH0.7%

not top 5U0.6%

not top 5NBIX0.6%

Cost, Income and Risk

Fees: ISCG, DFAS, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

ISCG0.06%$6

DFAS0.30%$30

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: ISCG, DFAS, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

ISCG

+15.1%Year to dateJan 1 → Nov 13+10.5%

+17.3%1 yearTotal return+11.7%

+17.2%3 years · per year$10,000 became $16,080 · $16,699+18.6%

+6.1%5 years · per year$10,000 became $13,429 · $11,695+3.2%

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

1.01%Trailing 12-mo yield$101 · $66 a year on $10k0.66%

−9.4%Worst dropSmaller is better−11.4%

16.0%VolatilityLower is calmer18.8%

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

6–2DFAS wins

End-of-day Nov 13, 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 common50.2%

End-of-day Nov 13, 2026 · share of each fund

DFAS vs ISCG Returns, Every Period

5Y

DimensionalDFAS

+6.1%

5 years, per year

ISCGiShares

+3.2%

5 years, per year

DFASISCGFaded: behind in that period

3–1DFAS wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DFAS vs IJH

YTD

DimensionalDFAS

+15.1%

IJHiShares

+12.7%

+15.1%Year to date+12.7%

−9.4%Worst drop · 1Y−8.8%

16.0%Volatility · 1Y15.8%

1.0%Yield1.2%

$33.5BAssets$124B

3–1IJH wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

DFAS1.01%$101

ISCG0.66%$66

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

DFAS$101 − $30 = $71

ISCG$66 − $6 = $60

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: ISCG, DFAS, IJH

Today

50.2%most shared, ISCG and DFAS

ISCGDFASIJH

ISCG—50.2%39.0%

DFAS50.2%—40.7%

IJH39.0%40.7%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.3%DFAS, at 16.0% volatility

IJHWorst drop−8.8%15.8% vol

DFASWorst drop−9.4%16.0% vol

ISCGWorst drop−11.4%18.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

IJHDFAS

+12.7%Year to date+15.1%

1.2%Yield1.0%

+14.0%Past year+17.3%

0.05%Fee0.30%

2–2level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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ISCG, DFAS and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three