Compare · 2 funds side by side · dividends reinvested

DFAS and SMLL

DFASDimensional×SMLLHarbor×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,927DFAS · best of the two

02 / 04

DFAS and SMLL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.7B1.1

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.11%+12.3%+10.7%[…][…]−12.1%17.5%$13M1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAS 1992 · SMLL 2024

Head to Head

Swap sides Versus in desk

Head to Head

YTD

Dimensional - US Small Cap ETF · $33.7B$11,270

DFAS

SMLL

Harbor Active Small Cap ETF (SMLL) · $13M$11,230

$10,000 since Jan 1, dividends reinvested · they hold 3.8% in common

DFASMeasureSMLL

+12.7%Year to dateJan 1 → Nov 6+12.3%

+15.9%1 yearTotal return+10.7%

+17.3%3 years · per year$10,000 became $16,130 · […][…]

+6.8%5 years · per year$10,000 became $13,927 · […][…]

0.30%Expense ratio$30 · $80 a year on $10k · lower is better0.80%

1.03%Trailing 12-mo yield$103 · $211 a year on $10k2.11%

−9.4%Worst dropSmaller is better−12.1%

15.7%VolatilityLower is calmer17.5%

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

5–1DFAS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAS vs SMLL: Top 5 Holdings

Today

DFAS

1.3%in top 5

SMLL

in top 522.9%

DFASStockSMLL

not top 5POOL5.8%

not top 5MORN5.7%

not top 5PCTY4.1%

not top 5WTFC3.8%

not top 5DOCS3.6%

0.3%SWKSnot top 5

0.3%CCKnot top 5

0.3%SJMnot top 5

0.3%BJnot top 5

0.2%UMBFnot top 5

Held in common3.8%

End-of-day Nov 6, 2026 · share of each fund

DFAS vs SMLL Returns, Every Period

DimensionalDFAS

+15.9%

past year

SMLLHarbor

+10.7%

past year

DFASSMLLFaded: behind in that period

2–0DFAS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFAS vs SMLL

YTD

DimensionalDFAS

+12.7%

SMLLHarbor

+12.3%

+12.7%Year to date+12.3%

−9.4%Worst drop · 1Y−12.1%

15.7%Volatility · 1Y17.5%

1.0%Yield2.1%

$33.7BAssets$13.4M

3–1DFAS wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, SMLL

Today

0.30%lowest, DFAS

FundExpense ratioFee$10k

DFAS0.30%$30

SMLL0.80%$80

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAS, SMLL

2.11%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.11%$211

DFAS1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$131most kept, SMLL

SMLL$211 − $80 = $131

DFAS$103 − $30 = $73

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAS, SMLL

Today

3.8%most shared, DFAS and SMLL

DFASSMLL

DFAS—3.8%

SMLL3.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.9%DFAS, at 15.7% volatility

DFASWorst drop−9.4%15.7% vol

SMLLWorst drop−12.1%17.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SMLLDFAS

+12.3%Year to date+12.7%

2.1%Yield1.0%

+10.7%Past year+15.9%

0.80%Fee0.30%

3–1DFAS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026