Compare · 3 funds side by side · dividends reinvested

AFSM, DFAS and IJH

AFSMFirst Trust×DFASDimensional×IJHiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,598AFSM · best of the three

02 / 04

AFSM, DFAS and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Active Factor Small Cap ETFUS Stock Styles · Small cap0.75%0.53%+15.8%+17.5%+19.1%+7.9%−9.6%17.9%$133M2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.7B2.0

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.0

Rank among the three1st → 3rdFee, 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: AFSM 2019 · DFAS 1992 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor Small Cap ETF · $133M$14,598

AFSM

DFAS

Dimensional - US Small Cap ETF · $33.7B$13,927

$10,000 five years ago, dividends reinvested · they hold 16.5% in common

AFSMMeasureDFAS

+15.8%Year to dateJan 1 → Nov 6+12.7%

+17.5%1 yearTotal return+15.9%

+19.1%3 years · per year$10,000 became $16,877 · $16,130+17.3%

+7.9%5 years · per year$10,000 became $14,598 · $13,927+6.8%

0.75%Expense ratio$75 · $30 a year on $10k · lower is better0.30%

0.53%Trailing 12-mo yield$53 · $103 a year on $10k1.03%

−9.6%Worst dropSmaller is better−9.4%

17.9%VolatilityLower is calmer15.7%

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

4–4Level

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

More Ways to See the Pairs

AFSM vs DFAS: Top 5 Holdings

Today

AFSM

4.6%in top 5

DFAS

in top 51.3%

AFSMStockDFAS

1.0%ANFnot top 5

0.9%NHCnot top 5

0.9%PARRnot top 5

0.9%ECPGnot top 5

0.9%MATXnot top 5

not top 5SWKS0.3%

not top 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

not top 5UMBF0.2%

Held in common16.5%

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

AFSM vs DFAS Returns, Every Period

First TrustAFSM

+7.9%

5 years, per year

DFASDimensional

+6.8%

5 years, per year

AFSMDFASFaded: behind in that period

4–0AFSM wins

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

AFSM vs IJH

YTD

First TrustAFSM

+15.8%

IJHiShares

+9.5%

+15.8%Year to date+9.5%

−9.6%Worst drop · 1Y−8.8%

17.9%Volatility · 1Y15.5%

0.5%Yield1.3%

$133MAssets$121B

3–1IJH wins

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

Cost, Income and Risk

Fees: AFSM, DFAS, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAS0.30%$30

AFSM0.75%$75

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

Yields: AFSM, DFAS, IJH

1.25%highest, IJH

FundTrailing yieldYield$10k

IJH1.25%$125

DFAS1.03%$103

AFSM0.53%$53

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

DFAS$103 − $30 = $73

AFSM$53 − $75 = −$22

KeptFee

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

Overlap: AFSM, DFAS, IJH

Today

40.7%most shared, DFAS and IJH

AFSMDFASIJH

AFSM—16.5%7.4%

DFAS16.5%—40.7%

IJH7.4%40.7%—

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

Return vs Bumpiness: 3 ETFs

+17.5%AFSM, at 17.9% volatility

IJHWorst drop−8.8%15.5% vol

DFASWorst drop−9.4%15.7% vol

AFSMWorst drop−9.6%17.9% vol

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

Paid More vs Made More

YTD

IJHAFSM

+9.5%Year to date+15.8%

1.3%Yield0.5%

+12.9%Past year+17.5%

0.05%Fee0.75%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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