Compare · 3 funds side by side · dividends reinvested

AFSM, DFAS and IJH

AFSMFirst Trust×DFASDimensional×IJHiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,330AFSM · best of the three

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

Story of the three · RiskSmallest drop

AFSM, 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%+12.8%+14.5%+16.3%+6.7%−8.8%15.8%$124B1.9

First Trust Active Factor Small Cap ETFUS Stock Styles · Small cap0.75%0.52%+19.5%+21.4%+19.4%+7.5%−9.6%18.1%$136M2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.2%+17.7%+16.9%+6.4%−9.4%16.0%$33.5B2.1

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

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Small Cap ETF · $33.5B$13,661

DFAS

AFSM

First Trust Active Factor Small Cap ETF · $136M$14,330

$10,000 five years ago, dividends reinvested · they hold 16.6% in common

DFAS

More Ways to See the Pairs

DFAS vs AFSM: Top 5 Holdings

Today

DFAS

1.4%in top 5

AFSM

in top 54.5%

DFASStockAFSM

not top 5ETON0.9%

not top 5PARR0.9%

not top 5KNSA0.9%

not top 5NHC0.9%

not top 5ANF0.9%

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 12, 2026 · fee on $10,000 a year

Yields: AFSM, DFAS, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$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%

Measure

AFSM

+15.2%Year to dateJan 1 → Nov 12+19.5%

+17.7%1 yearTotal return+21.4%

+16.9%3 years · per year$10,000 became $15,968 · $17,022+19.4%

+6.4%5 years · per year$10,000 became $13,661 · $14,330+7.5%

0.30%Expense ratio$30 · $75 a year on $10k · lower is better0.75%

1.01%Trailing 12-mo yield$101 · $52 a year on $10k0.52%

−9.4%Worst dropSmaller is better−9.6%

16.0%VolatilityLower is calmer18.1%

DFASAFSM 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 common16.6%

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

DFAS vs AFSM Returns, Every Period

5Y

DimensionalDFAS

+6.4%

5 years, per year

AFSMFirst Trust

+7.5%

5 years, per year

DFASAFSMFaded: behind in that period

0–4AFSM wins

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

DFAS vs IJH

YTD

DimensionalDFAS

+15.2%

IJHiShares

+12.8%

+15.2%Year to date+12.8%

−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 12, 2026 · smaller drop and lower volatility win

1Y

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

DFAS1.01%$101

AFSM0.52%$52

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

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

DFAS$101 − $30 = $71

AFSM$52 − $75 = −$23

KeptFee

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

Overlap: AFSM, DFAS, IJH

Today

40.7%most shared, DFAS and IJH

AFSMDFASIJH

AFSM—16.6%7.3%

DFAS16.6%—40.7%

IJH7.3%40.7%—

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

Return vs Bumpiness: 3 ETFs

1Y

+21.4%AFSM, at 18.1% volatility

IJHWorst drop−8.8%15.8% vol

DFASWorst drop−9.4%16.0% vol

AFSMWorst drop−9.6%18.1% vol

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

Paid More vs Made More

YTD

IJHAFSM

+12.8%Year to date+19.5%

1.2%Yield0.5%

+14.5%Past year+21.4%

0.05%Fee0.75%

2–2level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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AFSM, DFAS and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three