Compare · 3 funds side by side · dividends reinvested

AVSC, DFAS and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,758DFAS · best of the three

02 / 04

AVSC, DFAS and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis U.S. Small Cap Equity ETFUS Stock Styles · Small cap0.25%0.96%+25.0%+28.8%+22.1%[…]−8.1%15.7%$3.2B1.7

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$35.2B2.1

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

End-of-day Nov 4, 2026 · returns include dividends · since: AVSC 2022 · DFAS 1992 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Small Cap Equity ETF · $3.2B[…]

AVSC

DFAS

Dimensional - US Small Cap ETF · $35.2B$14,758

$10,000 five years ago, dividends reinvested · they hold 42.2% in common

AVSCMeasureDFAS

+25.0%Year to dateJan 1 → Nov 4+17.0%

+28.8%1 yearTotal return+20.4%

+22.1%3 years · per year$10,000 became $18,188 · $16,976+19.3%

[…]5 years · per year$10,000 became […] · $14,758+8.1%

0.25%Expense ratio$25 · $30 a year on $10k · lower is better0.30%

0.96%Trailing 12-mo yield$96 · $100 a year on $10k1.00%

−8.1%Worst dropSmaller is better−9.4%

15.7%VolatilityLower is calmer15.3%

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

5–2AVSC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AVSC vs DFAS: Top 5 Holdings

Today

AVSC

1.8%in top 5

DFAS

in top 51.4%

AVSCStockDFAS

0.4%LIVNnot top 5

0.4%CONnot top 5

0.3%HAEnot top 5

0.3%ANFnot top 5

0.3%TENBnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5ELAN0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common42.2%

End-of-day Nov 4, 2026 · share of each fund

AVSC vs DFAS Returns, Every Period

AvantisAVSC

+28.8%

past year

DFASDimensional

+20.4%

past year

AVSCDFASFaded: behind in that period

3–0AVSC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AVSC vs IJH

YTD

AvantisAVSC

+25.0%

IJHiShares

+13.9%

+25.0%Year to date+13.9%

−8.1%Worst drop · 1Y−8.8%

15.7%Volatility · 1Y15.0%

1.0%Yield1.2%

$3.2BAssets$125B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVSC, DFAS, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

AVSC0.25%$25

DFAS0.30%$30

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AVSC, DFAS, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

DFAS1.00%$100

AVSC0.96%$96

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

AVSC$96 − $25 = $71

DFAS$100 − $30 = $70

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AVSC, DFAS, IJH

Today

42.2%most shared, AVSC and DFAS

AVSCDFASIJH

AVSC—42.2%10.8%

DFAS42.2%—40.9%

IJH10.8%40.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+28.8%AVSC, at 15.7% volatility

IJHWorst drop−8.8%15.0% vol

DFASWorst drop−9.4%15.3% vol

AVSCWorst drop−8.1%15.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IJHAVSC

+13.9%Year to date+25.0%

1.2%Yield1.0%

+16.4%Past year+28.8%

0.05%Fee0.25%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026