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$13,932DFAS · 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%1.00%+20.2%+25.5%+20.3%[…]−8.1%16.1%$3.2B1.7

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$125B2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$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 5, 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$13,932

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

AVSCMeasureDFAS

+20.2%Year to dateJan 1 → Nov 5+12.6%

+25.5%1 yearTotal return+17.3%

+20.3%3 years · per year$10,000 became $17,409 · $16,215+17.5%

[…]5 years · per year$10,000 became […] · $13,932+6.9%

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

1.00%Trailing 12-mo yield$100 · $104 a year on $10k1.04%

−8.1%Worst dropSmaller is better−9.4%

16.1%VolatilityLower is calmer15.8%

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

5–2AVSC wins

End-of-day Nov 5, 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 5, 2026 · share of each fund

AVSC vs DFAS Returns, Every Period

AvantisAVSC

+25.5%

past year

DFASDimensional

+17.3%

past year

AVSCDFASFaded: behind in that period

3–0AVSC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

AVSC vs IJH

YTD

AvantisAVSC

+20.2%

IJHiShares

+9.5%

+20.2%Year to date+9.5%

−8.1%Worst drop · 1Y−8.8%

16.1%Volatility · 1Y15.5%

1.0%Yield1.3%

$3.2BAssets$125B

2–2level

End-of-day Nov 5, 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 5, 2026 · fee on $10,000 a year

Yields: AVSC, DFAS, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

DFAS1.04%$104

AVSC1.00%$100

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

AVSC$100 − $25 = $75

DFAS$104 − $30 = $74

KeptFee

End-of-day Nov 5, 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 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.5%AVSC, at 16.1% volatility

IJHWorst drop−8.8%15.5% vol

DFASWorst drop−9.4%15.8% vol

AVSCWorst drop−8.1%16.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IJHAVSC

+9.5%Year to date+20.2%

1.3%Yield1.0%

+12.9%Past year+25.5%

0.05%Fee0.25%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026