Compare · 3 funds side by side · dividends reinvested

CSB, DFAS and IJH

CSBVictoryShares×DFASDimensional×IJHiShares×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,674IJH · best of the three

Story of the three · IncomeMost incomeCSB · 3.10% · $310 a year on $10k

Story of the three · RiskSmallest drop

CSB, 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%+12.7%+14.0%+16.4%+6.5%−8.8%15.8%$124B1.9

VictoryShares US Small Cap High Div Volatility Wtd ETFUS Stock Styles · Small cap0.39%3.10%+16.8%+18.6%+15.1%+4.8%−9.5%13.0%$246M2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.1%+17.3%+17.2%+6.1%−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 13, 2026 · returns include dividends · since: CSB 2015 · DFAS 1992 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Small Cap ETF · $33.5B$13,429

DFAS

IJH

iShares Core S&P Mid-Cap ETF · $124B$13,674

$10,000 five years ago, dividends reinvested · they hold 40.7% in common

DFASMeasure

More Ways to See the Pairs

DFAS vs IJH: Top 5 Holdings

Today

DFAS

1.4%in top 5

IJH

in top 53.6%

DFASStockIJH

not top 5FTI0.7%

not top 5UTHR0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Cost, Income and Risk

Fees: CSB, DFAS, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAS0.30%$30

CSB0.39%$39

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: CSB, DFAS, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

IJH

+15.1%Year to dateJan 1 → Nov 13+12.7%

+17.3%1 yearTotal return+14.0%

+17.2%3 years · per year$10,000 became $16,080 · $15,788+16.4%

+6.1%5 years · per year$10,000 became $13,429 · $13,674+6.5%

0.30%Expense ratio$30 · $5 a year on $10k · lower is better0.05%

1.01%Trailing 12-mo yield$101 · $122 a year on $10k1.22%

−9.4%Worst dropSmaller is better−8.8%

16.0%VolatilityLower is calmer15.8%

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

3–5IJH wins

End-of-day Nov 13, 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 common40.7%

End-of-day Nov 13, 2026 · share of each fund

DFAS vs IJH Returns, Every Period

5Y

DimensionalDFAS

+6.1%

5 years, per year

IJHiShares

+6.5%

5 years, per year

DFASIJHFaded: behind in that period

3–1DFAS wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DFAS vs CSB

YTD

DimensionalDFAS

+15.1%

CSBVictoryShares

+16.8%

+15.1%Year to date+16.8%

−9.4%Worst drop · 1Y−9.5%

16.0%Volatility · 1Y13.0%

1.0%Yield3.1%

$33.5BAssets$246M

3–1CSB wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

3.10%highest, CSB

FundTrailing yieldYield$10k

CSB3.10%$310

IJH1.22%$122

DFAS1.01%$101

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$271most kept, CSB

CSB$310 − $39 = $271

IJH$122 − $5 = $117

DFAS$101 − $30 = $71

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: CSB, DFAS, IJH

Today

40.7%most shared, DFAS and IJH

CSBDFASIJH

CSB—9.0%6.6%

DFAS9.0%—40.7%

IJH6.6%40.7%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+18.6%CSB, at 13.0% volatility

CSBWorst drop−9.5%13.0% vol

IJHWorst drop−8.8%15.8% vol

DFASWorst drop−9.4%16.0% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

CSBDFAS

+16.8%Year to date+15.1%

3.1%Yield1.0%

+18.6%Past year+17.3%

0.39%Fee0.30%

3–1CSB wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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CSB, DFAS and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three