Compare · 3 funds side by side · dividends reinvested

DFAS, AVSC and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,927DFAS · best of the three

02 / 04

DFAS, AVSC 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%+20.3%+23.8%+20.1%[…]−8.1%16.1%$3.2B1.7

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

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.7B2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAS 1992 · AVSC 2022 · 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 · $33.7B$13,927

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

AVSCMeasureDFAS

+20.3%Year to dateJan 1 → Nov 6+12.7%

+23.8%1 yearTotal return+15.9%

+20.1%3 years · per year$10,000 became $17,318 · $16,130+17.3%

[…]5 years · per year$10,000 became […] · $13,927+6.8%

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

1.00%Trailing 12-mo yield$100 · $103 a year on $10k1.03%

−8.1%Worst dropSmaller is better−9.4%

16.1%VolatilityLower is calmer15.7%

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

5–2AVSC wins

End-of-day Nov 6, 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 51.3%

AVSCStockDFAS

0.4%LIVNnot top 5

0.4%CONnot top 5

0.4%FTDRnot top 5

0.4%HAEnot top 5

0.3%TENBnot top 5

not top 5SWKS0.3%

not top 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

not top 5UMBF0.2%

Held in common42.2%

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

AVSC vs DFAS Returns, Every Period

AvantisAVSC

+23.8%

past year

DFASDimensional

+15.9%

past year

AVSCDFASFaded: behind in that period

3–0AVSC wins

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

AVSC vs IJH

YTD

AvantisAVSC

+20.3%

IJHiShares

+9.5%

+20.3%Year to date+9.5%

−8.1%Worst drop · 1Y−8.8%

16.1%Volatility · 1Y15.5%

1.0%Yield1.3%

$3.2BAssets$121B

2–2level

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

Cost, Income and Risk

Fees: DFAS, AVSC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

AVSC0.25%$25

DFAS0.30%$30

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

Yields: DFAS, AVSC, IJH

1.25%highest, IJH

FundTrailing yieldYield$10k

IJH1.25%$125

DFAS1.03%$103

AVSC1.00%$100

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

AVSC$100 − $25 = $75

DFAS$103 − $30 = $73

KeptFee

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

Overlap: DFAS, AVSC, IJH

Today

42.2%most shared, DFAS and AVSC

DFASAVSCIJH

DFAS—42.2%40.7%

AVSC42.2%—10.9%

IJH40.7%10.9%—

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

Return vs Bumpiness: 3 ETFs

+23.8%AVSC, at 16.1% volatility

IJHWorst drop−8.8%15.5% vol

DFASWorst drop−9.4%15.7% vol

AVSCWorst drop−8.1%16.1% vol

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

Paid More vs Made More

YTD

IJHAVSC

+9.5%Year to date+20.3%

1.3%Yield1.0%

+12.9%Past year+23.8%

0.05%Fee0.25%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026