Compare · 3 funds side by side · dividends reinvested

DFAS, BSVO and IJH

DFASDimensional×BSVOBridgeway×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 incomeBSVO · 1.23% · $123 a year on $10k

Story of the three · RiskSmallest drop

DFAS, BSVO and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

EA Bridgeway Omni Small-Cap Value ETFUS Stock Styles · Small cap0.45%1.23%+23.0%+27.5%+18.8%[…]−8.3%16.3%$2.5B1.6

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%$124B2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.1%+17.3%+17.2%+6.1%−9.4%16.0%$33.5B2.3

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: DFAS 1992 · BSVO 2010 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

DFAS

BSVO

EA Bridgeway Omni Small-Cap Value ETF · $2.5B[…]

$10,000 five years ago, dividends reinvested · they hold 11.4% in common

DFAS

More Ways to See the Pairs

DFAS vs BSVO: Top 5 Holdings

Today

DFAS

1.4%in top 5

BSVO

in top 54.0%

DFASStockBSVO

not top 5VSXY0.9%

not top 5INSW0.8%

not top 5STNG0.8%

not top 5HG0.8%

not top 5HP0.7%

Cost, Income and Risk

Fees: DFAS, BSVO, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAS0.30%$30

BSVO0.45%$45

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

Yields: DFAS, BSVO, 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%

Measure

BSVO

+15.1%Year to dateJan 1 → Nov 13+23.0%

+17.3%1 yearTotal return+27.5%

+17.2%3 years · per year$10,000 became $16,080 · $16,786+18.8%

+6.1%5 years · per year$10,000 became $13,429 · […][…]

0.30%Expense ratio$30 · $45 a year on $10k · lower is better0.45%

1.01%Trailing 12-mo yield$101 · $123 a year on $10k1.23%

−9.4%Worst dropSmaller is better−8.3%

16.0%VolatilityLower is calmer16.3%

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

2–5BSVO 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 common11.4%

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

DFAS vs BSVO Returns, Every Period

1Y

DimensionalDFAS

+17.3%

past year

BSVOBridgeway

+27.5%

past year

DFASBSVOFaded: behind in that period

0–3BSVO wins

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

DFAS vs BSVO

YTD

DimensionalDFAS

+15.1%

BSVOBridgeway

+23.0%

+15.1%Year to date+23.0%

−9.4%Worst drop · 1Y−8.3%

16.0%Volatility · 1Y16.3%

1.0%Yield1.2%

$33.5BAssets$2.5B

3–1BSVO wins

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

1Y

1.23%highest, BSVO

FundTrailing yieldYield$10k

BSVO1.23%$123

IJH1.22%$122

DFAS1.01%$101

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

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

BSVO$123 − $45 = $78

DFAS$101 − $30 = $71

KeptFee

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

Overlap: DFAS, BSVO, IJH

Today

40.7%most shared, DFAS and IJH

DFASBSVOIJH

DFAS—11.4%40.7%

BSVO11.4%—0.4%

IJH40.7%0.4%—

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

Return vs Bumpiness: 3 ETFs

1Y

+27.5%BSVO, at 16.3% volatility

IJHWorst drop−8.8%15.8% vol

DFASWorst drop−9.4%16.0% vol

BSVOWorst drop−8.3%16.3% vol

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

Paid More vs Made More

YTD

BSVODFAS

+23.0%Year to date+15.1%

1.2%Yield1.0%

+27.5%Past year+17.3%

0.45%Fee0.30%

3–1BSVO wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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DFAS, BSVO and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three