Compare · 3 funds side by side · dividends reinvested

DFAS, CALF and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,461CALF · best of the three

02 / 04

DFAS, CALF and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Pacer US Small Cap Cash Cows ETFUS Stock Styles · Small cap0.59%1.11%+30.5%+36.8%+14.6%+7.7%−7.9%16.2%$3.9B1.9

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%$121B2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$33.8B2.1

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: DFAS 1992 · CALF 2017 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.8B$13,932

DFAS

CALF

Pacer US Small Cap Cash Cows ETF · $3.9B$14,461

$10,000 five years ago, dividends reinvested · they hold 11.8% in common

DFASMeasureCALF

+12.6%Year to dateJan 1 → Nov 5+30.5%

+17.3%1 yearTotal return+36.8%

+17.5%3 years · per year$10,000 became $16,215 · $15,031+14.6%

+6.9%5 years · per year$10,000 became $13,932 · $14,461+7.7%

0.30%Expense ratio$30 · $59 a year on $10k · lower is better0.59%

1.04%Trailing 12-mo yield$104 · $111 a year on $10k1.11%

−9.4%Worst dropSmaller is better−7.9%

15.8%VolatilityLower is calmer16.2%

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

3–5CALF wins

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

More Ways to See the Pairs

DFAS vs CALF: Top 5 Holdings

Today

DFAS

1.4%in top 5

CALF

in top 510.5%

DFASStockCALF

not top 5EXPE2.1%

not top 5SUNB2.1%

not top 5THC2.1%

not top 5OMC2.1%

not top 5CTSH2.1%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%ELANnot top 5

0.2%CCKnot top 5

0.2%AITnot top 5

Held in common11.8%

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

DFAS vs CALF Returns, Every Period

DimensionalDFAS

+6.9%

5 years, per year

CALFPacer

+7.7%

5 years, per year

DFASCALFFaded: behind in that period

1–3CALF wins

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

DFAS vs IJH

YTD

DimensionalDFAS

+12.6%

IJHiShares

+9.5%

+12.6%Year to date+9.5%

−9.4%Worst drop · 1Y−8.8%

15.8%Volatility · 1Y15.5%

1.0%Yield1.3%

$33.8BAssets$121B

3–1IJH wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, CALF, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAS0.30%$30

CALF0.59%$59

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

Yields: DFAS, CALF, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

CALF1.11%$111

DFAS1.04%$104

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAS$104 − $30 = $74

CALF$111 − $59 = $52

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAS, CALF, IJH

Today

40.9%most shared, DFAS and IJH

DFASCALFIJH

DFAS—11.8%40.9%

CALF11.8%—9.1%

IJH40.9%9.1%—

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

Return vs Bumpiness: 3 ETFs

+36.8%CALF, at 16.2% volatility

IJHWorst drop−8.8%15.5% vol

DFASWorst drop−9.4%15.8% vol

CALFWorst drop−7.9%16.2% vol

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

Paid More vs Made More

YTD

IJHCALF

+9.5%Year to date+30.5%

1.3%Yield1.1%

+12.9%Past year+36.8%

0.05%Fee0.59%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026