Compare · 3 funds side by side · dividends reinvested

DFAS, ESSC and IJH

DFASDimensional×ESSCEventide×IJHiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,932DFAS · best of the three

02 / 04

DFAS, ESSC and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$35.2B1.5

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%$125B1.5

Eventide Small Cap ETFUS Stock Styles · Small cap0.49%0.61%+8.4%+12.8%[…][…]−12.5%18.3%$34M3.0

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 · ESSC 2025 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Eventide Small Cap ETF · $34M[…]

ESSC

DFAS

Dimensional - US Small Cap ETF · $35.2B$13,932

$10,000 five years ago, dividends reinvested · they hold 17.9% in common

ESSCMeasureDFAS

+8.4%Year to dateJan 1 → Nov 5+12.6%

+12.8%1 yearTotal return+17.3%

[…]3 years · per year$10,000 became […] · $16,215+17.5%

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

0.49%Expense ratio$49 · $30 a year on $10k · lower is better0.30%

0.61%Trailing 12-mo yield$61 · $104 a year on $10k1.04%

−12.5%Worst dropSmaller is better−9.4%

18.3%VolatilityLower is calmer15.8%

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

0–6DFAS wins

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

More Ways to See the Pairs

ESSC vs DFAS: Top 5 Holdings

Today

ESSC

4.1%in top 5

DFAS

in top 51.4%

ESSCStockDFAS

0.8%ESInot top 5

0.8%AROCnot top 5

0.8%RRCnot top 5

0.8%ASBnot top 5

0.8%FNBnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5ELAN0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common17.9%

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

ESSC vs DFAS Returns, Every Period

EventideESSC

+12.8%

past year

DFASDimensional

+17.3%

past year

ESSCDFASFaded: behind in that period

0–2DFAS wins

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

ESSC vs IJH

YTD

EventideESSC

+8.4%

IJHiShares

+9.5%

+8.4%Year to date+9.5%

−12.5%Worst drop · 1Y−8.8%

18.3%Volatility · 1Y15.5%

0.6%Yield1.3%

$34.0MAssets$125B

4–0IJH wins

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

Cost, Income and Risk

Fees: DFAS, ESSC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAS0.30%$30

ESSC0.49%$49

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

Yields: DFAS, ESSC, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

DFAS1.04%$104

ESSC0.61%$61

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

ESSC$61 − $49 = $12

KeptFee

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

Overlap: DFAS, ESSC, IJH

Today

40.9%most shared, DFAS and IJH

DFASESSCIJH

DFAS—17.9%40.9%

ESSC17.9%—11.3%

IJH40.9%11.3%—

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

Return vs Bumpiness: 3 ETFs

+17.3%DFAS, at 15.8% volatility

IJHWorst drop−8.8%15.5% vol

DFASWorst drop−9.4%15.8% vol

ESSCWorst drop−12.5%18.3% vol

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

Paid More vs Made More

YTD

IJHDFAS

+9.5%Year to date+12.6%

1.3%Yield1.0%

+12.9%Past year+17.3%

0.05%Fee0.30%

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