Compare · 3 funds side by side · dividends reinvested

DFAS, FNX and IJH

DFASDimensional×FNXFirst Trust×IJHiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,422FNX · best of the three

Story of the three · IncomeMost incomeIJH · 1.22% · $122 a year on $10k

Story of the three · RiskSmallest drop

DFAS, FNX and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Mid Cap Core AlphaDEX FundUS Stock Styles · Mid cap0.62%0.97%+14.1%+18.2%+18.3%+7.6%−9.2%15.5%$1.4B1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+16.0%+6.9%−8.8%15.7%$125B2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.6%+16.5%+6.9%−9.4%15.9%$34.7B2.1

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

End-of-day Nov 10, 2026 · returns include dividends · since: DFAS 1992 · FNX 2007 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Small Cap ETF · $34.7B$13,953

DFAS

FNX

First Trust Mid Cap Core AlphaDEX Fund · $1.4B$14,422

$10,000 five years ago, dividends reinvested · they hold 45.5% in common

DFASMeasure

More Ways to See the Pairs

DFAS vs FNX: Top 5 Holdings

Today

DFAS

1.3%in top 5

FNX

in top 52.5%

DFASStockFNX

not top 5ADT0.6%

not top 5GKOS0.5%

not top 5EPAM0.5%

not top 5RRC0.5%

not top 5G0.5%

Cost, Income and Risk

Fees: DFAS, FNX, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAS0.30%$30

FNX0.62%$62

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

Yields: DFAS, FNX, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

FNX

+15.7%Year to dateJan 1 → Nov 10+14.1%

+19.6%1 yearTotal return+18.2%

+16.5%3 years · per year$10,000 became $15,805 · $16,539+18.3%

+6.9%5 years · per year$10,000 became $13,953 · $14,422+7.6%

0.30%Expense ratio$30 · $62 a year on $10k · lower is better0.62%

1.01%Trailing 12-mo yield$101 · $97 a year on $10k0.97%

−9.4%Worst dropSmaller is better−9.2%

15.9%VolatilityLower is calmer15.5%

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

4–4Level

End-of-day Nov 10, 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

0.2%CCKnot top 5

0.2%AITnot top 5

Held in common45.5%

End-of-day Nov 10, 2026 · share of each fund

DFAS vs FNX Returns, Every Period

5Y

DimensionalDFAS

+6.9%

5 years, per year

FNXFirst Trust

+7.6%

5 years, per year

DFASFNXFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

DFAS vs IJH

YTD

DimensionalDFAS

+15.7%

IJHiShares

+13.2%

+15.7%Year to date+13.2%

−9.4%Worst drop · 1Y−8.8%

15.9%Volatility · 1Y15.7%

1.0%Yield1.2%

$34.7BAssets$125B

3–1IJH wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

DFAS1.01%$101

FNX0.97%$97

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

DFAS$101 − $30 = $71

FNX$97 − $62 = $35

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DFAS, FNX, IJH

Today

45.5%most shared, DFAS and FNX

DFASFNXIJH

DFAS—45.5%40.7%

FNX45.5%—39.0%

IJH40.7%39.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.6%DFAS, at 15.9% volatility

FNXWorst drop−9.2%15.5% vol

IJHWorst drop−8.8%15.7% vol

DFASWorst drop−9.4%15.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IJHDFAS

+13.2%Year to date+15.7%

1.2%Yield1.0%

+15.7%Past year+19.6%

0.05%Fee0.30%

2–2level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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DFAS, FNX and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three