Compare · 3 funds side by side · dividends reinvested

DFAS, FNX and IJH

DFASDimensional×FNXFirst Trust×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$14,004FNX · 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%0.98%+13.1%+15.2%+17.9%+7.0%−9.2%15.5%$1.4B1.9

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%$33.5B2.1

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

End-of-day Nov 13, 2026 · returns include dividends · since: DFAS 1992 · FNX 2007 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Mid Cap Core AlphaDEX Fund · $1.4B$14,004

FNX

DFAS

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

$10,000 five years ago, dividends reinvested · they hold 45.6% in common

FNXMeasure

More Ways to See the Pairs

FNX vs DFAS: Top 5 Holdings

Today

FNX

2.6%in top 5

DFAS

in top 51.4%

FNXStockDFAS

0.6%ADTnot top 5

0.5%EPAMnot top 5

0.5%GKOSnot top 5

0.5%RRCnot top 5

0.5%Gnot top 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 13, 2026 · fee on $10,000 a year

Yields: DFAS, FNX, 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%

DFAS

+13.1%Year to dateJan 1 → Nov 13+15.1%

+15.2%1 yearTotal return+17.3%

+17.9%3 years · per year$10,000 became $16,380 · $16,080+17.2%

+7.0%5 years · per year$10,000 became $14,004 · $13,429+6.1%

0.62%Expense ratio$62 · $30 a year on $10k · lower is better0.30%

0.98%Trailing 12-mo yield$98 · $101 a year on $10k1.01%

−9.2%Worst dropSmaller is better−9.4%

15.5%VolatilityLower is calmer16.0%

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

4–4Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5MOG-A0.3%

not top 5AMG0.3%

not top 5AIT0.2%

Held in common45.6%

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

FNX vs DFAS Returns, Every Period

5Y

First TrustFNX

+7.0%

5 years, per year

DFASDimensional

+6.1%

5 years, per year

FNXDFASFaded: behind in that period

2–2Level

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

FNX vs IJH

YTD

First TrustFNX

+13.1%

IJHiShares

+12.7%

+13.1%Year to date+12.7%

−9.2%Worst drop · 1Y−8.8%

15.5%Volatility · 1Y15.8%

1.0%Yield1.2%

$1.4BAssets$124B

2–2level

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

1Y

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

DFAS1.01%$101

FNX0.98%$98

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

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

DFAS$101 − $30 = $71

FNX$98 − $62 = $36

KeptFee

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

Overlap: DFAS, FNX, IJH

Today

45.6%most shared, DFAS and FNX

DFASFNXIJH

DFAS—45.6%40.7%

FNX45.6%—39.0%

IJH40.7%39.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+17.3%DFAS, at 16.0% volatility

FNXWorst drop−9.2%15.5% vol

IJHWorst drop−8.8%15.8% vol

DFASWorst drop−9.4%16.0% vol

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

Paid More vs Made More

YTD

IJHDFAS

+12.7%Year to date+15.1%

1.2%Yield1.0%

+14.0%Past year+17.3%

0.05%Fee0.30%

2–2level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 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