Compare · 4 funds side by side · dividends reinvested

DFAS, FSCC, IJH and IWF

DFASDimensional×FSCCFederated Hermes×IJHiShares×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,892IWF · best of the four

02 / 04

DFAS, FSCC, IJH and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$125B1.9

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$34.7B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.9

Federated Hermes MDT Small Cap Core ETFUS Stock Styles · Small cap0.50%0.24%+14.0%+17.7%[…][…]−11.8%18.7%$444M3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: DFAS 1992 · FSCC 2024 · IJH 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $34.7B$14,033

DFAS

FSCC

Federated Hermes MDT Small Cap Core ETF · $444M[…]

$10,000 five years ago, dividends reinvested · they hold 12.9% in common

DFASMeasureFSCC

+16.1%Year to dateJan 1 → Nov 9+14.0%

+20.9%1 yearTotal return+17.7%

+17.5%3 years · per year$10,000 became $16,239 · […][…]

+7.0%5 years · per year$10,000 became $14,033 · […][…]

0.30%Expense ratio$30 · $50 a year on $10k · lower is better0.50%

1.00%Trailing 12-mo yield$100 · $24 a year on $10k0.24%

−9.4%Worst dropSmaller is better−11.8%

15.9%VolatilityLower is calmer18.7%

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

6–0DFAS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAS vs FSCC: Top 5 Holdings

Today

DFAS

1.3%in top 5

FSCC

in top 57.6%

DFASStockFSCC

not top 5AHR2.3%

not top 5CLBK1.4%

not top 5AI1.3%

not top 5HG1.3%

not top 5PSTL1.3%

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%CCKnot top 5

0.2%MOG-Anot top 5

0.2%SJMnot top 5

Held in common12.9%

End-of-day Nov 9, 2026 · share of each fund

DFAS vs FSCC Returns, Every Period

DimensionalDFAS

+20.9%

past year

FSCCFederated Hermes

+17.7%

past year

DFASFSCCFaded: behind in that period

2–0DFAS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFAS vs IJH

YTD

DimensionalDFAS

+16.1%

IJHiShares

+13.6%

+16.1%Year to date+13.6%

−9.4%Worst drop · 1Y−8.8%

15.9%Volatility · 1Y15.8%

1.0%Yield1.2%

$34.7BAssets$125B

3–1IJH wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, FSCC, IJH, IWF

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWF0.18%$18

DFAS0.30%$30

FSCC0.50%$50

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAS, FSCC, IJH, IWF

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

DFAS1.00%$100

IWF0.38%$38

FSCC0.24%$24

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFAS$100 − $30 = $70

IWF$38 − $18 = $20

FSCC$24 − $50 = −$26

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAS, FSCC, IJH, IWF

Today

40.7%most shared, DFAS and IJH

DFASFSCCIJHIWF

DFAS—12.9%40.7%1.4%

FSCC12.9%—5.6%0.3%

IJH40.7%5.6%—1.8%

IWF1.4%0.3%1.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+20.9%DFAS, at 15.9% volatility

IJHWorst drop−8.8%15.8% vol

DFASWorst drop−9.4%15.9% vol

FSCCWorst drop−11.8%18.7% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IJHDFAS

+13.6%Year to date+16.1%

1.2%Yield1.0%

+17.5%Past year+20.9%

0.05%Fee0.30%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026