Compare · 3 funds side by side · dividends reinvested

DFAS, FYC and IJH

DFASDimensional×FYCFirst 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$14,386FYC · best of the three

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

Story of the three · RiskSmallest drop

DFAS, FYC and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$124B1.9

First Trust Small Cap Growth AlphaDEX FundUS Stock Styles · Small cap0.70%0.12%+17.4%+20.7%+28.1%+7.5%−13.7%21.9%$1.4B2.0

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 · FYC 2011 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Small Cap Growth AlphaDEX Fund · $1.4B$14,386

FYC

DFAS

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

$10,000 five years ago, dividends reinvested · they hold 9.3% in common

FYCMeasure

More Ways to See the Pairs

FYC vs DFAS: Top 5 Holdings

Today

FYC

4.7%in top 5

DFAS

in top 51.4%

FYCStockDFAS

1.1%XERSnot top 5

1.0%APPNnot top 5

0.9%AGLnot top 5

0.9%STGWnot top 5

0.8%FIGSnot top 5

Cost, Income and Risk

Fees: DFAS, FYC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAS0.30%$30

FYC0.70%$70

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: DFAS, FYC, 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

+17.4%Year to dateJan 1 → Nov 13+15.1%

+20.7%1 yearTotal return+17.3%

+28.1%3 years · per year$10,000 became $21,018 · $16,080+17.2%

+7.5%5 years · per year$10,000 became $14,386 · $13,429+6.1%

0.70%Expense ratio$70 · $30 a year on $10k · lower is better0.30%

0.12%Trailing 12-mo yield$12 · $101 a year on $10k1.01%

−13.7%Worst dropSmaller is better−9.4%

21.9%VolatilityLower is calmer16.0%

FYCDFAS 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 common9.3%

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

FYC vs DFAS Returns, Every Period

5Y

First TrustFYC

+7.5%

5 years, per year

DFASDimensional

+6.1%

5 years, per year

FYCDFASFaded: behind in that period

4–0FYC wins

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

FYC vs IJH

YTD

First TrustFYC

+17.4%

IJHiShares

+12.7%

+17.4%Year to date+12.7%

−13.7%Worst drop · 1Y−8.8%

21.9%Volatility · 1Y15.8%

0.1%Yield1.2%

$1.4BAssets$124B

3–1IJH wins

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

FYC0.12%$12

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

FYC$12 − $70 = −$59

KeptFee

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

Overlap: DFAS, FYC, IJH

Today

40.7%most shared, DFAS and IJH

DFASFYCIJH

DFAS—9.3%40.7%

FYC9.3%—0.8%

IJH40.7%0.8%—

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

Return vs Bumpiness: 3 ETFs

1Y

+20.7%FYC, at 21.9% volatility

IJHWorst drop−8.8%15.8% vol

DFASWorst drop−9.4%16.0% vol

FYCWorst drop−13.7%21.9% vol

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

Paid More vs Made More

YTD

IJHFYC

+12.7%Year to date+17.4%

1.2%Yield0.1%

+14.0%Past year+20.7%

0.05%Fee0.70%

2–2level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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DFAS, FYC and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three