Compare · 3 funds side by side · dividends reinvested

DFAS, FYT and IJH

DFASDimensional×FYTFirst Trust×IJHiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,651FYT · best of the three

02 / 04

DFAS, FYT and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Small Cap Value AlphaDEX FundUS Stock Styles · Small cap0.70%1.85%+24.9%+29.9%+17.9%+7.9%−8.6%16.4%$175M1.5

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.7B2.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAS 1992 · FYT 2011 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.7B$13,927

DFAS

FYT

First Trust Small Cap Value AlphaDEX Fund · $175M$14,651

$10,000 five years ago, dividends reinvested · they hold 13.9% in common

DFASMeasureFYT

+12.7%Year to dateJan 1 → Nov 6+24.9%

+15.9%1 yearTotal return+29.9%

+17.3%3 years · per year$10,000 became $16,130 · $16,370+17.9%

+6.8%5 years · per year$10,000 became $13,927 · $14,651+7.9%

0.30%Expense ratio$30 · $70 a year on $10k · lower is better0.70%

1.03%Trailing 12-mo yield$103 · $185 a year on $10k1.85%

−9.4%Worst dropSmaller is better−8.6%

15.7%VolatilityLower is calmer16.4%

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

2–6FYT wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAS vs FYT: Top 5 Holdings

Today

DFAS

1.3%in top 5

FYT

in top 54.1%

DFASStockFYT

not top 5ASO0.9%

not top 5DXC0.8%

not top 5HOG0.8%

not top 5MMS0.8%

not top 5KSS0.8%

0.3%SWKSnot top 5

0.3%CCKnot top 5

0.3%SJMnot top 5

0.3%BJnot top 5

0.2%UMBFnot top 5

Held in common13.9%

End-of-day Nov 6, 2026 · share of each fund

DFAS vs FYT Returns, Every Period

DimensionalDFAS

+6.8%

5 years, per year

FYTFirst Trust

+7.9%

5 years, per year

DFASFYTFaded: behind in that period

0–4FYT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFAS vs FYT

YTD

DimensionalDFAS

+12.7%

FYTFirst Trust

+24.9%

+12.7%Year to date+24.9%

−9.4%Worst drop · 1Y−8.6%

15.7%Volatility · 1Y16.4%

1.0%Yield1.8%

$33.7BAssets$175M

3–1FYT wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, FYT, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAS0.30%$30

FYT0.70%$70

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAS, FYT, IJH

1.85%highest, FYT

FundTrailing yieldYield$10k

FYT1.85%$185

IJH1.25%$125

DFAS1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

FYT$185 − $70 = $115

DFAS$103 − $30 = $73

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAS, FYT, IJH

Today

40.7%most shared, DFAS and IJH

DFASFYTIJH

DFAS—13.9%40.7%

FYT13.9%—3.5%

IJH40.7%3.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.9%FYT, at 16.4% volatility

IJHWorst drop−8.8%15.5% vol

DFASWorst drop−9.4%15.7% vol

FYTWorst drop−8.6%16.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FYTDFAS

+24.9%Year to date+12.7%

1.8%Yield1.0%

+29.9%Past year+15.9%

0.70%Fee0.30%

3–1FYT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026