Compare · 3 funds side by side · dividends reinvested

DFAS, FYT and IJH

DFASDimensional×FYTFirst 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$14,102FYT · best of the three

Story of the three · IncomeMost incomeFYT · 1.83% · $183 a year on $10k

Story of the three · RiskSmallest drop

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%1.83%+26.2%+30.5%+17.5%+7.1%−8.6%16.6%$178M1.5

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%$124B2.1

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.1%+17.3%+17.2%+6.1%−9.4%16.0%$33.5B2.4

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 · FYT 2011 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

DFAS

FYT

First Trust Small Cap Value AlphaDEX Fund · $178M$14,102

$10,000 five years ago, dividends reinvested · they hold 13.5% in common

DFASMeasure

More Ways to See the Pairs

DFAS vs FYT: Top 5 Holdings

Today

DFAS

1.4%in top 5

FYT

in top 54.1%

DFASStockFYT

not top 5ASO0.9%

not top 5DXC0.8%

not top 5ARDT0.8%

not top 5HOG0.8%

not top 5KSS0.8%

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 13, 2026 · fee on $10,000 a year

Yields: DFAS, FYT, 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%

FYT

+15.1%Year to dateJan 1 → Nov 13+26.2%

+17.3%1 yearTotal return+30.5%

+17.2%3 years · per year$10,000 became $16,080 · $16,205+17.5%

+6.1%5 years · per year$10,000 became $13,429 · $14,102+7.1%

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

1.01%Trailing 12-mo yield$101 · $183 a year on $10k1.83%

−9.4%Worst dropSmaller is better−8.6%

16.0%VolatilityLower is calmer16.6%

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

2–6FYT wins

End-of-day Nov 13, 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

0.3%AMGnot top 5

0.2%AITnot top 5

Held in common13.5%

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

DFAS vs FYT Returns, Every Period

5Y

DimensionalDFAS

+6.1%

5 years, per year

FYTFirst Trust

+7.1%

5 years, per year

DFASFYTFaded: behind in that period

0–4FYT wins

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

DFAS vs FYT

YTD

DimensionalDFAS

+15.1%

FYTFirst Trust

+26.2%

+15.1%Year to date+26.2%

−9.4%Worst drop · 1Y−8.6%

16.0%Volatility · 1Y16.6%

1.0%Yield1.8%

$33.5BAssets$178M

3–1FYT wins

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

1Y

1.83%highest, FYT

FundTrailing yieldYield$10k

FYT1.83%$183

IJH1.22%$122

DFAS1.01%$101

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

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

FYT$183 − $70 = $113

DFAS$101 − $30 = $71

KeptFee

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

Overlap: DFAS, FYT, IJH

Today

40.7%most shared, DFAS and IJH

DFASFYTIJH

DFAS—13.5%40.7%

FYT13.5%—3.3%

IJH40.7%3.3%—

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

Return vs Bumpiness: 3 ETFs

1Y

+30.5%FYT, at 16.6% volatility

IJHWorst drop−8.8%15.8% vol

DFASWorst drop−9.4%16.0% vol

FYTWorst drop−8.6%16.6% vol

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

Paid More vs Made More

YTD

FYTDFAS

+26.2%Year to date+15.1%

1.8%Yield1.0%

+30.5%Past year+17.3%

0.70%Fee0.30%

3–1FYT wins

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, FYT and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three