Compare · 3 funds side by side · dividends reinvested

DFAS, FYX and IJH

DFASDimensional×FYXFirst Trust×IJHiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,173FYX · best of the three

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

Story of the three · RiskSmallest drop

DFAS, FYX and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Small Cap Core AlphaDEX FundUS Stock Styles · Small cap0.58%1.09%+24.5%+30.3%+21.6%+8.7%−8.8%16.7%$1.4B1.6

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+16.0%+6.9%−8.8%15.7%$124B2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.6%+16.5%+6.9%−9.4%15.9%$33.6B2.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: DFAS 1992 · FYX 2007 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Small Cap ETF · $33.6B$13,953

DFAS

FYX

First Trust Small Cap Core AlphaDEX Fund · $1.4B$15,173

$10,000 five years ago, dividends reinvested · they hold 23.4% in common

DFASMeasure

More Ways to See the Pairs

DFAS vs FYX: Top 5 Holdings

Today

DFAS

1.3%in top 5

FYX

in top 52.2%

DFASStockFYX

not top 5XERS0.5%

not top 5ASO0.4%

not top 5APPN0.4%

not top 5STGW0.4%

not top 5DXC0.4%

Cost, Income and Risk

Fees: DFAS, FYX, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAS0.30%$30

FYX0.58%$58

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

Yields: DFAS, FYX, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

FYX

+15.7%Year to dateJan 1 → Nov 10+24.5%

+19.6%1 yearTotal return+30.3%

+16.5%3 years · per year$10,000 became $15,805 · $17,995+21.6%

+6.9%5 years · per year$10,000 became $13,953 · $15,173+8.7%

0.30%Expense ratio$30 · $58 a year on $10k · lower is better0.58%

1.01%Trailing 12-mo yield$101 · $109 a year on $10k1.09%

−9.4%Worst dropSmaller is better−8.8%

15.9%VolatilityLower is calmer16.7%

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

2–6FYX wins

End-of-day Nov 10, 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

0.2%CCKnot top 5

0.2%AITnot top 5

Held in common23.4%

End-of-day Nov 10, 2026 · share of each fund

DFAS vs FYX Returns, Every Period

5Y

DimensionalDFAS

+6.9%

5 years, per year

FYXFirst Trust

+8.7%

5 years, per year

DFASFYXFaded: behind in that period

0–4FYX wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

DFAS vs IJH

YTD

DimensionalDFAS

+15.7%

IJHiShares

+13.2%

+15.7%Year to date+13.2%

−9.4%Worst drop · 1Y−8.8%

15.9%Volatility · 1Y15.7%

1.0%Yield1.2%

$33.6BAssets$124B

3–1IJH wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

FYX1.09%$109

DFAS1.01%$101

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

DFAS$101 − $30 = $71

FYX$109 − $58 = $51

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DFAS, FYX, IJH

Today

40.7%most shared, DFAS and IJH

DFASFYXIJH

DFAS—23.4%40.7%

FYX23.4%—4.1%

IJH40.7%4.1%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+30.3%FYX, at 16.7% volatility

IJHWorst drop−8.8%15.7% vol

DFASWorst drop−9.4%15.9% vol

FYXWorst drop−8.8%16.7% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IJHFYX

+13.2%Year to date+24.5%

1.2%Yield1.1%

+15.7%Past year+30.3%

0.05%Fee0.58%

2–2level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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DFAS, FYX and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three