Compare · 3 funds side by side · dividends reinvested

DFAS, ISCG and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,927DFAS · best of the three

02 / 04

DFAS, ISCG and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.6

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.7B1.8

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.67%+7.9%+9.1%+18.9%+3.6%−11.4%18.5%$934M2.6

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 · ISCG 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Mid-Cap ETF · $121B$13,830

IJH

DFAS

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

$10,000 five years ago, dividends reinvested · they hold 40.7% in common

IJHMeasureDFAS

+9.5%Year to dateJan 1 → Nov 6+12.7%

+12.9%1 yearTotal return+15.9%

+16.5%3 years · per year$10,000 became $15,806 · $16,130+17.3%

+6.7%5 years · per year$10,000 became $13,830 · $13,927+6.8%

0.05%Expense ratio$5 · $30 a year on $10k · lower is better0.30%

1.25%Trailing 12-mo yield$125 · $103 a year on $10k1.03%

−8.8%Worst dropSmaller is better−9.4%

15.5%VolatilityLower is calmer15.7%

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

4–4Level

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

More Ways to See the Pairs

IJH vs DFAS: Top 5 Holdings

Today

IJH

3.5%in top 5

DFAS

in top 51.3%

IJHStockDFAS

0.7%UTHRnot top 5

0.7%FTInot top 5

0.7%USFDnot top 5

0.7%THCnot top 5

0.7%ATInot top 5

not top 5SWKS0.3%

not top 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

not top 5UMBF0.2%

Held in common40.7%

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

IJH vs DFAS Returns, Every Period

iSharesIJH

+6.7%

5 years, per year

DFASDimensional

+6.8%

5 years, per year

IJHDFASFaded: behind in that period

0–4DFAS wins

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

IJH vs DFAS

YTD

iSharesIJH

+9.5%

DFASDimensional

+12.7%

+9.5%Year to date+12.7%

−8.8%Worst drop · 1Y−9.4%

15.5%Volatility · 1Y15.7%

1.3%Yield1.0%

$121BAssets$33.7B

3–1IJH wins

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

Cost, Income and Risk

Fees: DFAS, ISCG, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

ISCG0.06%$6

DFAS0.30%$30

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

Yields: DFAS, ISCG, IJH

1.25%highest, IJH

FundTrailing yieldYield$10k

IJH1.25%$125

DFAS1.03%$103

ISCG0.67%$67

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

DFAS$103 − $30 = $73

ISCG$67 − $6 = $61

KeptFee

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

Overlap: DFAS, ISCG, IJH

Today

49.6%most shared, DFAS and ISCG

DFASISCGIJH

DFAS—49.6%40.7%

ISCG49.6%—39.5%

IJH40.7%39.5%—

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

Return vs Bumpiness: 3 ETFs

+15.9%DFAS, at 15.7% volatility

IJHWorst drop−8.8%15.5% vol

DFASWorst drop−9.4%15.7% vol

ISCGWorst drop−11.4%18.5% vol

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

Paid More vs Made More

YTD

IJHDFAS

+9.5%Year to date+12.7%

1.3%Yield1.0%

+12.9%Past year+15.9%

0.05%Fee0.30%

2–2level

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