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$14,758DFAS · 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%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B1.6

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$35.2B1.8

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+12.3%+13.0%+21.2%+5.0%−11.4%18.0%$974M2.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFAS 1992 · ISCG 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $974M$12,768

ISCG

DFAS

Dimensional - US Small Cap ETF · $35.2B$14,758

$10,000 five years ago, dividends reinvested · they hold 49.8% in common

ISCGMeasureDFAS

+12.3%Year to dateJan 1 → Nov 4+17.0%

+13.0%1 yearTotal return+20.4%

+21.2%3 years · per year$10,000 became $17,783 · $16,976+19.3%

+5.0%5 years · per year$10,000 became $12,768 · $14,758+8.1%

0.06%Expense ratio$6 · $30 a year on $10k · lower is better0.30%

0.65%Trailing 12-mo yield$65 · $100 a year on $10k1.00%

−11.4%Worst dropSmaller is better−9.4%

18.0%VolatilityLower is calmer15.3%

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

2–6DFAS wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ISCG vs DFAS: Top 5 Holdings

Today

ISCG

4.1%in top 5

DFAS

in top 51.4%

ISCGStockDFAS

1.1%OKTAnot top 5

1.0%TEAMnot top 5

0.7%GHnot top 5

0.7%ROKUnot top 5

0.6%RBRKnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5MOG-A0.3%

not top 5WCC0.3%

not top 5AIT0.3%

Held in common49.8%

End-of-day Nov 4, 2026 · share of each fund

ISCG vs DFAS Returns, Every Period

iSharesISCG

+5.0%

5 years, per year

DFASDimensional

+8.1%

5 years, per year

ISCGDFASFaded: behind in that period

1–3DFAS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

ISCG vs IJH

YTD

iSharesISCG

+12.3%

IJHiShares

+13.9%

+12.3%Year to date+13.9%

−11.4%Worst drop · 1Y−8.8%

18.0%Volatility · 1Y15.0%

0.6%Yield1.2%

$974MAssets$125B

4–0IJH wins

End-of-day Nov 4, 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 4, 2026 · fee on $10,000 a year

Yields: DFAS, ISCG, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

DFAS1.00%$100

ISCG0.65%$65

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFAS$100 − $30 = $70

ISCG$65 − $6 = $59

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFAS, ISCG, IJH

Today

49.8%most shared, DFAS and ISCG

DFASISCGIJH

DFAS—49.8%41.1%

ISCG49.8%—39.8%

IJH41.1%39.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.4%DFAS, at 15.3% volatility

IJHWorst drop−8.8%15.0% vol

DFASWorst drop−9.4%15.3% vol

ISCGWorst drop−11.4%18.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IJHDFAS

+13.9%Year to date+17.0%

1.2%Yield1.0%

+16.4%Past year+20.4%

0.05%Fee0.30%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026