Compare · 4 funds side by side · dividends reinvested

DFAS, ISCG, VTV and IJH

DFASDimensional×ISCGiShares×VTVVanguard×IJHiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,585VTV · best of the four

02 / 04

DFAS, ISCG, VTV and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.0

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%$121B2.6

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.7B2.8

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%$934M3.6

Rank among the four1st → 4thFee, 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 · VTV 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAS

ISCG

iShares Morningstar Small-Cap Growth ETF · $934M$11,960

$10,000 five years ago, dividends reinvested · they hold 49.6% in common

DFASMeasureISCG

+12.7%Year to dateJan 1 → Nov 6+7.9%

+15.9%1 yearTotal return+9.1%

+17.3%3 years · per year$10,000 became $16,130 · $16,813+18.9%

+6.8%5 years · per year$10,000 became $13,927 · $11,960+3.6%

0.30%Expense ratio$30 · $6 a year on $10k · lower is better0.06%

1.03%Trailing 12-mo yield$103 · $67 a year on $10k0.67%

−9.4%Worst dropSmaller is better−11.4%

15.7%VolatilityLower is calmer18.5%

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

6–2DFAS 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 ISCG: Top 5 Holdings

Today

DFAS

1.3%in top 5

ISCG

in top 54.0%

DFASStockISCG

not top 5TEAM1.0%

not top 5OKTA1.0%

not top 5ROKU0.7%

not top 5GH0.7%

not top 5U0.6%

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 common49.6%

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

DFAS vs ISCG Returns, Every Period

DimensionalDFAS

+6.8%

5 years, per year

ISCGiShares

+3.6%

5 years, per year

DFASISCGFaded: behind in that period

3–1DFAS wins

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

DFAS vs VTV

YTD

DimensionalDFAS

+12.7%

VTVVanguard

+18.5%

+12.7%Year to date+18.5%

−9.4%Worst drop · 1Y−6.4%

15.7%Volatility · 1Y10.7%

1.0%Yield1.9%

$33.7BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: DFAS, ISCG, VTV, IJH

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJH0.05%$5

ISCG0.06%$6

DFAS0.30%$30

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

Yields: DFAS, ISCG, VTV, IJH

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

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

$184most kept, VTV

VTV$187 − $3 = $184

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, VTV, IJH

Today

49.6%most shared, DFAS and ISCG

DFASISCGVTVIJH

DFAS—49.6%0.1%40.7%

ISCG49.6%—0.0%39.5%

VTV0.1%0.0%—0.2%

IJH40.7%39.5%0.2%—

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

Return vs Bumpiness: 4 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

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

VTVDFAS

+18.5%Year to date+12.7%

1.9%Yield1.0%

+22.9%Past year+15.9%

0.03%Fee0.30%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026