Compare · 4 funds side by side · dividends reinvested

DFAS, ISCG, VUG and IJH

DFASDimensional×ISCGiShares×VUGVanguard×IJHiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,052VUG · best of the four

02 / 04

DFAS, ISCG, VUG and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$33.8B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.9

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.68%+6.9%+9.6%+18.7%+3.5%−11.4%18.6%$927M3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DFAS 1992 · ISCG 2004 · VUG 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $927M$11,876

ISCG

DFAS

Dimensional - US Small Cap ETF · $33.8B$13,932

$10,000 five years ago, dividends reinvested · they hold 49.7% in common

ISCGMeasureDFAS

+6.9%Year to dateJan 1 → Nov 5+12.6%

+9.6%1 yearTotal return+17.3%

+18.7%3 years · per year$10,000 became $16,721 · $16,215+17.5%

+3.5%5 years · per year$10,000 became $11,876 · $13,932+6.9%

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

0.68%Trailing 12-mo yield$68 · $104 a year on $10k1.04%

−11.4%Worst dropSmaller is better−9.4%

18.6%VolatilityLower is calmer15.8%

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

2–6DFAS wins

End-of-day Nov 5, 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 5ELAN0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common49.7%

End-of-day Nov 5, 2026 · share of each fund

ISCG vs DFAS Returns, Every Period

iSharesISCG

+3.5%

5 years, per year

DFASDimensional

+6.9%

5 years, per year

ISCGDFASFaded: behind in that period

1–3DFAS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

ISCG vs IJH

YTD

iSharesISCG

+6.9%

IJHiShares

+9.5%

+6.9%Year to date+9.5%

−11.4%Worst drop · 1Y−8.8%

18.6%Volatility · 1Y15.5%

0.7%Yield1.3%

$927MAssets$121B

4–0IJH wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, ISCG, VUG, IJH

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJH0.05%$5

ISCG0.06%$6

DFAS0.30%$30

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAS, ISCG, VUG, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

DFAS1.04%$104

ISCG0.68%$68

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAS$104 − $30 = $74

ISCG$68 − $6 = $62

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAS, ISCG, VUG, IJH

Today

49.7%most shared, DFAS and ISCG

DFASISCGVUGIJH

DFAS—49.7%0.0%40.9%

ISCG49.7%—0.2%39.6%

VUG0.0%0.2%—0.0%

IJH40.9%39.6%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+17.3%DFAS, at 15.8% volatility

IJHWorst drop−8.8%15.5% vol

DFASWorst drop−9.4%15.8% vol

ISCGWorst drop−11.4%18.6% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IJHDFAS

+9.5%Year to date+12.6%

1.3%Yield1.0%

+12.9%Past year+17.3%

0.05%Fee0.30%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026