Compare · 3 funds side by side · dividends reinvested

DFAS, ISCV and IJH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,442ISCV · best of the three

Story of the three · IncomeMost incomeISCV · 1.87% · $187 a year on $10k

Story of the three · RiskSmallest drop

DFAS, ISCV and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Small Cap Value ETFUS Stock Styles · Small cap0.06%1.87%+18.1%+21.8%+18.5%+7.6%−9.3%14.7%$702M1.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+14.2%+15.9%+16.7%+6.9%−8.8%15.7%$126B2.1

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.7%+19.5%+17.2%+6.7%−9.4%15.9%$33.9B2.6

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

End-of-day Nov 11, 2026 · returns include dividends · since: DFAS 1992 · ISCV 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Small Cap ETF · $33.9B$13,826

DFAS

ISCV

iShares Morningstar Small Cap Value ETF · $702M$14,442

$10,000 five years ago, dividends reinvested · they hold 55.9% in common

DFAS

More Ways to See the Pairs

DFAS vs ISCV: Top 5 Holdings

Today

DFAS

1.3%in top 5

ISCV

in top 53.0%

DFASStockISCV

not top 5BBY0.7%

0.3%SWKS0.6%

not top 5SWK0.6%

not top 5HST0.6%

not top 5RGA

Cost, Income and Risk

Fees: DFAS, ISCV, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

ISCV0.06%$6

DFAS0.30%$30

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: DFAS, ISCV, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

ISCV

+16.7%Year to dateJan 1 → Nov 11+18.1%

+19.5%1 yearTotal return+21.8%

+17.2%3 years · per year$10,000 became $16,103 · $16,630+18.5%

+6.7%5 years · per year$10,000 became $13,826 · $14,442+7.6%

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

1.00%Trailing 12-mo yield$100 · $187 a year on $10k1.87%

−9.4%Worst dropSmaller is better−9.3%

15.9%VolatilityLower is calmer14.7%

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

0–8ISCV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.6%

0.3%ELANnot top 5

0.3%MOG-Anot top 5

0.3%AMGnot top 5

0.2%CCKnot top 5

Held in common55.9%

End-of-day Nov 11, 2026 · share of each fund

DFAS vs ISCV Returns, Every Period

5Y

DimensionalDFAS

+6.7%

5 years, per year

ISCViShares

+7.6%

5 years, per year

DFASISCVFaded: behind in that period

0–4ISCV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFAS vs ISCV

YTD

DimensionalDFAS

+16.7%

ISCViShares

+18.1%

+16.7%Year to date+18.1%

−9.4%Worst drop · 1Y−9.3%

15.9%Volatility · 1Y14.7%

1.0%Yield1.9%

$33.9BAssets$702M

4–0ISCV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.87%highest, ISCV

FundTrailing yieldYield$10k

ISCV1.87%$187

IJH1.21%$121

DFAS1.00%$100

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$181most kept, ISCV

ISCV$187 − $6 = $181

IJH$121 − $5 = $116

DFAS$100 − $30 = $70

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFAS, ISCV, IJH

Today

55.9%most shared, DFAS and ISCV

DFASISCVIJH

DFAS—55.9%40.7%

ISCV55.9%—39.7%

IJH40.7%39.7%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.8%ISCV, at 14.7% volatility

ISCVWorst drop−9.3%14.7% vol

IJHWorst drop−8.8%15.7% vol

DFASWorst drop−9.4%15.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

ISCVDFAS

+18.1%Year to date+16.7%

1.9%Yield1.0%

+21.8%Past year+19.5%

0.06%Fee0.30%

4–0ISCV wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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DFAS, ISCV and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three