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$14,119ISCV · best of the three

Story of the three · IncomeMost incomeISCV · 1.89% · $189 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%1.89%+16.9%+20.0%+18.6%+7.1%−9.3%14.8%$695M1.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.7%+14.0%+16.4%+6.5%−8.8%15.8%$124B2.1

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.1%+17.3%+17.2%+6.1%−9.4%16.0%$33.5B2.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: DFAS 1992 · ISCV 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Morningstar Small Cap Value ETF · $695M$14,119

ISCV

DFAS

Dimensional - US Small Cap ETF · $33.5B$13,429

$10,000 five years ago, dividends reinvested · they hold 55.8% in common

ISCV

More Ways to See the Pairs

ISCV vs DFAS: Top 5 Holdings

Today

ISCV

3.0%in top 5

DFAS

in top 51.4%

ISCVStockDFAS

0.7%SWKS0.3%

0.7%BBYnot top 5

0.6%RGAnot top 5

0.6%SWKnot top 5

0.6%HST

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 13, 2026 · fee on $10,000 a year

Yields: DFAS, ISCV, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

DFAS

+16.9%Year to dateJan 1 → Nov 13+15.1%

+20.0%1 yearTotal return+17.3%

+18.6%3 years · per year$10,000 became $16,701 · $16,080+17.2%

+7.1%5 years · per year$10,000 became $14,119 · $13,429+6.1%

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

1.89%Trailing 12-mo yield$189 · $101 a year on $10k1.01%

−9.3%Worst dropSmaller is better−9.4%

14.8%VolatilityLower is calmer16.0%

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

8–0ISCV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5ELAN0.3%

not top 5MOG-A0.3%

not top 5AMG0.3%

not top 5AIT0.2%

Held in common55.8%

End-of-day Nov 13, 2026 · share of each fund

ISCV vs DFAS Returns, Every Period

5Y

iSharesISCV

+7.1%

5 years, per year

DFASDimensional

+6.1%

5 years, per year

ISCVDFASFaded: behind in that period

4–0ISCV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

ISCV vs IJH

YTD

iSharesISCV

+16.9%

IJHiShares

+12.7%

+16.9%Year to date+12.7%

−9.3%Worst drop · 1Y−8.8%

14.8%Volatility · 1Y15.8%

1.9%Yield1.2%

$695MAssets$124B

3–1ISCV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.89%highest, ISCV

FundTrailing yieldYield$10k

ISCV1.89%$189

IJH1.22%$122

DFAS1.01%$101

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$183most kept, ISCV

ISCV$189 − $6 = $183

IJH$122 − $5 = $117

DFAS$101 − $30 = $71

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DFAS, ISCV, IJH

Today

55.8%most shared, DFAS and ISCV

DFASISCVIJH

DFAS—55.8%40.7%

ISCV55.8%—39.5%

IJH40.7%39.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+20.0%ISCV, at 14.8% volatility

ISCVWorst drop−9.3%14.8% vol

IJHWorst drop−8.8%15.8% vol

DFASWorst drop−9.4%16.0% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

ISCVDFAS

+16.9%Year to date+15.1%

1.9%Yield1.0%

+20.0%Past year+17.3%

0.06%Fee0.30%

4–0ISCV wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 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