Compare · 3 funds side by side · dividends reinvested

DFAS, IWM and IJH

DFASDimensional×IWMiShares×IJHiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,049IJH · best of the three

02 / 04

DFAS, IWM 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%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$125B1.8

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$34.7B1.9

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+15.5%+18.7%+19.8%+5.1%−11.1%18.8%$77.9B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFAS 1992 · IWM 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $77.9B$12,845

IWM

DFAS

Dimensional - US Small Cap ETF · $34.7B$14,033

$10,000 five years ago, dividends reinvested · they hold 50.1% in common

IWMMeasureDFAS

+15.5%Year to dateJan 1 → Nov 9+16.1%

+18.7%1 yearTotal return+20.9%

+19.8%3 years · per year$10,000 became $17,194 · $16,239+17.5%

+5.1%5 years · per year$10,000 became $12,845 · $14,033+7.0%

0.19%Expense ratio$19 · $30 a year on $10k · lower is better0.30%

0.97%Trailing 12-mo yield$97 · $100 a year on $10k1.00%

−11.1%Worst dropSmaller is better−9.4%

18.8%VolatilityLower is calmer15.9%

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

2–6DFAS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWM vs DFAS: Top 5 Holdings

Today

IWM

1.9%in top 5

DFAS

in top 51.3%

IWMStockDFAS

0.4%GKOSnot top 5

0.4%BTSGnot top 5

0.4%FROGnot top 5

0.3%UMBFnot top 5

not top 5SWKS0.3%

0.3%MOG-A0.2%

not top 5ELAN0.3%

not top 5CCK0.3%

not top 5SJM0.2%

Held in common50.1%

End-of-day Nov 9, 2026 · share of each fund

IWM vs DFAS Returns, Every Period

iSharesIWM

+5.1%

5 years, per year

DFASDimensional

+7.0%

5 years, per year

IWMDFASFaded: behind in that period

1–3DFAS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IWM vs IJH

YTD

iSharesIWM

+15.5%

IJHiShares

+13.6%

+15.5%Year to date+13.6%

−11.1%Worst drop · 1Y−8.8%

18.8%Volatility · 1Y15.8%

1.0%Yield1.2%

$77.9BAssets$125B

3–1IJH wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, IWM, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWM0.19%$19

DFAS0.30%$30

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAS, IWM, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

DFAS1.00%$100

IWM0.97%$97

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

IWM$97 − $19 = $78

DFAS$100 − $30 = $70

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAS, IWM, IJH

Today

50.1%most shared, DFAS and IWM

DFASIWMIJH

DFAS—50.1%40.7%

IWM50.1%—12.7%

IJH40.7%12.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.9%DFAS, at 15.9% volatility

IJHWorst drop−8.8%15.8% vol

DFASWorst drop−9.4%15.9% vol

IWMWorst drop−11.1%18.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IJHDFAS

+13.6%Year to date+16.1%

1.2%Yield1.0%

+17.5%Past year+20.9%

0.05%Fee0.30%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$77.9BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026