Compare · 3 funds side by side · dividends reinvested

DFAS, IWN and IJH

DFASDimensional×IWNiShares×IJHiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,927DFAS · best of the three

02 / 04

DFAS, IWN and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 Value ETFUS Stock Styles · Small cap0.24%1.54%+17.5%+21.0%+20.1%+6.8%−8.5%15.9%$13.9B1.5

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.7B2.3

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%$121B2.3

Rank among the three1st → 3rdFee, 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 · IWN 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 Value ETF · $13.9B$13,927

IWN

DFAS

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

$10,000 five years ago, dividends reinvested · they hold 31.4% in common

IWNMeasureDFAS

+17.5%Year to dateJan 1 → Nov 6+12.7%

+21.0%1 yearTotal return+15.9%

+20.1%3 years · per year$10,000 became $17,306 · $16,130+17.3%

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

0.24%Expense ratio$24 · $30 a year on $10k · lower is better0.30%

1.54%Trailing 12-mo yield$154 · $103 a year on $10k1.03%

−8.5%Worst dropSmaller is better−9.4%

15.9%VolatilityLower is calmer15.7%

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

6–1IWN wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWN vs DFAS: Top 5 Holdings

Today

IWN

2.9%in top 5

DFAS

in top 51.3%

IWNStockDFAS

0.6%UMBF0.2%

0.6%CTREnot top 5

0.6%JXNnot top 5

0.5%ONBnot top 5

0.5%VSATnot top 5

not top 5SWKS0.3%

not top 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

Held in common31.4%

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

IWN vs DFAS Returns, Every Period

iSharesIWN

+6.8%

5 years, per year

DFASDimensional

+6.8%

5 years, per year

IWNDFASFaded: behind in that period

3–0IWN wins

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

IWN vs IJH

YTD

iSharesIWN

+17.5%

IJHiShares

+9.5%

+17.5%Year to date+9.5%

−8.5%Worst drop · 1Y−8.8%

15.9%Volatility · 1Y15.5%

1.5%Yield1.3%

$13.9BAssets$121B

3–1IWN wins

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

Cost, Income and Risk

Fees: DFAS, IWN, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWN0.24%$24

DFAS0.30%$30

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

Yields: DFAS, IWN, IJH

1.54%highest, IWN

FundTrailing yieldYield$10k

IWN1.54%$154

IJH1.25%$125

DFAS1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$130most kept, IWN

IWN$154 − $24 = $130

IJH$125 − $5 = $120

DFAS$103 − $30 = $73

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAS, IWN, IJH

Today

40.7%most shared, DFAS and IJH

DFASIWNIJH

DFAS—31.4%40.7%

IWN31.4%—8.2%

IJH40.7%8.2%—

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

Return vs Bumpiness: 3 ETFs

+21.0%IWN, at 15.9% volatility

IJHWorst drop−8.8%15.5% vol

DFASWorst drop−9.4%15.7% vol

IWNWorst drop−8.5%15.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IWNDFAS

+17.5%Year to date+12.7%

1.5%Yield1.0%

+21.0%Past year+15.9%

0.24%Fee0.30%

4–0IWN wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026