Compare · 3 funds side by side · dividends reinvested

DFAS, MMSC and IJH

DFASDimensional×MMSCFirst Trust×IJHiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,928IJH · best of the three

Story of the three · IncomeMost incomeIJH · 1.21% · $121 a year on $10k

Story of the three · RiskSmallest drop

DFAS, MMSC 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%+14.2%+15.9%+16.7%+6.9%−8.8%15.7%$126B1.5

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.7%+19.5%+17.2%+6.7%−9.4%15.9%$33.9B1.8

First Trust Multi-Manager Small Cap Opportunities ETFUS Stock Styles · Small cap0.95%0.00%+11.8%+11.0%+21.8%+3.9%−15.3%24.9%$51M2.8

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 · MMSC 2021 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

DFAS

MMSC

First Trust Multi-Manager Small Cap Opportunities ETF · $51M$12,124

$10,000 five years ago, dividends reinvested · they hold 13.5% in common

DFAS

More Ways to See the Pairs

DFAS vs MMSC: Top 5 Holdings

Today

DFAS

1.3%in top 5

MMSC

in top 58.2%

DFASStockMMSC

not top 5XMTR2.1%

not top 5FROG1.7%

not top 5ZETA1.7%

not top 5VRNS1.3%

not top 5OLLI1.3%

Cost, Income and Risk

Fees: DFAS, MMSC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAS0.30%$30

MMSC0.95%$95

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

Yields: DFAS, MMSC, 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

MMSC

+16.7%Year to dateJan 1 → Nov 11+11.8%

+19.5%1 yearTotal return+11.0%

+17.2%3 years · per year$10,000 became $16,103 · $18,063+21.8%

+6.7%5 years · per year$10,000 became $13,826 · $12,124+3.9%

0.30%Expense ratio$30 · $95 a year on $10k · lower is better0.95%

1.00%Trailing 12-mo yield$100 · $0 a year on $10k0.00%

−9.4%Worst dropSmaller is better−15.3%

15.9%VolatilityLower is calmer24.9%

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

7–1DFAS wins

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

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%MOG-Anot top 5

0.3%AMGnot top 5

0.2%CCKnot top 5

Held in common13.5%

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

DFAS vs MMSC Returns, Every Period

5Y

DimensionalDFAS

+6.7%

5 years, per year

MMSCFirst Trust

+3.9%

5 years, per year

DFASMMSCFaded: behind in that period

3–1DFAS wins

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

DFAS vs IJH

YTD

DimensionalDFAS

+16.7%

IJHiShares

+14.2%

+16.7%Year to date+14.2%

−9.4%Worst drop · 1Y−8.8%

15.9%Volatility · 1Y15.7%

1.0%Yield1.2%

$33.9BAssets$126B

3–1IJH wins

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

1Y

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

DFAS1.00%$100

MMSC0.00%$0

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

Income After Fees on $10,000

1Y

$116most kept, IJH

IJH$121 − $5 = $116

DFAS$100 − $30 = $70

MMSC$0 − $95 = −$95

KeptFee

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

Overlap: DFAS, MMSC, IJH

Today

40.7%most shared, DFAS and IJH

DFASMMSCIJH

DFAS—13.5%40.7%

MMSC13.5%—12.4%

IJH40.7%12.4%—

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

Return vs Bumpiness: 3 ETFs

1Y

+19.5%DFAS, at 15.9% volatility

IJHWorst drop−8.8%15.7% vol

DFASWorst drop−9.4%15.9% vol

MMSCWorst drop−15.3%24.9% vol

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

Paid More vs Made More

YTD

IJHDFAS

+14.2%Year to date+16.7%

1.2%Yield1.0%

+15.9%Past year+19.5%

0.05%Fee0.30%

2–2level

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, MMSC and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three