Compare · 3 funds side by side · dividends reinvested

DFAS, OMFS and IJH

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, OMFS and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$34.7B1.8

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

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.27%+14.9%+18.9%+16.7%+4.8%−9.4%17.0%$258M2.5

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 · OMFS 2017 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAS

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,049

$10,000 five years ago, dividends reinvested · they hold 40.7% in common

DFASMeasureIJH

+16.1%Year to dateJan 1 → Nov 9+13.6%

+20.9%1 yearTotal return+17.5%

+17.5%3 years · per year$10,000 became $16,239 · $15,960+16.9%

+7.0%5 years · per year$10,000 became $14,033 · $14,049+7.0%

0.30%Expense ratio$30 · $5 a year on $10k · lower is better0.05%

1.00%Trailing 12-mo yield$100 · $121 a year on $10k1.21%

−9.4%Worst dropSmaller is better−8.8%

15.9%VolatilityLower is calmer15.8%

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

3–4IJH wins

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

More Ways to See the Pairs

DFAS vs IJH: Top 5 Holdings

Today

DFAS

1.3%in top 5

IJH

in top 53.5%

DFASStockIJH

not top 5FTI0.7%

not top 5UTHR0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%CCKnot top 5

0.2%MOG-Anot top 5

0.2%SJMnot top 5

Held in common40.7%

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

DFAS vs IJH Returns, Every Period

DimensionalDFAS

+7.0%

5 years, per year

IJHiShares

+7.0%

5 years, per year

DFASIJHFaded: behind in that period

3–0DFAS wins

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

DFAS vs OMFS

YTD

DimensionalDFAS

+16.1%

OMFSInvesco

+14.9%

+16.1%Year to date+14.9%

−9.4%Worst drop · 1Y−9.4%

15.9%Volatility · 1Y17.0%

1.0%Yield1.3%

$34.7BAssets$258M

2–1DFAS wins

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

Cost, Income and Risk

Fees: DFAS, OMFS, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAS0.30%$30

OMFS0.39%$39

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

Yields: DFAS, OMFS, IJH

1.27%highest, OMFS

FundTrailing yieldYield$10k

OMFS1.27%$127

IJH1.21%$121

DFAS1.00%$100

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

OMFS$127 − $39 = $88

DFAS$100 − $30 = $70

KeptFee

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

Overlap: DFAS, OMFS, IJH

Today

40.7%most shared, DFAS and IJH

DFASOMFSIJH

DFAS—32.9%40.7%

OMFS32.9%—7.6%

IJH40.7%7.6%—

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

OMFSWorst drop−9.4%17.0% vol

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

Paid More vs Made More

YTD

OMFSDFAS

+14.9%Year to date+16.1%

1.3%Yield1.0%

+18.9%Past year+20.9%

0.39%Fee0.30%

3–1DFAS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026