Compare · 3 funds side by side · dividends reinvested

DFAS, PSC and IJH

DFASDimensional×PSCPrincipal×IJHiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,573PSC · best of the three

Story of the three · IncomeMost incomeIJH · 1.22% · $122 a year on $10k

Story of the three · RiskSmallest drop

DFAS, PSC and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.8%+14.5%+16.3%+6.7%−8.8%15.8%$126B1.9

Principal U.S. Small-Cap Multi-Factor ETFUS Stock Styles · Small cap0.38%0.59%+18.0%+19.8%+20.4%+7.8%−10.0%17.2%$2.6B2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.2%+17.7%+16.9%+6.4%−9.4%16.0%$33.9B2.1

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

End-of-day Nov 12, 2026 · returns include dividends · since: DFAS 1992 · PSC 2016 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Principal U.S. Small-Cap Multi-Factor ETF · $2.6B$14,573

PSC

DFAS

Dimensional - US Small Cap ETF · $33.9B$13,661

$10,000 five years ago, dividends reinvested · they hold 24.4% in common

PSCMeasure

More Ways to See the Pairs

PSC vs DFAS: Top 5 Holdings

Today

PSC

4.7%in top 5

DFAS

in top 51.4%

PSCStockDFAS

1.3%ZETAnot top 5

0.9%TXGnot top 5

0.8%WTnot top 5

0.8%MRXnot top 5

0.8%BKHnot top 5

Cost, Income and Risk

Fees: DFAS, PSC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAS0.30%$30

PSC0.38%$38

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DFAS, PSC, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

DFAS

+18.0%Year to dateJan 1 → Nov 12+15.2%

+19.8%1 yearTotal return+17.7%

+20.4%3 years · per year$10,000 became $17,469 · $15,968+16.9%

+7.8%5 years · per year$10,000 became $14,573 · $13,661+6.4%

0.38%Expense ratio$38 · $30 a year on $10k · lower is better0.30%

0.59%Trailing 12-mo yield$59 · $101 a year on $10k1.01%

−10.0%Worst dropSmaller is better−9.4%

17.2%VolatilityLower is calmer16.0%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5MOG-A0.3%

not top 5AMG0.3%

not top 5AIT0.2%

Held in common24.4%

End-of-day Nov 12, 2026 · share of each fund

PSC vs DFAS Returns, Every Period

5Y

PrincipalPSC

+7.8%

5 years, per year

DFASDimensional

+6.4%

5 years, per year

PSCDFASFaded: behind in that period

4–0PSC wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

PSC vs IJH

YTD

PrincipalPSC

+18.0%

IJHiShares

+12.8%

+18.0%Year to date+12.8%

−10.0%Worst drop · 1Y−8.8%

17.2%Volatility · 1Y15.8%

0.6%Yield1.2%

$2.6BAssets$126B

3–1IJH wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

DFAS1.01%$101

PSC0.59%$59

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

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

DFAS$101 − $30 = $71

PSC$59 − $38 = $21

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFAS, PSC, IJH

Today

40.7%most shared, DFAS and IJH

DFASPSCIJH

DFAS—24.4%40.7%

PSC24.4%—5.2%

IJH40.7%5.2%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.8%PSC, at 17.2% volatility

IJHWorst drop−8.8%15.8% vol

DFASWorst drop−9.4%16.0% vol

PSCWorst drop−10.0%17.2% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

IJHPSC

+12.8%Year to date+18.0%

1.2%Yield0.6%

+14.5%Past year+19.8%

0.05%Fee0.38%

2–2level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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DFAS, PSC and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three