Compare · 3 funds side by side · dividends reinvested

DFAS, RSSL and IJH

DFASDimensional×RSSLGlobal X×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, RSSL and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.8B1.8

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.9

Global X - Russell 2000 ETFUS Stock Styles · Small cap0.08%1.37%+11.9%+13.0%[…][…]−11.1%18.7%$1.5B2.2

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 · RSSL 2024 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Russell 2000 ETF · $1.5B[…]

RSSL

DFAS

Dimensional - US Small Cap ETF · $33.8B$13,927

$10,000 five years ago, dividends reinvested · they hold 49.8% in common

RSSLMeasureDFAS

+11.9%Year to dateJan 1 → Nov 6+12.7%

+13.0%1 yearTotal return+15.9%

[…]3 years · per year$10,000 became […] · $16,130+17.3%

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

0.08%Expense ratio$8 · $30 a year on $10k · lower is better0.30%

1.37%Trailing 12-mo yield$137 · $103 a year on $10k1.03%

−11.1%Worst dropSmaller is better−9.4%

18.7%VolatilityLower is calmer15.7%

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

2–4DFAS wins

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

More Ways to See the Pairs

RSSL vs DFAS: Top 5 Holdings

Today

RSSL

1.8%in top 5

DFAS

in top 51.3%

RSSLStockDFAS

0.4%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBF0.2%

not top 5SWKS0.3%

0.3%EATnot top 5

0.3%CTREnot top 5

not top 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

Held in common49.8%

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

RSSL vs DFAS Returns, Every Period

Global XRSSL

+13.0%

past year

DFASDimensional

+15.9%

past year

RSSLDFASFaded: behind in that period

0–2DFAS wins

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

RSSL vs IJH

YTD

Global XRSSL

+11.9%

IJHiShares

+9.5%

+11.9%Year to date+9.5%

−11.1%Worst drop · 1Y−8.8%

18.7%Volatility · 1Y15.5%

1.4%Yield1.3%

$1.5BAssets$121B

2–2level

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

Cost, Income and Risk

Fees: DFAS, RSSL, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

RSSL0.08%$8

DFAS0.30%$30

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

Yields: DFAS, RSSL, IJH

1.37%highest, RSSL

FundTrailing yieldYield$10k

RSSL1.37%$137

IJH1.26%$126

DFAS1.03%$103

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

Income After Fees on $10,000

$129most kept, RSSL

RSSL$137 − $8 = $129

IJH$126 − $5 = $121

DFAS$103 − $30 = $73

KeptFee

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

Overlap: DFAS, RSSL, IJH

Today

49.8%most shared, DFAS and RSSL

DFASRSSLIJH

DFAS—49.8%40.7%

RSSL49.8%—12.6%

IJH40.7%12.6%—

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

Return vs Bumpiness: 3 ETFs

+15.9%DFAS, at 15.7% volatility

IJHWorst drop−8.8%15.5% vol

DFASWorst drop−9.4%15.7% vol

RSSLWorst drop−11.1%18.7% vol

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

Paid More vs Made More

YTD

RSSLDFAS

+11.9%Year to date+12.7%

1.4%Yield1.0%

+13.0%Past year+15.9%

0.08%Fee0.30%

2–2level

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