Compare · 3 funds side by side · dividends reinvested

DFAS, SAWS and IJH

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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, SAWS 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%$124B1.4

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.7%+19.5%+17.2%+6.7%−9.4%15.9%$33.6B1.6

AAM Sawgrass U.S. Small Cap Quality Growth ETFUS Stock Styles · Small cap0.55%0.02%+6.0%+7.2%[…][…]−18.9%19.4%$7M3.0

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 · SAWS 2024 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

AAM Sawgrass U.S. Small Cap Quality Growth ETF · $7M[…]

SAWS

DFAS

Dimensional - US Small Cap ETF · $33.6B$13,826

$10,000 five years ago, dividends reinvested · they hold 5.8% in common

SAWS

More Ways to See the Pairs

SAWS vs DFAS: Top 5 Holdings

Today

SAWS

15.0%in top 5

DFAS

in top 51.3%

SAWSStockDFAS

3.5%BTSGnot top 5

3.2%PSMTnot top 5

3.0%SNEXnot top 5

2.6%DGIInot top 5

2.6%PTRNnot top 5

Cost, Income and Risk

Fees: DFAS, SAWS, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAS0.30%$30

SAWS0.55%$55

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

Yields: DFAS, SAWS, 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

DFAS

+6.0%Year to dateJan 1 → Nov 11+16.7%

+7.2%1 yearTotal return+19.5%

[…]3 years · per year$10,000 became […] · $16,103+17.2%

[…]5 years · per year$10,000 became […] · $13,826+6.7%

0.55%Expense ratio$55 · $30 a year on $10k · lower is better0.30%

0.02%Trailing 12-mo yield$2 · $100 a year on $10k1.00%

−18.9%Worst dropSmaller is better−9.4%

19.4%VolatilityLower is calmer15.9%

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

0–6DFAS wins

End-of-day Nov 11, 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 5CCK0.2%

Held in common5.8%

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

SAWS vs DFAS Returns, Every Period

1Y

AAMSAWS

+7.2%

past year

DFASDimensional

+19.5%

past year

SAWSDFASFaded: behind in that period

0–2DFAS wins

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

SAWS vs IJH

YTD

AAMSAWS

+6.0%

IJHiShares

+14.2%

+6.0%Year to date+14.2%

−18.9%Worst drop · 1Y−8.8%

19.4%Volatility · 1Y15.7%

0.0%Yield1.2%

$6.9MAssets$124B

4–0IJH 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

SAWS0.02%$2

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

SAWS$2 − $55 = −$53

KeptFee

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

Overlap: DFAS, SAWS, IJH

Today

40.7%most shared, DFAS and IJH

DFASSAWSIJH

DFAS—5.8%40.7%

SAWS5.8%—2.9%

IJH40.7%2.9%—

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

SAWSWorst drop−18.9%19.4% 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%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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DFAS, SAWS and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three