Compare · 3 funds side by side · dividends reinvested

DFAS, SCHA 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, SCHA and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Small-Cap ETFUS Stock Styles · Small cap0.03%1.11%+18.1%+22.9%+20.4%+6.0%−11.2%19.2%$22.3B1.9

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%$125B1.9

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$34.7B2.3

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 · SCHA 2009 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Small-Cap ETF · $22.3B$13,361

SCHA

DFAS

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

$10,000 five years ago, dividends reinvested · they hold 66.2% in common

SCHAMeasureDFAS

+18.1%Year to dateJan 1 → Nov 9+16.1%

+22.9%1 yearTotal return+20.9%

+20.4%3 years · per year$10,000 became $17,445 · $16,239+17.5%

+6.0%5 years · per year$10,000 became $13,361 · $14,033+7.0%

0.03%Expense ratio$3 · $30 a year on $10k · lower is better0.30%

1.11%Trailing 12-mo yield$111 · $100 a year on $10k1.00%

−11.2%Worst dropSmaller is better−9.4%

19.2%VolatilityLower is calmer15.9%

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

5–3SCHA wins

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

More Ways to See the Pairs

SCHA vs DFAS: Top 5 Holdings

Today

SCHA

1.5%in top 5

DFAS

in top 51.3%

SCHAStockDFAS

not top 5SWKS0.3%

0.3%GKOSnot top 5

0.3%Wnot top 5

0.3%AHRnot top 5

0.3%HALOnot top 5

0.3%BTSGnot top 5

not top 5ELAN0.3%

not top 5CCK0.3%

not top 5MOG-A0.2%

not top 5SJM0.2%

Held in common66.2%

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

SCHA vs DFAS Returns, Every Period

SchwabSCHA

+6.0%

5 years, per year

DFASDimensional

+7.0%

5 years, per year

SCHADFASFaded: behind in that period

3–1SCHA wins

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

SCHA vs IJH

YTD

SchwabSCHA

+18.1%

IJHiShares

+13.6%

+18.1%Year to date+13.6%

−11.2%Worst drop · 1Y−8.8%

19.2%Volatility · 1Y15.8%

1.1%Yield1.2%

$22.3BAssets$125B

3–1IJH wins

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

Cost, Income and Risk

Fees: DFAS, SCHA, IJH

Today

0.03%lowest, SCHA

FundExpense ratioFee$10k

SCHA0.03%$3

IJH0.05%$5

DFAS0.30%$30

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

Yields: DFAS, SCHA, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

SCHA1.11%$111

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

SCHA$111 − $3 = $108

DFAS$100 − $30 = $70

KeptFee

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

Overlap: DFAS, SCHA, IJH

Today

66.2%most shared, DFAS and SCHA

DFASSCHAIJH

DFAS—66.2%40.7%

SCHA66.2%—31.9%

IJH40.7%31.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%SCHA, at 19.2% volatility

IJHWorst drop−8.8%15.8% vol

DFASWorst drop−9.4%15.9% vol

SCHAWorst drop−11.2%19.2% vol

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

Paid More vs Made More

YTD

IJHSCHA

+13.6%Year to date+18.1%

1.2%Yield1.1%

+17.5%Past year+22.9%

0.05%Fee0.03%

3–1SCHA 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