Compare · 3 funds side by side · dividends reinvested

DFAS, SMLF and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,794SMLF · best of the three

02 / 04

DFAS, SMLF and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.98%+16.7%+18.1%+23.1%+10.9%−8.7%16.9%$4.3B1.9

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$35.2B2.0

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B2.1

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFAS 1992 · SMLF 2015 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $35.2B$14,758

DFAS

SMLF

iShares U.S. Small-Cap Equity Factor ETF · $4.3B$16,794

$10,000 five years ago, dividends reinvested · they hold 42.9% in common

DFASMeasureSMLF

+17.0%Year to dateJan 1 → Nov 4+16.7%

+20.4%1 yearTotal return+18.1%

+19.3%3 years · per year$10,000 became $16,976 · $18,634+23.1%

+8.1%5 years · per year$10,000 became $14,758 · $16,794+10.9%

0.30%Expense ratio$30 · $15 a year on $10k · lower is better0.15%

1.00%Trailing 12-mo yield$100 · $98 a year on $10k0.98%

−9.4%Worst dropSmaller is better−8.7%

15.3%VolatilityLower is calmer16.9%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAS vs SMLF: Top 5 Holdings

Today

DFAS

1.4%in top 5

SMLF

in top 53.5%

DFASStockSMLF

not top 5EME0.9%

not top 5NVT0.7%

not top 5WSM0.7%

not top 5JBL0.7%

not top 5RS0.6%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%MOG-Anot top 5

0.3%WCCnot top 5

0.3%AITnot top 5

Held in common42.9%

End-of-day Nov 4, 2026 · share of each fund

DFAS vs SMLF Returns, Every Period

DimensionalDFAS

+8.1%

5 years, per year

SMLFiShares

+10.9%

5 years, per year

DFASSMLFFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAS vs IJH

YTD

DimensionalDFAS

+17.0%

IJHiShares

+13.9%

+17.0%Year to date+13.9%

−9.4%Worst drop · 1Y−8.8%

15.3%Volatility · 1Y15.0%

1.0%Yield1.2%

$35.2BAssets$125B

3–1IJH wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, SMLF, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SMLF0.15%$15

DFAS0.30%$30

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFAS, SMLF, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

DFAS1.00%$100

SMLF0.98%$98

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

SMLF$98 − $15 = $83

DFAS$100 − $30 = $70

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFAS, SMLF, IJH

Today

42.9%most shared, DFAS and SMLF

DFASSMLFIJH

DFAS—42.9%41.1%

SMLF42.9%—40.6%

IJH41.1%40.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.4%DFAS, at 15.3% volatility

IJHWorst drop−8.8%15.0% vol

DFASWorst drop−9.4%15.3% vol

SMLFWorst drop−8.7%16.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IJHDFAS

+13.9%Year to date+17.0%

1.2%Yield1.0%

+16.4%Past year+20.4%

0.05%Fee0.30%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026