Compare · 4 funds side by side · dividends reinvested

DFAS, SMLF, IJH and IWF

DFASDimensional×SMLFiShares×IJHiShares×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,772SMLF · best of the four

02 / 04

DFAS, SMLF, IJH and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%1.02%+12.3%+13.5%+20.9%+9.5%−8.7%17.3%$4.1B1.9

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.8B2.4

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%$121B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.4

Rank among the four1st → 4thFee, 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 · SMLF 2015 · IJH 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAS

SMLF

iShares U.S. Small-Cap Equity Factor ETF · $4.1B$15,772

$10,000 five years ago, dividends reinvested · they hold 42.6% in common

DFASMeasureSMLF

+12.7%Year to dateJan 1 → Nov 6+12.3%

+15.9%1 yearTotal return+13.5%

+17.3%3 years · per year$10,000 became $16,130 · $17,680+20.9%

+6.8%5 years · per year$10,000 became $13,927 · $15,772+9.5%

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

1.03%Trailing 12-mo yield$103 · $102 a year on $10k1.02%

−9.4%Worst dropSmaller is better−8.7%

15.7%VolatilityLower is calmer17.3%

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

4–4Level

End-of-day Nov 6, 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

1.3%in top 5

SMLF

in top 53.3%

DFASStockSMLF

not top 5EME0.7%

not top 5WSM0.7%

not top 5TPR0.6%

not top 5RS0.6%

not top 5JBL0.6%

0.3%SWKSnot top 5

0.3%CCKnot top 5

0.3%SJMnot top 5

0.3%BJnot top 5

0.2%UMBFnot top 5

Held in common42.6%

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

DFAS vs SMLF Returns, Every Period

DimensionalDFAS

+6.8%

5 years, per year

SMLFiShares

+9.5%

5 years, per year

DFASSMLFFaded: behind in that period

2–2Level

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

DFAS vs IJH

YTD

DimensionalDFAS

+12.7%

IJHiShares

+9.5%

+12.7%Year to date+9.5%

−9.4%Worst drop · 1Y−8.8%

15.7%Volatility · 1Y15.5%

1.0%Yield1.3%

$33.8BAssets$121B

3–1IJH wins

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

Cost, Income and Risk

Fees: DFAS, SMLF, IJH, IWF

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SMLF0.15%$15

IWF0.18%$18

DFAS0.30%$30

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

Yields: DFAS, SMLF, IJH, IWF

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

DFAS1.03%$103

SMLF1.02%$102

IWF0.39%$39

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

SMLF$102 − $15 = $87

DFAS$103 − $30 = $73

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFAS, SMLF, IJH, IWF

Today

42.6%most shared, DFAS and SMLF

DFASSMLFIJHIWF

DFAS—42.6%40.7%1.4%

SMLF42.6%—40.4%2.9%

IJH40.7%40.4%—1.9%

IWF1.4%2.9%1.9%—

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

Return vs Bumpiness: 4 ETFs

+15.9%DFAS, at 15.7% volatility

IJHWorst drop−8.8%15.5% vol

DFASWorst drop−9.4%15.7% vol

SMLFWorst drop−8.7%17.3% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

IJHDFAS

+9.5%Year to date+12.7%

1.3%Yield1.0%

+12.9%Past year+15.9%

0.05%Fee0.30%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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