Compare · 4 funds side by side · dividends reinvested

DFAS, SMLL, IJH and IWF

DFASDimensional×SMLLHarbor×IJHiShares×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,441IWF · best of the four

02 / 04

DFAS, SMLL, IJH and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.6%+21.5%+17.7%+7.1%−9.4%16.0%$33.7B2.0

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%$121B2.1

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.05%+15.4%+18.1%[…][…]−12.1%17.3%$13M2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.0

Rank among the four1st → 4thFee, 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 · SMLL 2024 · IJH 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Active Small Cap ETF (SMLL) · $13M[…]

SMLL

DFAS

Dimensional - US Small Cap ETF · $33.7B$14,093

$10,000 five years ago, dividends reinvested · they hold 3.8% in common

SMLLMeasureDFAS

+15.4%Year to dateJan 1 → Nov 9+16.6%

+18.1%1 yearTotal return+21.5%

[…]3 years · per year$10,000 became […] · $16,308+17.7%

[…]5 years · per year$10,000 became […] · $14,093+7.1%

0.80%Expense ratio$80 · $30 a year on $10k · lower is better0.30%

2.05%Trailing 12-mo yield$205 · $100 a year on $10k1.00%

−12.1%Worst dropSmaller is better−9.4%

17.3%VolatilityLower is calmer16.0%

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

1–5DFAS wins

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

More Ways to See the Pairs

SMLL vs DFAS: Top 5 Holdings

Today

SMLL

22.9%in top 5

DFAS

in top 51.3%

SMLLStockDFAS

5.8%POOLnot top 5

5.7%MORNnot top 5

4.1%PCTYnot top 5

3.8%WTFCnot top 5

3.6%DOCSnot top 5

not top 5SWKS0.3%

not top 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

not top 5UMBF0.2%

Held in common3.8%

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

SMLL vs DFAS Returns, Every Period

HarborSMLL

+18.1%

past year

DFASDimensional

+21.5%

past year

SMLLDFASFaded: behind in that period

0–2DFAS wins

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

SMLL vs IJH

YTD

HarborSMLL

+15.4%

IJHiShares

+13.6%

+15.4%Year to date+13.6%

−12.1%Worst drop · 1Y−8.8%

17.3%Volatility · 1Y15.8%

2.1%Yield1.2%

$13.4MAssets$121B

2–2level

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

Cost, Income and Risk

Fees: DFAS, SMLL, IJH, IWF

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWF0.18%$18

DFAS0.30%$30

SMLL0.80%$80

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

Yields: DFAS, SMLL, IJH, IWF

2.05%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.05%$205

IJH1.21%$121

DFAS1.00%$100

IWF0.39%$39

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$125most kept, SMLL

SMLL$205 − $80 = $125

IJH$121 − $5 = $116

DFAS$100 − $30 = $70

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFAS, SMLL, IJH, IWF

Today

40.7%most shared, DFAS and IJH

DFASSMLLIJHIWF

DFAS—3.8%40.7%1.4%

SMLL3.8%—5.0%0.1%

IJH40.7%5.0%—1.9%

IWF1.4%0.1%1.9%—

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

Return vs Bumpiness: 4 ETFs

+21.5%DFAS, at 16.0% volatility

IJHWorst drop−8.8%15.8% vol

DFASWorst drop−9.4%16.0% vol

SMLLWorst drop−12.1%17.3% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

SMLLDFAS

+15.4%Year to date+16.6%

2.1%Yield1.0%

+18.1%Past year+21.5%

0.80%Fee0.30%

3–1DFAS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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