Compare · 3 funds side by side · dividends reinvested

DFAS, SMMV and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,932DFAS · best of the three

02 / 04

DFAS, SMMV 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%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B1.9

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 MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.54%+11.8%+15.9%+16.1%+6.8%−7.0%9.5%$285M2.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAS 1992 · SMMV 2016 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $35.2B$13,932

DFAS

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF · $285M$13,412

$10,000 five years ago, dividends reinvested · they hold 26.6% in common

DFASMeasureSMMV

+17.0%Year to dateJan 1 → Nov 5+11.8%

+20.4%1 yearTotal return+15.9%

+19.3%3 years · per year$10,000 became $16,976 · $15,637+16.1%

+8.1%5 years · per year$10,000 became $14,758 · $13,866+6.8%

0.30%Expense ratio$30 · $20 a year on $10k · lower is better0.20%

1.00%Trailing 12-mo yield$100 · $154 a year on $10k1.54%

−9.4%Worst dropSmaller is better−7.0%

15.3%VolatilityLower is calmer9.5%

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

4–4Level

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

More Ways to See the Pairs

DFAS vs SMMV: Top 5 Holdings

Today

DFAS

1.4%in top 5

SMMV

in top 56.8%

DFASStockSMMV

not top 5PNW1.5%

not top 5RNR1.4%

not top 5OHI1.4%

not top 5THG1.3%

not top 5ADC1.2%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%ELANnot top 5

0.2%CCKnot top 5

0.2%AITnot top 5

Held in common26.6%

End-of-day Nov 5, 2026 · share of each fund

DFAS vs SMMV Returns, Every Period

DimensionalDFAS

+8.1%

5 years, per year

SMMViShares

+6.8%

5 years, per year

DFASSMMVFaded: behind in that period

4–0DFAS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAS vs SMMV

YTD

DimensionalDFAS

+17.0%

SMMViShares

+11.8%

+17.0%Year to date+11.8%

−9.4%Worst drop · 1Y−7.0%

15.3%Volatility · 1Y9.5%

1.0%Yield1.5%

$35.2BAssets$285M

3–1SMMV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, SMMV, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SMMV0.20%$20

DFAS0.30%$30

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAS, SMMV, IJH

1.54%highest, SMMV

FundTrailing yieldYield$10k

SMMV1.54%$154

IJH1.21%$121

DFAS1.00%$100

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$134most kept, SMMV

SMMV$154 − $20 = $134

IJH$121 − $5 = $116

DFAS$100 − $30 = $70

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAS, SMMV, IJH

Today

40.9%most shared, DFAS and IJH

DFASSMMVIJH

DFAS—26.6%40.9%

SMMV26.6%—27.9%

IJH40.9%27.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.4%DFAS, at 15.3% volatility

SMMVWorst drop−7.0%9.5% vol

IJHWorst drop−8.8%15.0% vol

DFASWorst drop−9.4%15.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SMMVDFAS

+11.8%Year to date+17.0%

1.5%Yield1.0%

+15.9%Past year+20.4%

0.20%Fee0.30%

2–2level

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026