Compare · 4 funds side by side · dividends reinvested

DFAS, SMMV, IJH and VUG

DFASDimensional×SMMViShares×IJHiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

DFAS, SMMV, IJH and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$125B2.1

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$34.7B2.5

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.56%+10.3%+14.4%+14.6%+5.8%−7.0%9.8%$281M2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.9

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 · SMMV 2016 · IJH 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAS

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF · $281M$13,257

$10,000 five years ago, dividends reinvested · they hold 26.4% in common

DFASMeasureSMMV

+16.1%Year to dateJan 1 → Nov 9+10.3%

+20.9%1 yearTotal return+14.4%

+17.5%3 years · per year$10,000 became $16,239 · $15,054+14.6%

+7.0%5 years · per year$10,000 became $14,033 · $13,257+5.8%

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

1.00%Trailing 12-mo yield$100 · $156 a year on $10k1.56%

−9.4%Worst dropSmaller is better−7.0%

15.9%VolatilityLower is calmer9.8%

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

4–4Level

End-of-day Nov 9, 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

1.3%in top 5

SMMV

in top 56.9%

DFASStockSMMV

not top 5PNW1.5%

not top 5RNR1.5%

not top 5OHI1.4%

not top 5THG1.3%

not top 5ADC1.3%

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%CCKnot top 5

0.2%MOG-Anot top 5

0.2%SJMnot top 5

Held in common26.4%

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

DFAS vs SMMV Returns, Every Period

DimensionalDFAS

+7.0%

5 years, per year

SMMViShares

+5.8%

5 years, per year

DFASSMMVFaded: behind in that period

4–0DFAS wins

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

DFAS vs SMMV

YTD

DimensionalDFAS

+16.1%

SMMViShares

+10.3%

+16.1%Year to date+10.3%

−9.4%Worst drop · 1Y−7.0%

15.9%Volatility · 1Y9.8%

1.0%Yield1.6%

$34.7BAssets$281M

3–1SMMV wins

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

Cost, Income and Risk

Fees: DFAS, SMMV, IJH, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJH0.05%$5

SMMV0.20%$20

DFAS0.30%$30

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

Yields: DFAS, SMMV, IJH, VUG

1.56%highest, SMMV

FundTrailing yieldYield$10k

SMMV1.56%$156

IJH1.21%$121

DFAS1.00%$100

VUG0.41%$41

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

Income After Fees on $10,000

$136most kept, SMMV

SMMV$156 − $20 = $136

IJH$121 − $5 = $116

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

KeptFee

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

Overlap: DFAS, SMMV, IJH, VUG

Today

40.7%most shared, DFAS and IJH

DFASSMMVIJHVUG

DFAS—26.4%40.7%0.0%

SMMV26.4%—28.0%0.0%

IJH40.7%28.0%—0.0%

VUG0.0%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+20.9%DFAS, at 15.9% volatility

SMMVWorst drop−7.0%9.8% vol

IJHWorst drop−8.8%15.8% vol

DFASWorst drop−9.4%15.9% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

SMMVDFAS

+10.3%Year to date+16.1%

1.6%Yield1.0%

+14.4%Past year+20.9%

0.20%Fee0.30%

2–2level

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$61.4B

1–1level

End-of-day Nov 9, 2026

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