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$14,049IJH · 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%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$121B1.8

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$33.7B2.1

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%$277M2.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFAS 1992 · SMMV 2016 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Small-Cap Min Vol Factor ETF · $277M$13,257

SMMV

DFAS

Dimensional - US Small Cap ETF · $33.7B$14,033

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

SMMVMeasureDFAS

+10.3%Year to dateJan 1 → Nov 9+16.1%

+14.4%1 yearTotal return+20.9%

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

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

0.20%Expense ratio$20 · $30 a year on $10k · lower is better0.30%

1.56%Trailing 12-mo yield$156 · $100 a year on $10k1.00%

−7.0%Worst dropSmaller is better−9.4%

9.8%VolatilityLower is calmer15.9%

SMMVDFAS 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

SMMV vs DFAS: Top 5 Holdings

Today

SMMV

6.9%in top 5

DFAS

in top 51.3%

SMMVStockDFAS

1.5%PNWnot top 5

1.5%RNRnot top 5

1.4%OHInot top 5

1.3%THGnot top 5

1.3%ADCnot top 5

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5CCK0.3%

not top 5MOG-A0.2%

not top 5SJM0.2%

Held in common26.4%

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

SMMV vs DFAS Returns, Every Period

iSharesSMMV

+5.8%

5 years, per year

DFASDimensional

+7.0%

5 years, per year

SMMVDFASFaded: behind in that period

0–4DFAS wins

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

SMMV vs IJH

YTD

iSharesSMMV

+10.3%

IJHiShares

+13.6%

+10.3%Year to date+13.6%

−7.0%Worst drop · 1Y−8.8%

9.8%Volatility · 1Y15.8%

1.6%Yield1.2%

$277MAssets$121B

3–1SMMV wins

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

Yields: DFAS, SMMV, IJH

1.56%highest, SMMV

FundTrailing yieldYield$10k

SMMV1.56%$156

IJH1.21%$121

DFAS1.00%$100

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

KeptFee

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

Overlap: DFAS, SMMV, IJH

Today

40.7%most shared, DFAS and IJH

DFASSMMVIJH

DFAS—26.4%40.7%

SMMV26.4%—28.0%

IJH40.7%28.0%—

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

Return vs Bumpiness: 3 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

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 Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026