Compare · 4 funds side by side · dividends reinvested

DFAS, SMMV, IWF and IJH

DFASDimensional×SMMViShares×IWFiShares×IJHiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,927IWF · best of the four

Story of the four · IncomeMost incomeSMMV · 1.55% · $155 a year on $10k

Story of the four · RiskSmallest drop

DFAS, SMMV, IWF 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%+14.2%+15.9%+16.7%+6.9%−8.8%15.7%$126B2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.7%+19.5%+17.2%+6.7%−9.4%15.9%$33.9B2.5

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.55%+10.9%+13.5%+14.4%+5.6%−7.0%9.8%$282M2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: DFAS 1992 · SMMV 2016 · IWF 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Small Cap ETF · $33.9B$13,826

DFAS

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 5ADC1.2%

Cost, Income and Risk

Fees: DFAS, SMMV, IWF, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWF0.18%$18

SMMV0.20%$20

DFAS0.30%$30

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF · $282M$13,148

$10,000 five years ago, dividends reinvested · they hold 26.3% in common

DFASMeasureSMMV

+16.7%Year to dateJan 1 → Nov 11+10.9%

+19.5%1 yearTotal return+13.5%

+17.2%3 years · per year$10,000 became $16,103 · $14,959+14.4%

+6.7%5 years · per year$10,000 became $13,826 · $13,148+5.6%

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

1.00%Trailing 12-mo yield$100 · $155 a year on $10k1.55%

−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 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%MOG-Anot top 5

0.3%AMGnot top 5

0.2%CCKnot top 5

Held in common26.3%

End-of-day Nov 11, 2026 · share of each fund

DFAS vs SMMV Returns, Every Period

5Y

DimensionalDFAS

+6.7%

5 years, per year

SMMViShares

+5.6%

5 years, per year

DFASSMMVFaded: behind in that period

4–0DFAS wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFAS vs SMMV

YTD

DimensionalDFAS

+16.7%

SMMViShares

+10.9%

+16.7%Year to date+10.9%

−9.4%Worst drop · 1Y−7.0%

15.9%Volatility · 1Y9.8%

1.0%Yield1.6%

$33.9BAssets$282M

3–1SMMV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: DFAS, SMMV, IWF, IJH

1Y

1.55%highest, SMMV

FundTrailing yieldYield$10k

SMMV1.55%$155

IJH1.21%$121

DFAS1.00%$100

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$135most kept, SMMV

SMMV$155 − $20 = $135

IJH$121 − $5 = $116

DFAS$100 − $30 = $70

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFAS, SMMV, IWF, IJH

Today

40.7%most shared, DFAS and IJH

DFASSMMVIWFIJH

DFAS—26.3%1.5%40.7%

SMMV26.3%—0.6%28.0%

IWF1.5%0.6%—1.9%

IJH40.7%28.0%1.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+19.5%DFAS, at 15.9% volatility

SMMVWorst drop−7.0%9.8% vol

IJHWorst drop−8.8%15.7% vol

DFASWorst drop−9.4%15.9% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SMMVDFAS

+10.9%Year to date+16.7%

1.6%Yield1.0%

+13.5%Past year+19.5%

0.20%Fee0.30%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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DFAS, SMMV, IWF and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four