Compare · 4 funds side by side · dividends reinvested

DFAS, SSCP, IJH and IJR

DFASDimensional×SSCPSmart×IJHiShares×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$13,927DFAS · best of the four

02 / 04

DFAS, SSCP, IJH and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.9

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.8B2.1

SMART Small Cap ETFUS Stock Styles · Small cap0.79%0.00%[…][…][…][…][…][…]$14M4.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAS 1992 · SSCP 2026 · IJH 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.8B$13,927

DFAS

SSCP

SMART Small Cap ETF · $14M[…]

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

DFASMeasureSSCP

+12.7%Year to dateJan 1 → Nov 6[…]

+15.9%1 yearTotal return[…]

+17.3%3 years · per year$10,000 became $16,130 · […][…]

+6.8%5 years · per year$10,000 became $13,927 · […][…]

0.30%Expense ratio$30 · $79 a year on $10k · lower is better0.79%

1.03%Trailing 12-mo yield$103 · $0 a year on $10k0.00%

−9.4%Worst dropSmaller is better[…]

15.7%VolatilityLower is calmer[…]

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

2–0DFAS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAS vs SSCP: Top 5 Holdings

Today

DFAS

1.3%in top 5

SSCP

in top 536.5%

DFASStockSSCP

not top 5QNST8.2%

not top 5VIA7.8%

not top 5GCT7.4%

not top 5MAX7.0%

not top 5PAYS6.0%

0.3%SWKSnot top 5

0.3%CCKnot top 5

0.3%SJMnot top 5

0.3%BJnot top 5

0.2%UMBFnot top 5

Held in common0.5%

End-of-day Nov 6, 2026 · share of each fund

DFAS vs SSCP Returns, Every Period

DimensionalDFAS

+15.9%

past year

SSCPSmart

[…]

past year

Returns […]

DFASSSCPFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFAS vs IJH

YTD

DimensionalDFAS

+12.7%

IJHiShares

+9.5%

+12.7%Year to date+9.5%

−9.4%Worst drop · 1Y−8.8%

15.7%Volatility · 1Y15.5%

1.0%Yield1.3%

$33.8BAssets$121B

3–1IJH wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, SSCP, IJH, IJR

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IJR0.06%$6

DFAS0.30%$30

SSCP0.79%$79

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAS, SSCP, IJH, IJR

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

IJR1.24%$124

DFAS1.03%$103

SSCP0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

IJR$124 − $6 = $118

DFAS$103 − $30 = $73

SSCP$0 − $79 = −$79

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAS, SSCP, IJH, IJR

Today

40.7%most shared, DFAS and IJH

DFASSSCPIJHIJR

DFAS—0.5%40.7%34.5%

SSCP0.5%—0.0%0.4%

IJH40.7%0.0%—0.0%

IJR34.5%0.4%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+17.6%IJR, at 16.2% volatility

IJHWorst drop−8.8%15.5% vol

DFASWorst drop−9.4%15.7% vol

IJRWorst drop−9.7%16.2% vol

SSCPWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJHIJR

+9.5%Year to date+15.5%

1.3%Yield1.2%

+12.9%Past year+17.6%

0.05%Fee0.06%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026