Compare · 4 funds side by side · dividends reinvested

DFAS, SSCP, IJH and VTV

DFASDimensional×SSCPSmart×IJHiShares×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,865VTV · best of the four

02 / 04

DFAS, SSCP, IJH and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.6%+21.5%+17.7%+7.1%−9.4%16.0%$33.7B2.5

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%$121B2.5

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 9, 2026 · returns include dividends · since: DFAS 1992 · SSCP 2026 · IJH 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

SMART Small Cap ETF · $14M[…]

SSCP

DFAS

Dimensional - US Small Cap ETF · $33.7B$14,093

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

SSCPMeasureDFAS

[…]Year to dateJan 1 → Nov 9+16.6%

[…]1 yearTotal return+21.5%

[…]3 years · per year$10,000 became […] · $16,308+17.7%

[…]5 years · per year$10,000 became […] · $14,093+7.1%

0.79%Expense ratio$79 · $30 a year on $10k · lower is better0.30%

0.00%Trailing 12-mo yield$0 · $100 a year on $10k1.00%

[…]Worst dropSmaller is better−9.4%

[…]VolatilityLower is calmer16.0%

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

0–2DFAS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SSCP vs DFAS: Top 5 Holdings

Today

SSCP

36.5%in top 5

DFAS

in top 51.3%

SSCPStockDFAS

8.2%QNSTnot top 5

7.8%VIAnot top 5

7.4%GCTnot top 5

7.0%MAXnot top 5

6.0%PAYSnot top 5

not top 5SWKS0.3%

not top 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

not top 5UMBF0.2%

Held in common0.5%

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

SSCP vs DFAS Returns, Every Period

SmartSSCP

[…]

past year

DFASDimensional

+21.5%

past year

Returns […]

SSCPDFASFaded: behind in that period

0–0Level

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

SSCP vs VTV

YTD

SmartSSCP

[…]

VTVVanguard

+20.9%

[…]Year to date+20.9%

[…]Worst drop · 1Y−6.4%

[…]Volatility · 1Y10.8%

0.0%Yield1.8%

$13.6MAssets$184B

1–0VTV wins

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

Cost, Income and Risk

Fees: DFAS, SSCP, IJH, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJH0.05%$5

DFAS0.30%$30

SSCP0.79%$79

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

Yields: DFAS, SSCP, IJH, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

IJH1.21%$121

DFAS1.00%$100

SSCP0.00%$0

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IJH$121 − $5 = $116

DFAS$100 − $30 = $70

SSCP$0 − $79 = −$79

KeptFee

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

Overlap: DFAS, SSCP, IJH, VTV

Today

40.7%most shared, DFAS and IJH

DFASSSCPIJHVTV

DFAS—0.5%40.7%0.1%

SSCP0.5%—0.0%0.0%

IJH40.7%0.0%—0.2%

VTV0.1%0.0%0.2%—

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

Return vs Bumpiness: 4 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

IJHWorst drop−8.8%15.8% vol

DFASWorst drop−9.4%16.0% vol

SSCPWorst drop[…][…]

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

Paid More vs Made More

YTD

VTVDFAS

+20.9%Year to date+16.6%

1.8%Yield1.0%

+25.4%Past year+21.5%

0.03%Fee0.30%

4–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%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