Compare · 4 funds side by side · dividends reinvested

DFAS, SSCP, VTV and IJH

DFASDimensional×SSCPSmart×VTVVanguard×IJHiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,626VTV · best of the four

02 / 04

DFAS, SSCP, VTV and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$35.2B2.5

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%$125B2.5

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 5, 2026 · returns include dividends · since: DFAS 1992 · SSCP 2026 · VTV 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $35.2B$13,932

DFAS

SSCP

SMART Small Cap ETF · $14M[…]

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

DFASMeasureSSCP

+12.6%Year to dateJan 1 → Nov 5[…]

+17.3%1 yearTotal return[…]

+17.5%3 years · per year$10,000 became $16,215 · […][…]

+6.9%5 years · per year$10,000 became $13,932 · […][…]

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

1.04%Trailing 12-mo yield$104 · $0 a year on $10k0.00%

−9.4%Worst dropSmaller is better[…]

15.8%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 5, 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

1.4%in top 5

SSCP

in top 535.5%

DFASStockSSCP

not top 5VIA7.9%

not top 5QNST7.6%

not top 5MAX7.1%

not top 5GCT6.7%

not top 5PAYS6.2%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%ELANnot top 5

0.2%CCKnot top 5

0.2%AITnot top 5

Held in common0.5%

End-of-day Nov 5, 2026 · share of each fund

DFAS vs SSCP Returns, Every Period

DimensionalDFAS

+17.3%

past year

SSCPSmart

[…]

past year

Returns […]

DFASSSCPFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAS vs VTV

YTD

DimensionalDFAS

+12.6%

VTVVanguard

+19.0%

+12.6%Year to date+19.0%

−9.4%Worst drop · 1Y−6.4%

15.8%Volatility · 1Y10.7%

1.0%Yield1.9%

$35.2BAssets$184B

4–0VTV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, SSCP, VTV, IJH

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJH0.05%$5

DFAS0.30%$30

SSCP0.79%$79

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAS, SSCP, VTV, IJH

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

IJH1.26%$126

DFAS1.04%$104

SSCP0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

IJH$126 − $5 = $121

DFAS$104 − $30 = $74

SSCP$0 − $79 = −$79

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAS, SSCP, VTV, IJH

Today

40.9%most shared, DFAS and IJH

DFASSSCPVTVIJH

DFAS—0.5%0.1%40.9%

SSCP0.5%—0.0%0.0%

VTV0.1%0.0%—0.2%

IJH40.9%0.0%0.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

IJHWorst drop−8.8%15.5% vol

DFASWorst drop−9.4%15.8% vol

SSCPWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDFAS

+19.0%Year to date+12.6%

1.9%Yield1.0%

+24.0%Past year+17.3%

0.03%Fee0.30%

4–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026