Compare · 3 funds side by side · dividends reinvested

DFAS, TCV and IJH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,809IJH · best of the three

Story of the three · IncomeMost incomeIJH · 1.22% · $122 a year on $10k

Story of the three · RiskSmallest drop

DFAS, TCV and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.8%+14.5%+16.3%+6.7%−8.8%15.8%$126B1.6

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.2%+17.7%+16.9%+6.4%−9.4%16.0%$33.9B1.9

Towle Small-Cap Value ETFUS Stock Styles · Small cap0.85%0.24%+26.0%+24.5%[…][…]−12.2%19.4%$203M2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: DFAS 1992 · TCV 2011 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Small Cap ETF · $33.9B$13,661

DFAS

TCV

Towle Small-Cap Value ETF · $203M[…]

$10,000 five years ago, dividends reinvested · they hold 3.1% in common

DFASMeasure

More Ways to See the Pairs

DFAS vs TCV: Top 5 Holdings

Today

DFAS

1.4%in top 5

TCV

in top 515.4%

DFASStockTCV

not top 5PGNY3.6%

not top 5HOG3.3%

not top 5ARW3.0%

not top 5COMP2.9%

not top 5MOH2.7%

Cost, Income and Risk

Fees: DFAS, TCV, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAS0.30%$30

TCV0.85%$85

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DFAS, TCV, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

TCV

+15.2%Year to dateJan 1 → Nov 12+26.0%

+17.7%1 yearTotal return+24.5%

+16.9%3 years · per year$10,000 became $15,968 · […][…]

+6.4%5 years · per year$10,000 became $13,661 · […][…]

0.30%Expense ratio$30 · $85 a year on $10k · lower is better0.85%

1.01%Trailing 12-mo yield$101 · $24 a year on $10k0.24%

−9.4%Worst dropSmaller is better−12.2%

16.0%VolatilityLower is calmer19.4%

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

4–2DFAS wins

End-of-day Nov 12, 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%AITnot top 5

Held in common3.1%

End-of-day Nov 12, 2026 · share of each fund

DFAS vs TCV Returns, Every Period

1Y

DimensionalDFAS

+17.7%

past year

TCVTowle

+24.5%

past year

DFASTCVFaded: behind in that period

0–2TCV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFAS vs IJH

YTD

DimensionalDFAS

+15.2%

IJHiShares

+12.8%

+15.2%Year to date+12.8%

−9.4%Worst drop · 1Y−8.8%

16.0%Volatility · 1Y15.8%

1.0%Yield1.2%

$33.9BAssets$126B

3–1IJH wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

DFAS1.01%$101

TCV0.24%$24

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

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

DFAS$101 − $30 = $71

TCV$24 − $85 = −$61

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFAS, TCV, IJH

Today

40.7%most shared, DFAS and IJH

DFASTCVIJH

DFAS—3.1%40.7%

TCV3.1%—2.7%

IJH40.7%2.7%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.5%TCV, at 19.4% volatility

IJHWorst drop−8.8%15.8% vol

DFASWorst drop−9.4%16.0% vol

TCVWorst drop−12.2%19.4% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

IJHTCV

+12.8%Year to date+26.0%

1.2%Yield0.2%

+14.5%Past year+24.5%

0.05%Fee0.85%

2–2level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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DFAS, TCV and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three