Compare · 2 funds side by side · dividends reinvested

DFIS and JPIN

DFISDimensional×JPINJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,606JPIN · best of the two

02 / 04

DFIS and JPIN, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Diversified Return International Equity ETFInternational · Ex-US broad0.37%4.15%+13.7%+17.7%+21.0%+9.3%−10.4%14.6%$387M1.3

Dimensional - International Small Cap ETFInternational · Ex-US broad0.39%2.19%+12.1%+18.1%+23.1%[…]−12.5%15.5%$5.8B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: DFIS 2022 · JPIN 2014

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - International Small Cap ETF · $5.8B[…]

DFIS

JPIN

JPMorgan Diversified Return International Equity ETF · $387M$15,606

$10,000 five years ago, dividends reinvested · they hold 8.3% in common

DFISMeasureJPIN

+12.1%Year to dateJan 1 → Nov 4+13.7%

+18.1%1 yearTotal return+17.7%

+23.1%3 years · per year$10,000 became $18,633 · $17,721+21.0%

[…]5 years · per year$10,000 became […] · $15,606+9.3%

0.39%Expense ratio$39 · $37 a year on $10k · lower is better0.37%

2.19%Trailing 12-mo yield$219 · $415 a year on $10k4.15%

−12.5%Worst dropSmaller is better−10.4%

15.5%VolatilityLower is calmer14.6%

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

2–5JPIN wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFIS vs JPIN: Top 5 Holdings

Today

DFIS

1.8%in top 5

JPIN

in top 52.4%

DFISStockJPIN

not top 5SHEL.L0.5%

0.3%PST.MI0.5%

not top 54502.T0.5%

not top 5UU.L0.5%

not top 5EQNR.OL0.5%

0.4%VACN.SWnot top 5

0.4%ORNBV.HEnot top 5

0.4%QIA.DEnot top 5

0.3%FTT.TOnot top 5

Held in common8.3%

End-of-day Nov 4, 2026 · share of each fund

DFIS vs JPIN Returns, Every Period

DimensionalDFIS

+18.1%

past year

JPINJ.P. Morgan

+17.7%

past year

DFISJPINFaded: behind in that period

2–1DFIS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFIS vs JPIN

YTD

DimensionalDFIS

+12.1%

JPINJ.P. Morgan

+13.7%

+12.1%Year to date+13.7%

−12.5%Worst drop · 1Y−10.4%

15.5%Volatility · 1Y14.6%

2.2%Yield4.1%

$5.8BAssets$387M

4–0JPIN wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFIS, JPIN

Today

0.37%lowest, JPIN

FundExpense ratioFee$10k

JPIN0.37%$37

DFIS0.39%$39

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFIS, JPIN

4.15%highest, JPIN

FundTrailing yieldYield$10k

JPIN4.15%$415

DFIS2.19%$219

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$378most kept, JPIN

JPIN$415 − $37 = $378

DFIS$219 − $39 = $180

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFIS, JPIN

Today

8.3%most shared, DFIS and JPIN

DFISJPIN

DFIS—8.3%

JPIN8.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.1%DFIS, at 15.5% volatility

JPINWorst drop−10.4%14.6% vol

DFISWorst drop−12.5%15.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JPINDFIS

+13.7%Year to date+12.1%

4.1%Yield2.2%

+17.7%Past year+18.1%

0.37%Fee0.39%

3–1JPIN wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026