Compare · 2 funds side by side · dividends reinvested

DFSV and IJH

DFSVDimensional×IJHiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,620IJH · best of the two

02 / 04

DFSV and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

U.S. Small Cap Value Portfolio ETF Class SharesUS Stock Styles · Small cap0.31%1.37%+22.3%+28.5%+20.4%[…]−9.4%14.7%$28.3B1.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B1.6

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: DFSV 1993 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

U.S. Small Cap Value Portfolio ETF Class Shares · $28.3B[…]

DFSV

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,620

$10,000 five years ago, dividends reinvested · they hold 20.5% in common

DFSVMeasureIJH

+22.3%Year to dateJan 1 → Nov 4+13.9%

+28.5%1 yearTotal return+16.4%

+20.4%3 years · per year$10,000 became $17,471 · $16,594+18.4%

[…]5 years · per year$10,000 became […] · $14,620+7.9%

0.31%Expense ratio$31 · $5 a year on $10k · lower is better0.05%

1.37%Trailing 12-mo yield$137 · $121 a year on $10k1.21%

−9.4%Worst dropSmaller is better−8.8%

14.7%VolatilityLower is calmer15.0%

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

5–2DFSV wins

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

More Ways to See the Pairs

DFSV vs IJH: Top 5 Holdings

Today

DFSV

3.7%in top 5

IJH

in top 53.6%

DFSVStockIJH

0.8%ELANnot top 5

not top 5FTI0.8%

0.8%SWKSnot top 5

not top 5UTHR0.7%

0.7%ARWnot top 5

0.7%DINOnot top 5

not top 5ATI0.7%

0.7%IVZnot top 5

not top 5ENTG0.7%

not top 5RS0.7%

Held in common20.5%

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

DFSV vs IJH Returns, Every Period

DimensionalDFSV

+28.5%

past year

IJHiShares

+16.4%

past year

DFSVIJHFaded: behind in that period

3–0DFSV wins

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

DFSV vs IJH

YTD

DimensionalDFSV

+22.3%

IJHiShares

+13.9%

+22.3%Year to date+13.9%

−9.4%Worst drop · 1Y−8.8%

14.7%Volatility · 1Y15.0%

1.4%Yield1.2%

$28.3BAssets$125B

3–1DFSV wins

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

Cost, Income and Risk

Fees: DFSV, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFSV0.31%$31

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

Yields: DFSV, IJH

1.37%highest, DFSV

FundTrailing yieldYield$10k

DFSV1.37%$137

IJH1.21%$121

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFSV$137 − $31 = $106

KeptFee

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

Overlap: DFSV, IJH

Today

20.5%most shared, DFSV and IJH

DFSVIJH

DFSV—20.5%

IJH20.5%—

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

Return vs Bumpiness: 2 ETFs

+28.5%DFSV, at 14.7% volatility

DFSVWorst drop−9.4%14.7% vol

IJHWorst drop−8.8%15.0% vol

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

Paid More vs Made More

YTD

DFSVIJH

+22.3%Year to date+13.9%

1.4%Yield1.2%

+28.5%Past year+16.4%

0.31%Fee0.05%

3–1DFSV 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026