Compare · 2 funds side by side · dividends reinvested

DXUV and IJH

DXUVDimensional×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,830IJH · best of the two

02 / 04

DXUV and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

U.S. Vector Equity Portfolio ETF Class SharesUS Stock Styles · Large cap0.26%0.98%+13.4%+16.3%[…][…]−8.5%12.6%$6.1B1.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: DXUV 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

U.S. Vector Equity Portfolio ETF Class Shares · $6.1B[…]

DXUV

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 13.5% in common

DXUVMeasureIJH

+13.4%Year to dateJan 1 → Nov 6+9.5%

+16.3%1 yearTotal return+12.9%

[…]3 years · per year$10,000 became […] · $15,806+16.5%

[…]5 years · per year$10,000 became […] · $13,830+6.7%

0.26%Expense ratio$26 · $5 a year on $10k · lower is better0.05%

0.98%Trailing 12-mo yield$98 · $125 a year on $10k1.25%

−8.5%Worst dropSmaller is better−8.8%

12.6%VolatilityLower is calmer15.5%

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

4–2DXUV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DXUV vs IJH: Top 5 Holdings

Today

DXUV

19.2%in top 5

IJH

in top 53.5%

DXUVStockIJH

5.4%MSFTnot top 5

5.2%AAPLnot top 5

4.1%NVDAnot top 5

2.6%AMZNnot top 5

1.9%METAnot top 5

not top 5UTHR0.7%

not top 5FTI0.7%

not top 5USFD0.7%

not top 5THC0.7%

not top 5ATI0.7%

Held in common13.5%

End-of-day Nov 6, 2026 · share of each fund

DXUV vs IJH Returns, Every Period

DimensionalDXUV

+16.3%

past year

IJHiShares

+12.9%

past year

DXUVIJHFaded: behind in that period

2–0DXUV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DXUV vs IJH

YTD

DimensionalDXUV

+13.4%

IJHiShares

+9.5%

+13.4%Year to date+9.5%

−8.5%Worst drop · 1Y−8.8%

12.6%Volatility · 1Y15.5%

1.0%Yield1.3%

$6.1BAssets$121B

3–1DXUV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DXUV, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DXUV0.26%$26

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DXUV, IJH

1.25%highest, IJH

FundTrailing yieldYield$10k

IJH1.25%$125

DXUV0.98%$98

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

DXUV$98 − $26 = $72

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DXUV, IJH

Today

13.5%most shared, DXUV and IJH

DXUVIJH

DXUV—13.5%

IJH13.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.3%DXUV, at 12.6% volatility

DXUVWorst drop−8.5%12.6% vol

IJHWorst drop−8.8%15.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJHDXUV

+9.5%Year to date+13.4%

1.3%Yield1.0%

+12.9%Past year+16.3%

0.05%Fee0.26%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026