Compare · 2 funds side by side · dividends reinvested

ESML and DFAS

ESMLiShares×DFASDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,320DFAS · best of the two

02 / 04

ESML and DFAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares ESG Aware MSCI USA Small-Cap ETFUS Stock Styles · Small cap0.17%0.94%+18.0%+20.1%+21.7%+7.0%−9.0%16.2%$2.7B1.4

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.0%+19.1%+7.4%−9.4%15.3%$34.7B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: ESML 2018 · DFAS 1992

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Aware MSCI USA Small-Cap ETF · $2.7B$14,019

ESML

DFAS

Dimensional - US Small Cap ETF · $34.7B$14,320

$10,000 five years ago, dividends reinvested · they hold 57.6% in common

ESMLMeasureDFAS

+18.0%Year to dateJan 1 → Nov 3+15.7%

+20.1%1 yearTotal return+19.0%

+21.7%3 years · per year$10,000 became $18,013 · $16,881+19.1%

+7.0%5 years · per year$10,000 became $14,019 · $14,320+7.4%

0.17%Expense ratio$17 · $30 a year on $10k · lower is better0.30%

0.94%Trailing 12-mo yield$94 · $101 a year on $10k1.01%

−9.0%Worst dropSmaller is better−9.4%

16.2%VolatilityLower is calmer15.3%

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

5–3ESML wins

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

More Ways to See the Pairs

ESML vs DFAS: Top 5 Holdings

Today

ESML

3.4%in top 5

DFAS

in top 51.4%

ESMLStockDFAS

1.2%MRNAnot top 5

0.7%AIZnot top 5

0.6%USFDnot top 5

0.5%OVVnot top 5

0.4%OGSnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5MOG-A0.3%

not top 5WCC0.3%

not top 5RRC0.3%

Held in common57.6%

End-of-day Nov 3, 2026 · share of each fund

ESML vs DFAS Returns, Every Period

iSharesESML

+7.0%

5 years, per year

DFASDimensional

+7.4%

5 years, per year

ESMLDFASFaded: behind in that period

3–1ESML wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

ESML vs DFAS

YTD

iSharesESML

+18.0%

DFASDimensional

+15.7%

+18.0%Year to date+15.7%

−9.0%Worst drop · 1Y−9.4%

16.2%Volatility · 1Y15.3%

0.9%Yield1.0%

$2.7BAssets$34.7B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ESML, DFAS

Today

0.17%lowest, ESML

FundExpense ratioFee$10k

ESML0.17%$17

DFAS0.30%$30

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: ESML, DFAS

1.01%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.01%$101

ESML0.94%$94

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$77most kept, ESML

ESML$94 − $17 = $77

DFAS$101 − $30 = $71

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: ESML, DFAS

Today

57.6%most shared, ESML and DFAS

ESMLDFAS

ESML—57.6%

DFAS57.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.1%ESML, at 16.2% volatility

DFASWorst drop−9.4%15.3% vol

ESMLWorst drop−9.0%16.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DFASESML

+15.7%Year to date+18.0%

1.0%Yield0.9%

+19.0%Past year+20.1%

0.30%Fee0.17%

3–1ESML wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026