Compare · 3 funds side by side · dividends reinvested

ESML, DFAS and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,932DFAS · best of the three

02 / 04

ESML, DFAS and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$125B1.9

iShares ESG Aware MSCI USA Small-Cap ETFUS Stock Styles · Small cap0.17%0.96%+14.7%+18.8%+19.9%+6.4%−9.0%16.7%$2.8B2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$35.2B2.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: ESML 2018 · DFAS 1992 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Aware MSCI USA Small-Cap ETF · $2.8B$13,644

ESML

DFAS

Dimensional - US Small Cap ETF · $35.2B$13,932

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

ESMLMeasureDFAS

+14.7%Year to dateJan 1 → Nov 5+12.6%

+18.8%1 yearTotal return+17.3%

+19.9%3 years · per year$10,000 became $17,242 · $16,215+17.5%

+6.4%5 years · per year$10,000 became $13,644 · $13,932+6.9%

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

0.96%Trailing 12-mo yield$96 · $104 a year on $10k1.04%

−9.0%Worst dropSmaller is better−9.4%

16.7%VolatilityLower is calmer15.8%

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

5–3ESML wins

End-of-day Nov 5, 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

3.5%in top 5

DFAS

in top 51.4%

ESMLStockDFAS

1.4%MRNAnot top 5

0.7%AIZnot top 5

0.6%USFDnot top 5

0.4%OVVnot top 5

0.4%OGSnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5ELAN0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common57.6%

End-of-day Nov 5, 2026 · share of each fund

ESML vs DFAS Returns, Every Period

iSharesESML

+6.4%

5 years, per year

DFASDimensional

+6.9%

5 years, per year

ESMLDFASFaded: behind in that period

3–1ESML wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

ESML vs IJH

YTD

iSharesESML

+14.7%

IJHiShares

+9.5%

+14.7%Year to date+9.5%

−9.0%Worst drop · 1Y−8.8%

16.7%Volatility · 1Y15.5%

1.0%Yield1.3%

$2.8BAssets$125B

3–1IJH wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ESML, DFAS, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

ESML0.17%$17

DFAS0.30%$30

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ESML, DFAS, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

DFAS1.04%$104

ESML0.96%$96

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

ESML$96 − $17 = $79

DFAS$104 − $30 = $74

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ESML, DFAS, IJH

Today

57.6%most shared, ESML and DFAS

ESMLDFASIJH

ESML—57.6%43.3%

DFAS57.6%—40.9%

IJH43.3%40.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.8%ESML, at 16.7% volatility

IJHWorst drop−8.8%15.5% vol

DFASWorst drop−9.4%15.8% vol

ESMLWorst drop−9.0%16.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IJHESML

+9.5%Year to date+14.7%

1.3%Yield1.0%

+12.9%Past year+18.8%

0.05%Fee0.17%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026