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$14,758DFAS · 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%0.92%+19.6%+21.9%+21.9%+7.7%−9.0%16.3%$2.7B1.4

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−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 4, 2026 · returns include dividends · since: ESML 2018 · DFAS 1992

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $34.7B$14,758

DFAS

ESML

iShares ESG Aware MSCI USA Small-Cap ETF · $2.7B$14,470

$10,000 five years ago, dividends reinvested · they hold 57.7% in common

DFASMeasureESML

+17.0%Year to dateJan 1 → Nov 4+19.6%

+20.4%1 yearTotal return+21.9%

+19.3%3 years · per year$10,000 became $16,976 · $18,109+21.9%

+8.1%5 years · per year$10,000 became $14,758 · $14,470+7.7%

0.30%Expense ratio$30 · $17 a year on $10k · lower is better0.17%

1.00%Trailing 12-mo yield$100 · $92 a year on $10k0.92%

−9.4%Worst dropSmaller is better−9.0%

15.3%VolatilityLower is calmer16.3%

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

3–5ESML wins

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

More Ways to See the Pairs

DFAS vs ESML: Top 5 Holdings

Today

DFAS

1.4%in top 5

ESML

in top 53.4%

DFASStockESML

not top 5MRNA1.2%

not top 5AIZ0.7%

not top 5USFD0.6%

not top 5OVV0.5%

not top 5OGS0.4%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%MOG-Anot top 5

0.3%WCCnot top 5

0.3%AITnot top 5

Held in common57.7%

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

DFAS vs ESML Returns, Every Period

DimensionalDFAS

+8.1%

5 years, per year

ESMLiShares

+7.7%

5 years, per year

DFASESMLFaded: behind in that period

1–3ESML wins

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

DFAS vs ESML

YTD

DimensionalDFAS

+17.0%

ESMLiShares

+19.6%

+17.0%Year to date+19.6%

−9.4%Worst drop · 1Y−9.0%

15.3%Volatility · 1Y16.3%

1.0%Yield0.9%

$34.7BAssets$2.7B

2–2level

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

Yields: ESML, DFAS

1.00%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.00%$100

ESML0.92%$92

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

Income After Fees on $10,000

$75most kept, ESML

ESML$92 − $17 = $75

DFAS$100 − $30 = $70

KeptFee

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

Overlap: ESML, DFAS

Today

57.7%most shared, ESML and DFAS

ESMLDFAS

ESML—57.7%

DFAS57.7%—

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

Return vs Bumpiness: 2 ETFs

+21.9%ESML, at 16.3% volatility

DFASWorst drop−9.4%15.3% vol

ESMLWorst drop−9.0%16.3% vol

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

Paid More vs Made More

YTD

DFASESML

+17.0%Year to date+19.6%

1.0%Yield0.9%

+20.4%Past year+21.9%

0.30%Fee0.17%

3–1ESML 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