Compare · 2 funds side by side · dividends reinvested

IHE and DFSV

IHEiShares×DFSVDimensional×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,602IHE · best of the two

02 / 04

IHE and DFSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

U.S. Small Cap Value Portfolio ETF Class SharesUS Stock Styles · Small cap0.31%1.38%+21.0%+27.4%+20.3%[…]−9.4%14.7%$28.0B1.4

iShares U.S. Pharmaceuticals ETFSectors · Health care0.37%1.34%+26.9%+42.7%+26.3%+13.2%−9.7%18.6%$1.6B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: IHE 2006 · DFSV 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Pharmaceuticals ETF · $1.6B$18,602

IHE

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares · $28.0B[…]

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

IHEMeasureDFSV

+26.9%Year to dateJan 1 → Nov 3+21.0%

+42.7%1 yearTotal return+27.4%

+26.3%3 years · per year$10,000 became $20,159 · $17,428+20.3%

+13.2%5 years · per year$10,000 became $18,602 · […][…]

0.37%Expense ratio$37 · $31 a year on $10k · lower is better0.31%

1.34%Trailing 12-mo yield$134 · $138 a year on $10k1.38%

−9.7%Worst dropSmaller is better−9.4%

18.6%VolatilityLower is calmer14.7%

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

3–4DFSV wins

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

More Ways to See the Pairs

IHE vs DFSV: Top 5 Holdings

Today

IHE

62.7%in top 5

DFSV

in top 53.6%

IHEStockDFSV

26.9%LLYnot top 5

21.8%JNJnot top 5

4.7%RPRXnot top 5

4.7%PFEnot top 5

4.6%ZTSnot top 5

not top 5ELAN0.8%

not top 5SWKS0.7%

not top 5DINO0.7%

not top 5ARW0.7%

not top 5IVZ0.7%

Held in common1.3%

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

IHE vs DFSV Returns, Every Period

iSharesIHE

+42.7%

past year

DFSVDimensional

+27.4%

past year

IHEDFSVFaded: behind in that period

3–0IHE wins

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

Sector vs Stocks: IHE vs DFSV

YTD

iSharesIHE

+26.9%

DFSVDimensional

+21.0%

+26.9%Year to date+21.0%

−9.7%Worst drop · 1Y−9.4%

18.6%Volatility · 1Y14.7%

1.3%Yield1.4%

$1.6BAssets$28.0B

3–1DFSV wins

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

Cost, Income and Risk

Fees: IHE, DFSV

Today

0.31%lowest, DFSV

FundExpense ratioFee$10k

DFSV0.31%$31

IHE0.37%$37

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

Yields: IHE, DFSV

1.38%highest, DFSV

FundTrailing yieldYield$10k

DFSV1.38%$138

IHE1.34%$134

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

Income After Fees on $10,000

$107most kept, DFSV

DFSV$138 − $31 = $107

IHE$134 − $37 = $97

KeptFee

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

Overlap: IHE, DFSV

Today

1.3%most shared, IHE and DFSV

IHEDFSV

IHE—1.3%

DFSV1.3%—

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

Return vs Bumpiness: 2 ETFs

+42.7%IHE, at 18.6% volatility

DFSVWorst drop−9.4%14.7% vol

IHEWorst drop−9.7%18.6% vol

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

Paid More vs Made More

YTD

DFSVIHE

+21.0%Year to date+26.9%

1.4%Yield1.3%

+27.4%Past year+42.7%

0.31%Fee0.37%

2–2level

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