Compare · 3 funds side by side · dividends reinvested

ISCG, DFAC and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,525DFAC · best of the three

02 / 04

ISCG, DFAC and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.7B1.4

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%$121B1.9

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.67%+7.9%+9.1%+18.9%+3.6%−11.4%18.5%$927M2.8

Rank among the three1st → 3rdFee, 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: ISCG 2004 · DFAC 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $927M$11,960

ISCG

IJH

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

$10,000 five years ago, dividends reinvested · they hold 39.5% in common

ISCGMeasureIJH

+7.9%Year to dateJan 1 → Nov 6+9.5%

+9.1%1 yearTotal return+12.9%

+18.9%3 years · per year$10,000 became $16,813 · $15,806+16.5%

+3.6%5 years · per year$10,000 became $11,960 · $13,830+6.7%

0.06%Expense ratio$6 · $5 a year on $10k · lower is better0.05%

0.67%Trailing 12-mo yield$67 · $126 a year on $10k1.26%

−11.4%Worst dropSmaller is better−8.8%

18.5%VolatilityLower is calmer15.5%

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

1–7IJH wins

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

More Ways to See the Pairs

ISCG vs IJH: Top 5 Holdings

Today

ISCG

4.0%in top 5

IJH

in top 53.5%

ISCGStockIJH

1.0%TEAMnot top 5

1.0%OKTAnot top 5

not top 5UTHR0.7%

0.7%ROKUnot top 5

not top 5FTI0.7%

not top 5USFD0.7%

not top 5THC0.7%

not top 5ATI0.7%

0.7%GHnot top 5

0.6%Unot top 5

Held in common39.5%

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

ISCG vs IJH Returns, Every Period

iSharesISCG

+3.6%

5 years, per year

IJHiShares

+6.7%

5 years, per year

ISCGIJHFaded: behind in that period

1–3IJH wins

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

ISCG vs IJH

YTD

iSharesISCG

+7.9%

IJHiShares

+9.5%

+7.9%Year to date+9.5%

−11.4%Worst drop · 1Y−8.8%

18.5%Volatility · 1Y15.5%

0.7%Yield1.3%

$927MAssets$121B

4–0IJH wins

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

Cost, Income and Risk

Fees: ISCG, DFAC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

ISCG0.06%$6

DFAC0.21%$21

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

Yields: ISCG, DFAC, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

DFAC0.90%$90

ISCG0.67%$67

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAC$90 − $21 = $69

ISCG$67 − $6 = $61

KeptFee

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

Overlap: ISCG, DFAC, IJH

Today

39.5%most shared, ISCG and IJH

ISCGDFACIJH

ISCG—12.1%39.5%

DFAC12.1%—11.4%

IJH39.5%11.4%—

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

Return vs Bumpiness: 3 ETFs

+13.8%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

IJHWorst drop−8.8%15.5% vol

ISCGWorst drop−11.4%18.5% vol

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

Paid More vs Made More

YTD

IJHDFAC

+9.5%Year to date+11.4%

1.3%Yield0.9%

+12.9%Past year+13.8%

0.05%Fee0.21%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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