Compare · 2 funds side by side · dividends reinvested

ISCV and DFAS

ISCViShares×DFASDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,758ISCV · best of the two

02 / 04

ISCV and DFAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Small Cap Value ETFUS Stock Styles · Small cap0.06%1.89%+16.6%+21.2%+20.6%+8.1%−9.3%14.3%$693M1.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.0%+19.1%+7.4%−9.4%15.3%$34.7B2.0

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: ISCV 2004 · DFAS 1992

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small Cap Value ETF · $693M$14,758

ISCV

DFAS

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

$10,000 five years ago, dividends reinvested · they hold 56.1% in common

ISCVMeasureDFAS

+16.6%Year to dateJan 1 → Nov 3+15.7%

+21.2%1 yearTotal return+19.0%

+20.6%3 years · per year$10,000 became $17,545 · $16,881+19.1%

+8.1%5 years · per year$10,000 became $14,758 · $14,320+7.4%

0.06%Expense ratio$6 · $30 a year on $10k · lower is better0.30%

1.89%Trailing 12-mo yield$189 · $101 a year on $10k1.01%

−9.3%Worst dropSmaller is better−9.4%

14.3%VolatilityLower is calmer15.3%

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

8–0ISCV wins

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

More Ways to See the Pairs

ISCV vs DFAS: Top 5 Holdings

Today

ISCV

3.0%in top 5

DFAS

in top 51.4%

ISCVStockDFAS

0.7%SWKS0.3%

0.6%BBYnot top 5

0.6%APAnot top 5

0.6%HSTnot top 5

0.6%CRLnot top 5

not top 5HALO0.3%

not top 5MOG-A0.3%

not top 5WCC0.3%

not top 5RRC0.3%

Held in common56.1%

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

ISCV vs DFAS Returns, Every Period

iSharesISCV

+8.1%

5 years, per year

DFASDimensional

+7.4%

5 years, per year

ISCVDFASFaded: behind in that period

4–0ISCV wins

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

ISCV vs DFAS

YTD

iSharesISCV

+16.6%

DFASDimensional

+15.7%

+16.6%Year to date+15.7%

−9.3%Worst drop · 1Y−9.4%

14.3%Volatility · 1Y15.3%

1.9%Yield1.0%

$693MAssets$34.7B

4–0ISCV wins

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

Cost, Income and Risk

Fees: ISCV, DFAS

Today

0.06%lowest, ISCV

FundExpense ratioFee$10k

ISCV0.06%$6

DFAS0.30%$30

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

Yields: ISCV, DFAS

1.89%highest, ISCV

FundTrailing yieldYield$10k

ISCV1.89%$189

DFAS1.01%$101

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

Income After Fees on $10,000

$183most kept, ISCV

ISCV$189 − $6 = $183

DFAS$101 − $30 = $71

KeptFee

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

Overlap: ISCV, DFAS

Today

56.1%most shared, ISCV and DFAS

ISCVDFAS

ISCV—56.1%

DFAS56.1%—

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

Return vs Bumpiness: 2 ETFs

+21.2%ISCV, at 14.3% volatility

ISCVWorst drop−9.3%14.3% vol

DFASWorst drop−9.4%15.3% vol

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

Paid More vs Made More

YTD

ISCVDFAS

+16.6%Year to date+15.7%

1.9%Yield1.0%

+21.2%Past year+19.0%

0.06%Fee0.30%

4–0ISCV 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