Compare · 3 funds side by side · dividends reinvested

IWN, DFAS and IJH

IWNiShares×DFASDimensional×IJHiShares×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,809IJH · best of the three

Story of the three · IncomeMost incomeIWN · 1.53% · $153 a year on $10k

Story of the three · RiskSmallest drop

IWN, DFAS and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 Value ETFUS Stock Styles · Small cap0.24%1.53%+18.7%+21.7%+19.0%+6.2%−8.5%16.0%$14.2B1.6

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.8%+14.5%+16.3%+6.7%−8.8%15.8%$126B2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.2%+17.7%+16.9%+6.4%−9.4%16.0%$33.9B2.4

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

End-of-day Nov 12, 2026 · returns include dividends · since: IWN 2000 · DFAS 1992 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 2000 Value ETF · $14.2B$13,519

IWN

DFAS

Dimensional - US Small Cap ETF · $33.9B$13,661

$10,000 five years ago, dividends reinvested · they hold 31.0% in common

IWNMeasure

More Ways to See the Pairs

IWN vs DFAS: Top 5 Holdings

Today

IWN

3.0%in top 5

DFAS

in top 51.4%

IWNStockDFAS

0.6%VSATnot top 5

0.6%JXNnot top 5

0.6%CTREnot top 5

0.6%UMBFnot top 5

0.5%ONBnot top 5

Cost, Income and Risk

Fees: IWN, DFAS, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWN0.24%$24

DFAS0.30%$30

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: IWN, DFAS, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

DFAS

+18.7%Year to dateJan 1 → Nov 12+15.2%

+21.7%1 yearTotal return+17.7%

+19.0%3 years · per year$10,000 became $16,849 · $15,968+16.9%

+6.2%5 years · per year$10,000 became $13,519 · $13,661+6.4%

0.24%Expense ratio$24 · $30 a year on $10k · lower is better0.30%

1.53%Trailing 12-mo yield$153 · $101 a year on $10k1.01%

−8.5%Worst dropSmaller is better−9.4%

16.0%VolatilityLower is calmer16.0%

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

6–1IWN wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5MOG-A0.3%

not top 5AMG0.3%

not top 5AIT0.2%

Held in common31.0%

End-of-day Nov 12, 2026 · share of each fund

IWN vs DFAS Returns, Every Period

5Y

iSharesIWN

+6.2%

5 years, per year

DFASDimensional

+6.4%

5 years, per year

IWNDFASFaded: behind in that period

3–1IWN wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

IWN vs IJH

YTD

iSharesIWN

+18.7%

IJHiShares

+12.8%

+18.7%Year to date+12.8%

−8.5%Worst drop · 1Y−8.8%

16.0%Volatility · 1Y15.8%

1.5%Yield1.2%

$14.2BAssets$126B

3–1IWN wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.53%highest, IWN

FundTrailing yieldYield$10k

IWN1.53%$153

IJH1.22%$122

DFAS1.01%$101

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

Income After Fees on $10,000

1Y

$129most kept, IWN

IWN$153 − $24 = $129

IJH$122 − $5 = $117

DFAS$101 − $30 = $71

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IWN, DFAS, IJH

Today

40.7%most shared, DFAS and IJH

IWNDFASIJH

IWN—31.0%8.0%

DFAS31.0%—40.7%

IJH8.0%40.7%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.7%IWN, at 16.0% volatility

IJHWorst drop−8.8%15.8% vol

DFASWorst drop−9.4%16.0% vol

IWNWorst drop−8.5%16.0% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

IWNDFAS

+18.7%Year to date+15.2%

1.5%Yield1.0%

+21.7%Past year+17.7%

0.24%Fee0.30%

4–0IWN wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

Loading…

IWN, DFAS and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three