Compare · 3 funds side by side · dividends reinvested

JPSV, DFAS and IWF

JPSVJ.P. Morgan×DFASDimensional×IWFiShares×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,505IWF · best of the three

Story of the three · IncomeMost incomeJPSV · 1.16% · $116 a year on $10k

Story of the three · RiskSmallest drop

JPSV, DFAS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Active Small Cap Value ETFUS Stock Styles · Small cap0.55%1.16%+21.9%+24.0%+14.9%[…]−9.1%14.1%$29M1.6

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.1%+17.3%+17.2%+6.1%−9.4%16.0%$33.5B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$118B2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: JPSV 2023 · DFAS 1992 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Small Cap ETF · $33.5B$13,429

DFAS

JPSV

JPMorgan Active Small Cap Value ETF · $29M[…]

$10,000 five years ago, dividends reinvested · they hold 9.0% in common

DFAS

More Ways to See the Pairs

DFAS vs JPSV: Top 5 Holdings

Today

DFAS

1.4%in top 5

JPSV

in top 58.4%

DFASStockJPSV

not top 5CON1.9%

not top 5NSIT1.8%

not top 5ONB1.6%

not top 5SIGI1.5%

not top 5EHC1.5%

Cost, Income and Risk

Fees: JPSV, DFAS, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAS0.30%$30

JPSV0.55%$55

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: JPSV, DFAS, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

JPSV

+15.1%Year to dateJan 1 → Nov 13+21.9%

+17.3%1 yearTotal return+24.0%

+17.2%3 years · per year$10,000 became $16,080 · $15,164+14.9%

+6.1%5 years · per year$10,000 became $13,429 · […][…]

0.30%Expense ratio$30 · $55 a year on $10k · lower is better0.55%

1.01%Trailing 12-mo yield$101 · $116 a year on $10k1.16%

−9.4%Worst dropSmaller is better−9.1%

16.0%VolatilityLower is calmer14.1%

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

2–5JPSV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%MOG-Anot top 5

0.3%AMGnot top 5

0.2%AITnot top 5

Held in common9.0%

End-of-day Nov 13, 2026 · share of each fund

DFAS vs JPSV Returns, Every Period

1Y

DimensionalDFAS

+17.3%

past year

JPSVJ.P. Morgan

+24.0%

past year

DFASJPSVFaded: behind in that period

1–2JPSV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DFAS vs JPSV

YTD

DimensionalDFAS

+15.1%

JPSVJ.P. Morgan

+21.9%

+15.1%Year to date+21.9%

−9.4%Worst drop · 1Y−9.1%

16.0%Volatility · 1Y14.1%

1.0%Yield1.2%

$33.5BAssets$28.9M

4–0JPSV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.16%highest, JPSV

FundTrailing yieldYield$10k

JPSV1.16%$116

DFAS1.01%$101

IWF0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$71most kept, DFAS

DFAS$101 − $30 = $71

JPSV$116 − $55 = $61

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: JPSV, DFAS, IWF

Today

9.0%most shared, JPSV and DFAS

JPSVDFASIWF

JPSV—9.0%0.0%

DFAS9.0%—1.5%

IWF0.0%1.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.0%JPSV, at 14.1% volatility

JPSVWorst drop−9.1%14.1% vol

DFASWorst drop−9.4%16.0% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JPSVDFAS

+21.9%Year to date+15.1%

1.2%Yield1.0%

+24.0%Past year+17.3%

0.55%Fee0.30%

3–1JPSV wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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JPSV, DFAS and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three