Compare · 3 funds side by side · dividends reinvested

RSSL, DFAS and IJH

RSSLGlobal X×DFASDimensional×IJHiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,758DFAS · best of the three

02 / 04

RSSL, DFAS and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$35.2B1.8

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B1.9

Global X - Russell 2000 ETFUS Stock Styles · Small cap0.08%1.31%+16.3%+17.2%[…][…]−11.1%18.1%$1.4B2.2

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

End-of-day Nov 4, 2026 · returns include dividends · since: RSSL 2024 · DFAS 1992 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $35.2B$14,758

DFAS

RSSL

Global X - Russell 2000 ETF · $1.4B[…]

$10,000 five years ago, dividends reinvested · they hold 50.0% in common

DFASMeasureRSSL

+17.0%Year to dateJan 1 → Nov 4+16.3%

+20.4%1 yearTotal return+17.2%

+19.3%3 years · per year$10,000 became $16,976 · […][…]

+8.1%5 years · per year$10,000 became $14,758 · […][…]

0.30%Expense ratio$30 · $8 a year on $10k · lower is better0.08%

1.00%Trailing 12-mo yield$100 · $131 a year on $10k1.31%

−9.4%Worst dropSmaller is better−11.1%

15.3%VolatilityLower is calmer18.1%

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

4–2DFAS wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAS vs RSSL: Top 5 Holdings

Today

DFAS

1.4%in top 5

RSSL

in top 51.8%

DFASStockRSSL

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5UMBF0.3%

0.3%SWKSnot top 5

not top 5VSAT0.3%

not top 5FROG0.3%

0.3%HALOnot top 5

0.3%MOG-Anot top 5

0.3%WCCnot top 5

0.3%AITnot top 5

Held in common50.0%

End-of-day Nov 4, 2026 · share of each fund

DFAS vs RSSL Returns, Every Period

DimensionalDFAS

+20.4%

past year

RSSLGlobal X

+17.2%

past year

DFASRSSLFaded: behind in that period

2–0DFAS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAS vs RSSL

YTD

DimensionalDFAS

+17.0%

RSSLGlobal X

+16.3%

+17.0%Year to date+16.3%

−9.4%Worst drop · 1Y−11.1%

15.3%Volatility · 1Y18.1%

1.0%Yield1.3%

$35.2BAssets$1.4B

3–1DFAS wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RSSL, DFAS, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

RSSL0.08%$8

DFAS0.30%$30

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: RSSL, DFAS, IJH

1.31%highest, RSSL

FundTrailing yieldYield$10k

RSSL1.31%$131

IJH1.21%$121

DFAS1.00%$100

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$123most kept, RSSL

RSSL$131 − $8 = $123

IJH$121 − $5 = $116

DFAS$100 − $30 = $70

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: RSSL, DFAS, IJH

Today

50.0%most shared, RSSL and DFAS

RSSLDFASIJH

RSSL—50.0%12.5%

DFAS50.0%—41.1%

IJH12.5%41.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.4%DFAS, at 15.3% volatility

IJHWorst drop−8.8%15.0% vol

DFASWorst drop−9.4%15.3% vol

RSSLWorst drop−11.1%18.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

RSSLDFAS

+16.3%Year to date+17.0%

1.3%Yield1.0%

+17.2%Past year+20.4%

0.08%Fee0.30%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026