Compare · 3 funds side by side · dividends reinvested

SCDS, DFAC and IJH

SCDSJ.P. Morgan×DFACDimensional×IJHiShares×

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

02 / 04

SCDS, 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%$85.6B1.6

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.0

JPMorgan Fundamental Data Science Small Core ETFUS Stock Styles · Large cap0.40%1.13%+18.7%+20.2%[…][…]−9.7%17.7%$9M2.2

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

End-of-day Nov 6, 2026 · returns include dividends · since: SCDS 2024 · DFAC 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Fundamental Data Science Small Core ETF · $9M[…]

SCDS

DFAC

Dimensional - US Core Equity 2 ETF · $85.6B$16,525

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

SCDSMeasureDFAC

+18.7%Year to dateJan 1 → Nov 6+11.4%

+20.2%1 yearTotal return+13.8%

[…]3 years · per year$10,000 became […] · $17,722+21.0%

[…]5 years · per year$10,000 became […] · $16,525+10.6%

0.40%Expense ratio$40 · $21 a year on $10k · lower is better0.21%

1.13%Trailing 12-mo yield$113 · $90 a year on $10k0.90%

−9.7%Worst dropSmaller is better−8.5%

17.7%VolatilityLower is calmer12.9%

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

3–3Level

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

More Ways to See the Pairs

SCDS vs DFAC: Top 5 Holdings

Today

SCDS

5.0%in top 5

DFAC

in top 520.4%

SCDSStockDFAC

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.8%

not top 5AMZN2.7%

not top 5META1.9%

1.1%RHPnot top 5

1.1%LTHnot top 5

1.0%WSFSnot top 5

0.9%CHEFnot top 5

0.9%CONnot top 5

Held in common3.4%

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

SCDS vs DFAC Returns, Every Period

J.P. MorganSCDS

+20.2%

past year

DFACDimensional

+13.8%

past year

SCDSDFACFaded: behind in that period

2–0SCDS wins

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

SCDS vs IJH

YTD

J.P. MorganSCDS

+18.7%

IJHiShares

+9.5%

+18.7%Year to date+9.5%

−9.7%Worst drop · 1Y−8.8%

17.7%Volatility · 1Y15.5%

1.1%Yield1.3%

$9.2MAssets$121B

3–1IJH wins

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

Cost, Income and Risk

Fees: SCDS, DFAC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAC0.21%$21

SCDS0.40%$40

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

Yields: SCDS, DFAC, IJH

1.25%highest, IJH

FundTrailing yieldYield$10k

IJH1.25%$125

SCDS1.13%$113

DFAC0.90%$90

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

SCDS$113 − $40 = $73

DFAC$90 − $21 = $69

KeptFee

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

Overlap: SCDS, DFAC, IJH

Today

11.4%most shared, DFAC and IJH

SCDSDFACIJH

SCDS—3.4%8.5%

DFAC3.4%—11.4%

IJH8.5%11.4%—

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

Return vs Bumpiness: 3 ETFs

+20.2%SCDS, at 17.7% volatility

DFACWorst drop−8.5%12.9% vol

IJHWorst drop−8.8%15.5% vol

SCDSWorst drop−9.7%17.7% vol

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

Paid More vs Made More

YTD

IJHSCDS

+9.5%Year to date+18.7%

1.3%Yield1.1%

+12.9%Past year+20.2%

0.05%Fee0.40%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026