Compare · 3 funds side by side · dividends reinvested

SCOW, DFAS and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,927DFAS · best of the three

02 / 04

SCOW, DFAS and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.8B1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.9

Pacer Funds Trust - Pacer S&P SmallCap 600 Quality FCF Aristocrats ETFUS Stock Styles · Small cap0.59%0.53%+17.3%+16.9%[…][…]−8.0%16.4%$2M2.0

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: SCOW 2025 · DFAS 1992 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Pacer Funds Trust - Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF · $2M[…]

SCOW

DFAS

Dimensional - US Small Cap ETF · $33.8B$13,927

$10,000 five years ago, dividends reinvested · they hold 5.6% in common

SCOWMeasureDFAS

+17.3%Year to dateJan 1 → Nov 6+12.7%

+16.9%1 yearTotal return+15.9%

[…]3 years · per year$10,000 became […] · $16,130+17.3%

[…]5 years · per year$10,000 became […] · $13,927+6.8%

0.59%Expense ratio$59 · $30 a year on $10k · lower is better0.30%

0.53%Trailing 12-mo yield$53 · $103 a year on $10k1.03%

−8.0%Worst dropSmaller is better−9.4%

16.4%VolatilityLower is calmer15.7%

SCOWDFAS 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

SCOW vs DFAS: Top 5 Holdings

Today

SCOW

21.3%in top 5

DFAS

in top 51.3%

SCOWStockDFAS

4.9%JXNnot top 5

4.6%ETSYnot top 5

4.1%PAYCnot top 5

3.9%MTCHnot top 5

3.8%BOXnot top 5

not top 5SWKS0.3%

not top 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

not top 5UMBF0.2%

Held in common5.6%

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

SCOW vs DFAS Returns, Every Period

PacerSCOW

+16.9%

past year

DFASDimensional

+15.9%

past year

SCOWDFASFaded: behind in that period

2–0SCOW wins

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

SCOW vs IJH

YTD

PacerSCOW

+17.3%

IJHiShares

+9.5%

+17.3%Year to date+9.5%

−8.0%Worst drop · 1Y−8.8%

16.4%Volatility · 1Y15.5%

0.5%Yield1.3%

$1.7MAssets$121B

2–2level

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

Cost, Income and Risk

Fees: SCOW, DFAS, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAS0.30%$30

SCOW0.59%$59

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

Yields: SCOW, DFAS, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

DFAS1.03%$103

SCOW0.53%$53

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAS$103 − $30 = $73

SCOW$53 − $59 = −$6

KeptFee

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

Overlap: SCOW, DFAS, IJH

Today

40.7%most shared, DFAS and IJH

SCOWDFASIJH

SCOW—5.6%0.0%

DFAS5.6%—40.7%

IJH0.0%40.7%—

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

Return vs Bumpiness: 3 ETFs

+16.9%SCOW, at 16.4% volatility

IJHWorst drop−8.8%15.5% vol

DFASWorst drop−9.4%15.7% vol

SCOWWorst drop−8.0%16.4% vol

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

Paid More vs Made More

YTD

IJHSCOW

+9.5%Year to date+17.3%

1.3%Yield0.5%

+12.9%Past year+16.9%

0.05%Fee0.59%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026