Compare · 2 funds side by side · dividends reinvested

SMMV and DFAS

SMMViShares×DFASDimensional×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,320DFAS · best of the two

02 / 04

SMMV and DFAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.57%+9.8%+13.8%+15.6%+6.0%−7.0%9.4%$280M1.5

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.0%+19.1%+7.4%−9.4%15.3%$34.7B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: SMMV 2016 · DFAS 1992

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Small-Cap Min Vol Factor ETF · $280M$13,382

SMMV

DFAS

Dimensional - US Small Cap ETF · $34.7B$14,320

$10,000 five years ago, dividends reinvested · they hold 26.7% in common

SMMVMeasureDFAS

+9.8%Year to dateJan 1 → Nov 3+15.7%

+13.8%1 yearTotal return+19.0%

+15.6%3 years · per year$10,000 became $15,435 · $16,881+19.1%

+6.0%5 years · per year$10,000 became $13,382 · $14,320+7.4%

0.20%Expense ratio$20 · $30 a year on $10k · lower is better0.30%

1.57%Trailing 12-mo yield$157 · $101 a year on $10k1.01%

−7.0%Worst dropSmaller is better−9.4%

9.4%VolatilityLower is calmer15.3%

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

4–4Level

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

More Ways to See the Pairs

SMMV vs DFAS: Top 5 Holdings

Today

SMMV

6.8%in top 5

DFAS

in top 51.4%

SMMVStockDFAS

1.5%PNWnot top 5

1.4%RNRnot top 5

1.4%OHInot top 5

1.3%THGnot top 5

1.2%OGEnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5MOG-A0.3%

not top 5WCC0.3%

not top 5RRC0.3%

Held in common26.7%

End-of-day Nov 3, 2026 · share of each fund

SMMV vs DFAS Returns, Every Period

iSharesSMMV

+6.0%

5 years, per year

DFASDimensional

+7.4%

5 years, per year

SMMVDFASFaded: behind in that period

0–4DFAS wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SMMV vs DFAS

YTD

iSharesSMMV

+9.8%

DFASDimensional

+15.7%

+9.8%Year to date+15.7%

−7.0%Worst drop · 1Y−9.4%

9.4%Volatility · 1Y15.3%

1.6%Yield1.0%

$280MAssets$34.7B

3–1SMMV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMMV, DFAS

Today

0.20%lowest, SMMV

FundExpense ratioFee$10k

SMMV0.20%$20

DFAS0.30%$30

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SMMV, DFAS

1.57%highest, SMMV

FundTrailing yieldYield$10k

SMMV1.57%$157

DFAS1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$137most kept, SMMV

SMMV$157 − $20 = $137

DFAS$101 − $30 = $71

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SMMV, DFAS

Today

26.7%most shared, SMMV and DFAS

SMMVDFAS

SMMV—26.7%

DFAS26.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.0%DFAS, at 15.3% volatility

SMMVWorst drop−7.0%9.4% vol

DFASWorst drop−9.4%15.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SMMVDFAS

+9.8%Year to date+15.7%

1.6%Yield1.0%

+13.8%Past year+19.0%

0.20%Fee0.30%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026