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$14,758DFAS · 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%1.54%+11.8%+15.9%+16.1%+6.8%−7.0%9.5%$285M1.5

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$35.2B1.5

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

End-of-day Nov 4, 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 · $285M$13,866

SMMV

DFAS

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

$10,000 five years ago, dividends reinvested · they hold 26.4% in common

SMMVMeasureDFAS

+11.8%Year to dateJan 1 → Nov 4+17.0%

+15.9%1 yearTotal return+20.4%

+16.1%3 years · per year$10,000 became $15,637 · $16,976+19.3%

+6.8%5 years · per year$10,000 became $13,866 · $14,758+8.1%

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

1.54%Trailing 12-mo yield$154 · $100 a year on $10k1.00%

−7.0%Worst dropSmaller is better−9.4%

9.5%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 4, 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

6.9%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%ADCnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5MOG-A0.3%

not top 5WCC0.3%

not top 5AIT0.3%

Held in common26.4%

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

SMMV vs DFAS Returns, Every Period

iSharesSMMV

+6.8%

5 years, per year

DFASDimensional

+8.1%

5 years, per year

SMMVDFASFaded: behind in that period

0–4DFAS wins

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

SMMV vs DFAS

YTD

iSharesSMMV

+11.8%

DFASDimensional

+17.0%

+11.8%Year to date+17.0%

−7.0%Worst drop · 1Y−9.4%

9.5%Volatility · 1Y15.3%

1.5%Yield1.0%

$285MAssets$35.2B

3–1SMMV wins

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

Yields: SMMV, DFAS

1.54%highest, SMMV

FundTrailing yieldYield$10k

SMMV1.54%$154

DFAS1.00%$100

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

Income After Fees on $10,000

$134most kept, SMMV

SMMV$154 − $20 = $134

DFAS$100 − $30 = $70

KeptFee

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

Overlap: SMMV, DFAS

Today

26.4%most shared, SMMV and DFAS

SMMVDFAS

SMMV—26.4%

DFAS26.4%—

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

Return vs Bumpiness: 2 ETFs

+20.4%DFAS, at 15.3% volatility

SMMVWorst drop−7.0%9.5% vol

DFASWorst drop−9.4%15.3% vol

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

Paid More vs Made More

YTD

SMMVDFAS

+11.8%Year to date+17.0%

1.5%Yield1.0%

+15.9%Past year+20.4%

0.20%Fee0.30%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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