AESL vs DFAS5YAESLAESLAvsBDFASDFASHarbor AlphaEdge Small Cap Value ETF · $2MDimensional - US Small Cap ETF · $33.5BReturns · dividends in[…]3 years · per year[…] · $16,080+17.2%[…]5 years · per year[…] · $13,429+6.1%Cost and income0.40%Expense ratio$40 · $30 on $10k · lower wins0.30%0.00%12-mo yield$0 · $101 on $10k1.01%Risk · 1 year
Overlap: AESL, DFAS, IJHToday40.7%most shared, DFAS and IJHAESLDFASIJHAESL—5.6%2.2%DFAS5.6%—40.7%IJH2.2%40.7%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
AESL vs DFAS5YAAESLHarbor AlphaEdge Small Cap Value[…]vsDFASBDimensional - US Small Cap$13,429MeasureAESLDFASFee0.40%0.30%Cost on $10k a year$40$30Yield0.00%1.01%5 years, per year[…]+6.1%3 years, per year[…]+17.2%Worst drop · 1Y[…]−9.4%Volatility · 1Y[…]16.0%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$124.0B2BDFASDimensional - US Small Cap ETFReadDesk0.30%1.01%−0.1%+15.1%+17.3%+17.2%+6.1%−9.4%$33.5B3AAESLHarbor AlphaEdge Small Cap Value ETFReadDesk0.40%0.00%0.0%newnewnewnew[…]$2MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$124.0B2BDFASDimensional - US Small Cap ETFReadDesk0.30%1.01%−0.1%+15.1%+17.3%+17.2%+6.1%−9.4%$33.5B3AAESLHarbor AlphaEdge Small Cap Value ETFReadDesk0.40%0.00%0.0%newnewnewnew[…]$2MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
Overlap: AESL, DFAS, IJHToday40.7%most shared, DFAS and IJHAESLDFASIJHAESL—5.6%2.2%DFAS5.6%—40.7%IJH2.2%40.7%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$117most kept, IJHIJH$122 − $5 = $117DFAS$101 − $30 = $71AESL$0 − $40 = −$40KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee