DFAS vs FNX5YDFASDFASAvsBFNXFNXDimensional - US Small Cap ETF · $34.7BFirst Trust Mid Cap Core AlphaDEX Fund · $1.4BReturns · dividends in+16.5%3 years · per year$15,805 · $16,539+18.3%+6.9%5 years · per year$13,953 · $14,422+7.6%Cost and income0.30%Expense ratio$30 · $62 on $10k · lower wins0.62%1.01%
Overlap: DFAS, FNX, IJHToday45.5%most shared, DFAS and FNXDFASFNXIJHDFAS—45.5%40.7%FNX45.5%—39.0%IJH40.7%39.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
DFAS vs FNX5YADFASDimensional - US Small Cap$13,953vsFNXBFirst Trust Mid Cap Core AlphaDEX Fund$14,422$10k$13kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BFNXFirst Trust Mid Cap Core AlphaDEX FundReadDesk0.62%0.97%+2.6%+14.1%+18.2%+18.3%+7.6%−9.2%$1.4B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+13.2%+15.7%+16.0%+6.9%−8.8%$125.2B3ADFASDimensional - US Small Cap ETFReadDesk0.30%1.01%−0.3%+15.7%+19.6%+16.5%+6.9%−9.4%$34.7BEnd-of-day Nov 10, 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▲▼1BFNXFirst Trust Mid Cap Core AlphaDEX FundReadDesk0.62%0.97%+2.6%+14.1%+18.2%+18.3%+7.6%−9.2%$1.4B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+13.2%+15.7%+16.0%+6.9%−8.8%$125.2B3ADFASDimensional - US Small Cap ETFReadDesk0.30%1.01%−0.3%+15.7%+19.6%+16.5%+6.9%−9.4%$34.7BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: DFAS, FNX, IJHToday45.5%most shared, DFAS and FNXDFASFNXIJHDFAS—45.5%40.7%FNX45.5%—39.0%IJH40.7%39.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$117most kept, IJHIJH$122 − $5 = $117DFAS$101 − $30 = $71FNX$97 − $62 = $35KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee