DFSV vs IWM5YDFSVDFSVAvsBIWMIWMU.S. Small Cap Value Portfolio ETF Class Shares · $27.5BiShares Russell 2000 ETF · $76.8BReturns · dividends in+18.4%3 years · per year$16,578 · $16,891+19.1%[…]5 years · per year[…] · $12,210+4.1%Cost and income0.31%Expense ratio$31 · $19 on $10k · lower wins0.19%1.39%12-mo yield$139 · $98 on $10k
Overlap: DFSV, IWM, IJHToday30.2%most shared, DFSV and IWMDFSVIWMIJHDFSV—30.2%20.2%IWM30.2%—12.5%IJH20.2%12.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
DFSV vs IWM5YADFSVU.S. Small Cap Value Portfolio ETF Class Shares[…]vsIWMBiShares Russell 2000$12,210MeasureDFSVIWMFee0.31%0.19%Cost on $10k a year$31$19Yield1.39%0.98%5 years, per year[…]+4.1%3 years, per year+18.4%+19.1%Worst drop · 1Y−9.4%−11.1%Volatility · 1Y15.2%
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%$123.7B2BIWMiShares Russell 2000 ETFReadDesk0.19%0.98%−0.3%+13.5%+15.1%+19.1%+4.1%−11.1%$76.8B3ADFSVU.S. Small Cap Value Portfolio ETF Class SharesReadDesk0.31%1.39%0.0%+20.1%+24.7%+18.4%new−9.4%$27.5BEnd-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%$123.7B2BIWMiShares Russell 2000 ETFReadDesk0.19%0.98%−0.3%+13.5%+15.1%+19.1%+4.1%−11.1%$76.8B3ADFSVU.S. Small Cap Value Portfolio ETF Class SharesReadDesk0.31%1.39%0.0%+20.1%+24.7%+18.4%new−9.4%$27.5BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
IWM vs VBYTDiSharesIWMiSA+13.5%vsBVVBVanguard+14.0%Jan 1Nov 13+13.5%+14.0%+13.5%Year to date+14.0%1.0%Yield1.3%$76.8BAssets$76.9B2–0VB winsEnd-of-day Nov 13, 2026
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%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: DFSV, IWM, IJHToday30.2%most shared, DFSV and IWMDFSVIWMIJHDFSV—30.2%20.2%IWM30.2%—12.5%IJH20.2%12.5%—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 = $117DFSV$139 − $31 = $108IWM$98 − $19 = $79KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee