FYT vs DFAS5YFYTFYTAvsBDFASDFASFirst Trust Small Cap Value AlphaDEX Fund · $176MDimensional - US Small Cap ETF · $33.5BReturns · dividends in+17.5%3 years · per year$16,205 · $16,080+17.2%+7.1%5 years · per year$14,102 · $13,429+6.1%Cost and income0.70%Expense ratio$70 · $30 on $10k · lower wins0.30%1.83%
Overlap: FYT, DFAS, IJHToday40.7%most shared, DFAS and IJHFYTDFASIJHFYT—13.5%3.3%DFAS13.5%—40.7%IJH3.3%40.7%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
FYT vs DFAS5YAFYTFirst Trust Small Cap Value AlphaDEX Fund$14,102vsDFASBDimensional - US Small Cap$13,429$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▲▼1AFYTFirst Trust Small Cap Value AlphaDEX FundReadDesk0.70%1.83%+0.4%+26.2%+30.5%+17.5%+7.1%−8.6%$176M2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$123.7B3BDFASDimensional - US Small Cap ETFReadDesk0.30%1.01%−0.1%+15.1%+17.3%+17.2%+6.1%−9.4%$33.5BEnd-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▲▼1AFYTFirst Trust Small Cap Value AlphaDEX FundReadDesk0.70%1.83%+0.4%+26.2%+30.5%+17.5%+7.1%−8.6%$176M2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$123.7B3BDFASDimensional - US Small Cap ETFReadDesk0.30%1.01%−0.1%+15.1%+17.3%+17.2%+6.1%−9.4%$33.5BEnd-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%$42.5BAssets$47.1B1–1levelEnd-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$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: FYT, DFAS, IJHToday40.7%most shared, DFAS and IJHFYTDFASIJHFYT—13.5%3.3%DFAS13.5%—40.7%IJH3.3%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 = $117FYT$183 − $70 = $113DFAS$101 − $30 = $71KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee