Compare · 2 funds side by side · dividends reinvested

DFAC and SMLF

DFACDimensional×SMLFiShares×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,580DFAC · best of the two

Story of the two · IncomeMost incomeSMLF · 0.99% · $99 a year on $10k

Story of the two · RiskSmallest drop

DFAC and SMLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+15.4%+20.7%+10.6%−8.5%13.1%$87.7B1.5

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.99%+14.9%+16.0%+20.6%+9.2%−8.7%17.5%$4.3B1.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: DFAC 2005 · SMLF 2015

Head to Head

Swap sides Versus in desk

Head to Head

1Y

Dimensional - US Core Equity 2 ETF · $87.7B$11,541

DFAC

SMLF

iShares U.S. Small-Cap Equity Factor ETF · $4.3B$11,596

$10,000 one year ago, dividends reinvested · they hold 15.0% in common

DFACMeasureSMLF

+14.1%

More Ways to See the Pairs

DFAC vs SMLF: Top 5 Holdings

Today

DFAC

19.8%in top 5

SMLF

in top 53.3%

DFACStockSMLF

5.9%AAPLnot top 5

4.7%MSFTnot top 5

4.4%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Cost, Income and Risk

Fees: DFAC, SMLF

Today

0.15%lowest, SMLF

FundExpense ratioFee$10k

SMLF0.15%$15

DFAC0.21%$21

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DFAC, SMLF

1Y

0.99%highest, SMLF

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+14.9%

+15.4%1 yearTotal return+16.0%

+20.7%3 years · per year$10,000 became $17,581 · $17,531+20.6%

+10.6%5 years · per year$10,000 became $16,580 · $15,507+9.2%

0.21%Expense ratio$21 · $15 a year on $10k · lower is better0.15%

0.88%Trailing 12-mo yield$88 · $99 a year on $10k0.99%

−8.5%Worst dropSmaller is better−8.7%

13.1%VolatilityLower is calmer17.5%

DFACSMLF Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5EME0.8%

not top 5WSM0.7%

not top 5JBL0.6%

not top 5NVT0.6%

not top 5RS0.6%

Held in common15.0%

End-of-day Nov 12, 2026 · share of each fund

DFAC vs SMLF Returns, Every Period

5Y

DimensionalDFAC

+10.6%

5 years, per year

SMLFiShares

+9.2%

5 years, per year

DFACSMLFFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFAC vs SMLF

YTD

DimensionalDFAC

+14.1%

SMLFiShares

+14.9%

+14.1%Year to date+14.9%

−8.5%Worst drop · 1Y−8.7%

13.1%Volatility · 1Y17.5%

0.9%Yield1.0%

$87.7BAssets$4.3B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

SMLF0.99%$99

DFAC0.88%$88

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

Income After Fees on $10,000

1Y

$84most kept, SMLF

SMLF$99 − $15 = $84

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFAC, SMLF

Today

15.0%most shared, DFAC and SMLF

DFACSMLF

DFAC—15.0%

SMLF15.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+16.0%SMLF, at 17.5% volatility

DFACWorst drop−8.5%13.1% vol

SMLFWorst drop−8.7%17.5% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SMLFDFAC

+14.9%Year to date+14.1%

1.0%Yield0.9%

+16.0%Past year+15.4%

0.15%Fee0.21%

4–0SMLF wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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DFAC and SMLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two