Compare · 3 funds side by side · dividends reinvested

ISCG, DFAS and IJR

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,661DFAS · best of the three

Story of the three · IncomeMost incomeIJR · 1.21% · $121 a year on $10k

Story of the three · RiskSmallest drop

ISCG, DFAS and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.0%+19.1%+16.7%+5.3%−9.7%16.4%$106B1.6

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.2%+17.7%+16.9%+6.4%−9.4%16.0%$33.5B1.8

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+10.8%+11.9%+18.4%+3.3%−11.4%18.8%$959M2.5

Rank among the three1st → 3rdFee, 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: ISCG 2004 · DFAS 1992 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

3Y

iShares Morningstar Small-Cap Growth ETF · $959M$16,599

ISCG

DFAS

Dimensional - US Small Cap ETF · $33.5B$15,968

$10,000 three years ago, dividends reinvested · they hold 50.2% in common

ISCG

More Ways to See the Pairs

ISCG vs DFAS: Top 5 Holdings

Today

ISCG

3.7%in top 5

DFAS

in top 51.4%

ISCGStockDFAS

1.0%OKTAnot top 5

0.8%TEAMnot top 5

0.7%GHnot top 5

0.6%Unot top 5

0.6%NBIXnot top 5

Cost, Income and Risk

Fees: ISCG, DFAS, IJR

Today

0.06%lowest, ISCG

FundExpense ratioFee$10k

ISCG0.06%$6

IJR0.06%$6

DFAS0.30%$30

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

Yields: ISCG, DFAS, IJR

Popular Pairs Near These Three

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%

Measure

DFAS

+10.8%Year to dateJan 1 → Nov 12+15.2%

+11.9%1 yearTotal return+17.7%

+18.4%3 years · per year$10,000 became $16,599 · $15,968+16.9%

+3.3%5 years · per year$10,000 became $11,782 · $13,661+6.4%

0.06%Expense ratio$6 · $30 a year on $10k · lower is better0.30%

0.65%Trailing 12-mo yield$65 · $101 a year on $10k1.01%

−11.4%Worst dropSmaller is better−9.4%

18.8%VolatilityLower is calmer16.0%

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

2–6DFAS wins

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

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5MOG-A0.3%

not top 5AMG0.3%

not top 5AIT0.2%

Held in common50.2%

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

ISCG vs DFAS Returns, Every Period

5Y

iSharesISCG

+3.3%

5 years, per year

DFASDimensional

+6.4%

5 years, per year

ISCGDFASFaded: behind in that period

1–3DFAS wins

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

ISCG vs IJR

YTD

iSharesISCG

+10.8%

IJRiShares

+18.0%

+10.8%Year to date+18.0%

−11.4%Worst drop · 1Y−9.7%

18.8%Volatility · 1Y16.4%

0.7%Yield1.2%

$959MAssets$106B

4–0IJR wins

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

1Y

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

DFAS1.01%$101

ISCG0.65%$65

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

Income After Fees on $10,000

1Y

$115most kept, IJR

IJR$121 − $6 = $115

DFAS$101 − $30 = $71

ISCG$65 − $6 = $59

KeptFee

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

Overlap: ISCG, DFAS, IJR

Today

50.2%most shared, ISCG and DFAS

ISCGDFASIJR

ISCG—50.2%25.3%

DFAS50.2%—34.5%

IJR25.3%34.5%—

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

Return vs Bumpiness: 3 ETFs

1Y

+19.1%IJR, at 16.4% volatility

DFASWorst drop−9.4%16.0% vol

IJRWorst drop−9.7%16.4% vol

ISCGWorst drop−11.4%18.8% vol

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

Paid More vs Made More

YTD

IJRDFAS

+18.0%Year to date+15.2%

1.2%Yield1.0%

+19.1%Past year+17.7%

0.06%Fee0.30%

4–0IJR 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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ISCG, DFAS and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three