Compare · 2 funds side by side · dividends reinvested

DFAS and SMLF

DFASDimensional×SMLFiShares×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$17,531SMLF · best of the two

Story of the two · IncomeMost incomeDFAS · 1.01% · $101 a year on $10k

Story of the two · RiskSmallest drop

DFAS and SMLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.2%+17.7%+16.9%+6.4%−9.4%16.0%$33.9B1.5

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: DFAS 1992 · SMLF 2015

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares U.S. Small-Cap Equity Factor ETF · $4.3B$15,507

SMLF

DFAS

Dimensional - US Small Cap ETF · $33.9B$13,661

$10,000 five years ago, dividends reinvested · they hold 42.7% in common

SMLFMeasureDFAS

+14.9%

More Ways to See the Pairs

SMLF vs DFAS: Top 5 Holdings

Today

SMLF

3.3%in top 5

DFAS

in top 51.4%

SMLFStockDFAS

0.8%EMEnot top 5

0.7%WSMnot top 5

0.6%JBLnot top 5

0.6%NVTnot top 5

0.6%RSnot top 5

Cost, Income and Risk

Fees: DFAS, SMLF

Today

0.15%lowest, SMLF

FundExpense ratioFee$10k

SMLF0.15%$15

DFAS0.30%$30

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

Yields: DFAS, SMLF

1Y

1.01%highest, DFAS

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%

$123BAssets$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

+15.2%

+16.0%1 yearTotal return+17.7%

+20.6%3 years · per year$10,000 became $17,531 · $15,968+16.9%

+9.2%5 years · per year$10,000 became $15,507 · $13,661+6.4%

0.15%Expense ratio$15 · $30 a year on $10k · lower is better0.30%

0.99%Trailing 12-mo yield$99 · $101 a year on $10k1.01%

−8.7%Worst dropSmaller is better−9.4%

17.5%VolatilityLower is calmer16.0%

SMLFDFAS 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 5SWKS0.3%

not top 5ELAN0.3%

not top 5MOG-A0.3%

not top 5AMG0.3%

not top 5AIT0.2%

Held in common42.7%

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

SMLF vs DFAS Returns, Every Period

5Y

iSharesSMLF

+9.2%

5 years, per year

DFASDimensional

+6.4%

5 years, per year

SMLFDFASFaded: behind in that period

2–2Level

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

SMLF vs DFAS

YTD

iSharesSMLF

+14.9%

DFASDimensional

+15.2%

+14.9%Year to date+15.2%

−8.7%Worst drop · 1Y−9.4%

17.5%Volatility · 1Y16.0%

1.0%Yield1.0%

$4.3BAssets$33.9B

2–1DFAS wins

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

Yield

$10k

DFAS1.01%$101

SMLF0.99%$99

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

Income After Fees on $10,000

1Y

$84most kept, SMLF

SMLF$99 − $15 = $84

DFAS$101 − $30 = $71

KeptFee

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

Overlap: DFAS, SMLF

Today

42.7%most shared, DFAS and SMLF

DFASSMLF

DFAS—42.7%

SMLF42.7%—

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

Return vs Bumpiness: 2 ETFs

1Y

+17.7%DFAS, at 16.0% volatility

DFASWorst drop−9.4%16.0% 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

DFASSMLF

+15.2%Year to date+14.9%

1.0%Yield1.0%

+17.7%Past year+16.0%

0.30%Fee0.15%

2–1DFAS wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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DFAS and SMLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two