Compare · 2 funds side by side · dividends reinvested

SVAL and DFAC

SVALiShares×DFACDimensional×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$17,599DFAC · best of the two

Story of the two · IncomeMost incomeSVAL · 2.20% · $220 a year on $10k

Story of the two · RiskSmallest drop

SVAL and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+25.1%+29.4%+20.1%+7.4%−9.0%15.5%$163M1.5

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+13.9%+15.1%+20.7%+10.5%−8.5%13.1%$87.7B1.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: SVAL 2020 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.7B$16,443

DFAC

SVAL

iShares US Small Cap Value Factor ETF · $163M$14,289

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

DFACMeasureSVAL

+13.9%

More Ways to See the Pairs

DFAC vs SVAL: Top 5 Holdings

Today

DFAC

19.8%in top 5

SVAL

in top 54.2%

DFACStockSVAL

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: SVAL, DFAC

Today

0.20%lowest, SVAL

FundExpense ratioFee$10k

SVAL0.20%$20

DFAC0.21%$21

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: SVAL, DFAC

1Y

2.20%highest, SVAL

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+25.1%

+15.1%1 yearTotal return+29.4%

+20.7%3 years · per year$10,000 became $17,599 · $17,339+20.1%

+10.5%5 years · per year$10,000 became $16,443 · $14,289+7.4%

0.21%Expense ratio$21 · $20 a year on $10k · lower is better0.20%

0.88%Trailing 12-mo yield$88 · $220 a year on $10k2.20%

−8.5%Worst dropSmaller is better−9.0%

13.1%VolatilityLower is calmer15.5%

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

4–4Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NSIT0.9%

not top 5MGNI0.9%

not top 5CBRL0.8%

not top 5IBEX0.8%

not top 5AZTA0.8%

Held in common1.8%

End-of-day Nov 13, 2026 · share of each fund

DFAC vs SVAL Returns, Every Period

5Y

DimensionalDFAC

+10.5%

5 years, per year

SVALiShares

+7.4%

5 years, per year

DFACSVALFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DFAC vs SVAL

YTD

DimensionalDFAC

+13.9%

SVALiShares

+25.1%

+13.9%Year to date+25.1%

−8.5%Worst drop · 1Y−9.0%

13.1%Volatility · 1Y15.5%

0.9%Yield2.2%

$87.7BAssets$163M

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

SVAL2.20%$220

DFAC0.88%$88

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$200most kept, SVAL

SVAL$220 − $20 = $200

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SVAL, DFAC

Today

1.8%most shared, SVAL and DFAC

SVALDFAC

SVAL—1.8%

DFAC1.8%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+29.4%SVAL, at 15.5% volatility

DFACWorst drop−8.5%13.1% vol

SVALWorst drop−9.0%15.5% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SVALDFAC

+25.1%Year to date+13.9%

2.2%Yield0.9%

+29.4%Past year+15.1%

0.20%Fee0.21%

4–0SVAL wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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SVAL and DFAC

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two