Compare · 4 funds side by side · dividends reinvested

AFSC, DFAS, VUG and IJR

AFSCAberdeen×DFASDimensional×VUGVanguard×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,124VUG · best of the four

02 / 04

AFSC, DFAS, VUG and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.7B2.3

abrdn Focused U.S. Small Cap Active ETFUS Stock Styles · Small cap1.09%0.07%+16.6%+19.7%[…][…]−11.4%18.9%$9M2.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: AFSC 1997 · DFAS 1992 · VUG 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

abrdn Focused U.S. Small Cap Active ETF · $9M[…]

AFSC

DFAS

Dimensional - US Small Cap ETF · $33.7B$13,927

$10,000 five years ago, dividends reinvested · they hold 3.1% in common

AFSCMeasureDFAS

+16.6%Year to dateJan 1 → Nov 6+12.7%

+19.7%1 yearTotal return+15.9%

[…]3 years · per year$10,000 became […] · $16,130+17.3%

[…]5 years · per year$10,000 became […] · $13,927+6.8%

1.09%Expense ratio$109 · $30 a year on $10k · lower is better0.30%

0.07%Trailing 12-mo yield$7 · $103 a year on $10k1.03%

−11.4%Worst dropSmaller is better−9.4%

18.9%VolatilityLower is calmer15.7%

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

2–4DFAS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AFSC vs DFAS: Top 5 Holdings

Today

AFSC

17.2%in top 5

DFAS

in top 51.3%

AFSCStockDFAS

3.7%AHRnot top 5

3.6%QTWOnot top 5

3.6%MMSInot top 5

3.2%KWRnot top 5

3.1%SBCFnot top 5

not top 5SWKS0.3%

not top 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

not top 5UMBF0.2%

Held in common3.1%

End-of-day Nov 6, 2026 · share of each fund

AFSC vs DFAS Returns, Every Period

AberdeenAFSC

+19.7%

past year

DFASDimensional

+15.9%

past year

AFSCDFASFaded: behind in that period

2–0AFSC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

AFSC vs IJR

YTD

AberdeenAFSC

+16.6%

IJRiShares

+15.5%

+16.6%Year to date+15.5%

−11.4%Worst drop · 1Y−9.7%

18.9%Volatility · 1Y16.2%

0.1%Yield1.2%

$9.4MAssets$104B

3–1IJR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFSC, DFAS, VUG, IJR

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

DFAS0.30%$30

AFSC1.09%$109

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AFSC, DFAS, VUG, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

DFAS1.03%$103

VUG0.42%$42

AFSC0.07%$7

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

DFAS$103 − $30 = $73

VUG$42 − $3 = $39

AFSC$7 − $109 = −$102

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: AFSC, DFAS, VUG, IJR

Today

34.5%most shared, DFAS and IJR

AFSCDFASVUGIJR

AFSC—3.1%0.0%5.7%

DFAS3.1%—0.0%34.5%

VUG0.0%0.0%—0.0%

IJR5.7%34.5%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+19.7%AFSC, at 18.9% volatility

DFASWorst drop−9.4%15.7% vol

IJRWorst drop−9.7%16.2% vol

AFSCWorst drop−11.4%18.9% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJRAFSC

+15.5%Year to date+16.6%

1.2%Yield0.1%

+17.6%Past year+19.7%

0.06%Fee1.09%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026