Compare · 3 funds side by side · dividends reinvested

CALF, DFAS and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,033DFAS · best of the three

02 / 04

CALF, DFAS and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Pacer US Small Cap Cash Cows ETFUS Stock Styles · Small cap0.59%1.11%+30.8%+36.4%+13.4%+7.0%−7.9%16.3%$3.8B1.9

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$33.7B2.0

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$104B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: CALF 2017 · DFAS 1992 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Pacer US Small Cap Cash Cows ETF · $3.8B$14,009

CALF

DFAS

Dimensional - US Small Cap ETF · $33.7B$14,033

$10,000 five years ago, dividends reinvested · they hold 11.6% in common

CALFMeasureDFAS

+30.8%Year to dateJan 1 → Nov 9+16.1%

+36.4%1 yearTotal return+20.9%

+13.4%3 years · per year$10,000 became $14,593 · $16,239+17.5%

+7.0%5 years · per year$10,000 became $14,009 · $14,033+7.0%

0.59%Expense ratio$59 · $30 a year on $10k · lower is better0.30%

1.11%Trailing 12-mo yield$111 · $100 a year on $10k1.00%

−7.9%Worst dropSmaller is better−9.4%

16.3%VolatilityLower is calmer15.9%

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

4–3CALF wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CALF vs DFAS: Top 5 Holdings

Today

CALF

10.5%in top 5

DFAS

in top 51.3%

CALFStockDFAS

2.2%OMCnot top 5

2.1%CTSHnot top 5

2.1%THCnot top 5

2.1%SUNBnot top 5

2.0%KHCnot top 5

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5CCK0.3%

not top 5MOG-A0.2%

not top 5SJM0.2%

Held in common11.6%

End-of-day Nov 9, 2026 · share of each fund

CALF vs DFAS Returns, Every Period

PacerCALF

+7.0%

5 years, per year

DFASDimensional

+7.0%

5 years, per year

CALFDFASFaded: behind in that period

2–1CALF wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CALF vs IJR

YTD

PacerCALF

+30.8%

IJRiShares

+18.9%

+30.8%Year to date+18.9%

−7.9%Worst drop · 1Y−9.7%

16.3%Volatility · 1Y16.4%

1.1%Yield1.2%

$3.8BAssets$104B

3–1CALF wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CALF, DFAS, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

DFAS0.30%$30

CALF0.59%$59

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CALF, DFAS, IJR

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

CALF1.11%$111

DFAS1.00%$100

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

DFAS$100 − $30 = $70

CALF$111 − $59 = $52

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CALF, DFAS, IJR

Today

34.5%most shared, DFAS and IJR

CALFDFASIJR

CALF—11.6%13.4%

DFAS11.6%—34.5%

IJR13.4%34.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+36.4%CALF, at 16.3% volatility

DFASWorst drop−9.4%15.9% vol

CALFWorst drop−7.9%16.3% vol

IJRWorst drop−9.7%16.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IJRCALF

+18.9%Year to date+30.8%

1.2%Yield1.1%

+22.8%Past year+36.4%

0.06%Fee0.59%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026