Compare · 4 funds side by side · dividends reinvested

DFAC, FVAL, VUG and IJR

DFACDimensional×FVALFidelity×VUGVanguard×IJRiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,546FVAL · best of the four

Story of the four · IncomeMost incomeFVAL · 1.50% · $150 a year on $10k

Story of the four · RiskSmallest drop

DFAC, FVAL, VUG and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Value Factor ETFUS Stock Styles · Value0.15%1.50%+14.5%+17.1%+21.1%+11.9%−8.9%12.4%$1.4B1.8

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%$107B2.5

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+15.4%+20.7%+10.6%−8.5%13.1%$88.3B2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B3.1

Rank among the four1st → 4thFee, 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: DFAC 2005 · FVAL 2016 · VUG 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity Value Factor ETF · $1.4B$17,546

FVAL

More Ways to See the Pairs

FVAL vs DFAC: Top 5 Holdings

Today

FVAL

29.1%in top 5

DFAC

in top 519.8%

FVALStockDFAC

8.2%AAPL5.9%

6.5%NVDA4.4%

6.2%MSFT4.7%

4.4%GOOGLnot top 5

3.8%AMZN

Cost, Income and Risk

Fees: DFAC, FVAL, VUG, IJR

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

FVAL0.15%$15

DFAC0.21%$21

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

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

DFAC

Dimensional - US Core Equity 2 ETF · $88.3B$16,580

$10,000 five years ago, dividends reinvested · they hold 41.7% in common

FVALMeasureDFAC

+14.5%Year to dateJan 1 → Nov 12+14.1%

+17.1%1 yearTotal return+15.4%

+21.1%3 years · per year$10,000 became $17,775 · $17,581+20.7%

+11.9%5 years · per year$10,000 became $17,546 · $16,580+10.6%

0.15%Expense ratio$15 · $21 a year on $10k · lower is better0.21%

1.50%Trailing 12-mo yield$150 · $88 a year on $10k0.88%

−8.9%Worst dropSmaller is better−8.5%

12.4%VolatilityLower is calmer13.1%

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

7–1FVAL wins

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

2.7%

not top 5META1.9%

Held in common41.7%

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

FVAL vs DFAC Returns, Every Period

5Y

FidelityFVAL

+11.9%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

FVALDFACFaded: behind in that period

4–0FVAL wins

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

FVAL vs IJR

YTD

FidelityFVAL

+14.5%

IJRiShares

+18.0%

+14.5%Year to date+18.0%

−8.9%Worst drop · 1Y−9.7%

12.4%Volatility · 1Y16.4%

1.5%Yield1.2%

$1.4BAssets$107B

3–1FVAL wins

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

Yields: DFAC, FVAL, VUG, IJR

1Y

1.50%highest, FVAL

FundTrailing yieldYield$10k

FVAL1.50%$150

IJR1.21%$121

DFAC0.88%$88

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$135most kept, FVAL

FVAL$150 − $15 = $135

IJR$121 − $6 = $115

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

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

Overlap: DFAC, FVAL, VUG, IJR

Today

42.3%most shared, FVAL and VUG

DFACFVALVUGIJR

DFAC—41.7%35.8%6.4%

FVAL41.7%—42.3%0.3%

VUG35.8%42.3%—0.0%

IJR6.4%0.3%0.0%—

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

Return vs Bumpiness: 4 ETFs

1Y

+19.1%IJR, at 16.4% volatility

FVALWorst drop−8.9%12.4% vol

DFACWorst drop−8.5%13.1% vol

IJRWorst drop−9.7%16.4% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

FVALIJR

+14.5%Year to date+18.0%

1.5%Yield1.2%

+17.1%Past year+19.1%

0.15%Fee0.06%

3–1IJR wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD 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

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DFAC, FVAL, VUG and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four