Compare · 4 funds side by side · dividends reinvested

DFAC, IJS, IJH and IWF

DFACDimensional×IJSiShares×IJHiShares×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,869DFAC · best of the four

02 / 04

DFAC, IJS, IJH and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.4%+18.1%+21.3%+11.0%−8.5%13.1%$85.6B1.9

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.38%+19.3%+24.9%+17.6%+6.5%−9.3%16.3%$7.5B2.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$121B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.3

Rank among the four1st → 4thFee, 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: DFAC 2005 · IJS 2000 · IJH 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P Small-Cap 600 Value ETF · $7.5B$13,675

IJS

DFAC

Dimensional - US Core Equity 2 ETF · $85.6B$16,869

$10,000 five years ago, dividends reinvested · they hold 4.7% in common

IJSMeasureDFAC

+19.3%Year to dateJan 1 → Nov 9+14.4%

+24.9%1 yearTotal return+18.1%

+17.6%3 years · per year$10,000 became $16,259 · $17,839+21.3%

+6.5%5 years · per year$10,000 became $13,675 · $16,869+11.0%

0.18%Expense ratio$18 · $21 a year on $10k · lower is better0.21%

1.38%Trailing 12-mo yield$138 · $88 a year on $10k0.88%

−9.3%Worst dropSmaller is better−8.5%

16.3%VolatilityLower is calmer13.1%

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

4–4Level

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

More Ways to See the Pairs

IJS vs DFAC: Top 5 Holdings

Today

IJS

4.8%in top 5

DFAC

in top 520.4%

IJSStockDFAC

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.8%

not top 5AMZN2.7%

not top 5META1.9%

1.1%PAYCnot top 5

1.0%MTCHnot top 5

0.9%EPAMnot top 5

0.9%VSXYnot top 5

0.9%JXNnot top 5

Held in common4.7%

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

IJS vs DFAC Returns, Every Period

iSharesIJS

+6.5%

5 years, per year

DFACDimensional

+11.0%

5 years, per year

IJSDFACFaded: behind in that period

2–2Level

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

IJS vs IJH

YTD

iSharesIJS

+19.3%

IJHiShares

+13.6%

+19.3%Year to date+13.6%

−9.3%Worst drop · 1Y−8.8%

16.3%Volatility · 1Y15.8%

1.4%Yield1.2%

$7.5BAssets$121B

2–2level

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

Cost, Income and Risk

Fees: DFAC, IJS, IJH, IWF

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IJS0.18%$18

IWF0.18%$18

DFAC0.21%$21

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

Yields: DFAC, IJS, IJH, IWF

1.38%highest, IJS

FundTrailing yieldYield$10k

IJS1.38%$138

IJH1.21%$121

DFAC0.88%$88

IWF0.39%$39

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

Income After Fees on $10,000

$120most kept, IJS

IJS$138 − $18 = $120

IJH$121 − $5 = $116

DFAC$88 − $21 = $67

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFAC, IJS, IJH, IWF

Today

40.2%most shared, DFAC and IWF

DFACIJSIJHIWF

DFAC—4.7%11.4%40.2%

IJS4.7%—0.0%0.0%

IJH11.4%0.0%—1.9%

IWF40.2%0.0%1.9%—

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

Return vs Bumpiness: 4 ETFs

+24.9%IJS, at 16.3% volatility

DFACWorst drop−8.5%13.1% vol

IJHWorst drop−8.8%15.8% vol

IJSWorst drop−9.3%16.3% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

IJSDFAC

+19.3%Year to date+14.4%

1.4%Yield0.9%

+24.9%Past year+18.1%

0.18%Fee0.21%

4–0IJS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%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