Compare · 4 funds side by side · dividends reinvested

DFAC, IJS, IJR and VO

DFACDimensional×IJSiShares×IJRiShares×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,820DFAC · best of the four

02 / 04

DFAC, IJS, IJR and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.38%+18.9%+24.5%+17.5%+6.4%−9.3%16.3%$7.5B2.3

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.3

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$85.6B2.4

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%$104B3.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFAC 2005 · IJS 2000 · IJR 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,820

DFAC

IJS

iShares S&P Small-Cap 600 Value ETF · $7.5B$13,632

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

DFACMeasureIJS

+14.1%Year to dateJan 1 → Nov 9+18.9%

+17.7%1 yearTotal return+24.5%

+21.2%3 years · per year$10,000 became $17,787 · $16,208+17.5%

+11.0%5 years · per year$10,000 became $16,820 · $13,632+6.4%

0.21%Expense ratio$21 · $18 a year on $10k · lower is better0.18%

0.88%Trailing 12-mo yield$88 · $138 a year on $10k1.38%

−8.5%Worst dropSmaller is better−9.3%

13.1%VolatilityLower is calmer16.3%

DFACIJS 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

DFAC vs IJS: Top 5 Holdings

Today

DFAC

20.4%in top 5

IJS

in top 54.8%

DFACStockIJS

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.9%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

not top 5PAYC1.0%

not top 5MTCH1.0%

not top 5VSXY0.9%

not top 5EPAM0.9%

not top 5JXN0.9%

Held in common4.7%

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

DFAC vs IJS Returns, Every Period

DimensionalDFAC

+11.0%

5 years, per year

IJSiShares

+6.4%

5 years, per year

DFACIJSFaded: behind in that period

2–2Level

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

DFAC vs IJS

YTD

DimensionalDFAC

+14.1%

IJSiShares

+18.9%

+14.1%Year to date+18.9%

−8.5%Worst drop · 1Y−9.3%

13.1%Volatility · 1Y16.3%

0.9%Yield1.4%

$85.6BAssets$7.5B

2–2level

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

Cost, Income and Risk

Fees: DFAC, IJS, IJR, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

IJS0.18%$18

DFAC0.21%$21

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

Yields: DFAC, IJS, IJR, VO

1.38%highest, IJS

FundTrailing yieldYield$10k

IJS1.38%$138

VO1.35%$135

IJR1.21%$121

DFAC0.88%$88

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IJS$138 − $18 = $120

IJR$121 − $6 = $115

DFAC$88 − $21 = $67

KeptFee

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

Overlap: DFAC, IJS, IJR, VO

Today

65.4%most shared, IJS and IJR

DFACIJSIJRVO

DFAC—4.7%6.4%19.6%

IJS4.7%—65.4%0.0%

IJR6.4%65.4%—0.0%

VO19.6%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+24.5%IJS, at 16.3% volatility

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.1% vol

IJSWorst drop−9.3%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

IJSIJR

+18.9%Year to date+18.9%

1.4%Yield1.2%

+24.5%Past year+22.8%

0.18%Fee0.06%

2–1IJS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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