Compare · 4 funds side by side · dividends reinvested

DFAC, IJS, IWF and IJH

DFACDimensional×IJSiShares×IWFiShares×IJHiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,525DFAC · best of the four

02 / 04

DFAC, IJS, IWF and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.6B1.9

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.42%+15.7%+19.1%+17.6%+6.4%−9.3%16.2%$7.5B2.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$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 6, 2026 · returns include dividends · since: DFAC 2005 · IJS 2000 · IWF 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P Small-Cap 600 Value ETF · $7.5B$13,645

IJS

DFAC

Dimensional - US Core Equity 2 ETF · $85.6B$16,525

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

IJSMeasureDFAC

+15.7%Year to dateJan 1 → Nov 6+11.4%

+19.1%1 yearTotal return+13.8%

+17.6%3 years · per year$10,000 became $16,272 · $17,722+21.0%

+6.4%5 years · per year$10,000 became $13,645 · $16,525+10.6%

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

1.42%Trailing 12-mo yield$142 · $90 a year on $10k0.90%

−9.3%Worst dropSmaller is better−8.5%

16.2%VolatilityLower is calmer12.9%

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

4–4Level

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

IJS vs DFAC Returns, Every Period

iSharesIJS

+6.4%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

IJSDFACFaded: behind in that period

2–2Level

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

IJS vs IJH

YTD

iSharesIJS

+15.7%

IJHiShares

+9.5%

+15.7%Year to date+9.5%

−9.3%Worst drop · 1Y−8.8%

16.2%Volatility · 1Y15.5%

1.4%Yield1.3%

$7.5BAssets$121B

2–2level

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

Cost, Income and Risk

Fees: DFAC, IJS, IWF, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IJS0.18%$18

IWF0.18%$18

DFAC0.21%$21

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

Yields: DFAC, IJS, IWF, IJH

1.42%highest, IJS

FundTrailing yieldYield$10k

IJS1.42%$142

IJH1.25%$125

DFAC0.90%$90

IWF0.39%$39

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

Income After Fees on $10,000

$124most kept, IJS

IJS$142 − $18 = $124

IJH$125 − $5 = $120

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFAC, IJS, IWF, IJH

Today

40.2%most shared, DFAC and IWF

DFACIJSIWFIJH

DFAC—4.7%40.2%11.4%

IJS4.7%—0.0%0.0%

IWF40.2%0.0%—1.9%

IJH11.4%0.0%1.9%—

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

Return vs Bumpiness: 4 ETFs

+19.1%IJS, at 16.2% volatility

DFACWorst drop−8.5%12.9% vol

IJHWorst drop−8.8%15.5% vol

IJSWorst drop−9.3%16.2% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

IJSDFAC

+15.7%Year to date+11.4%

1.4%Yield0.9%

+19.1%Past year+13.8%

0.18%Fee0.21%

4–0IJS wins

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026