Compare · 3 funds side by side · dividends reinvested

DFAC, ISCG and IJR

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

02 / 04

DFAC, ISCG and IJR, 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%$85.7B1.6

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B1.6

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.67%+7.9%+9.1%+18.9%+3.6%−11.4%18.5%$927M2.6

Rank among the three1st → 3rdFee, 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 · ISCG 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $104B$13,170

IJR

ISCG

iShares Morningstar Small-Cap Growth ETF · $927M$11,960

$10,000 five years ago, dividends reinvested · they hold 25.0% in common

IJRMeasureISCG

+15.5%Year to dateJan 1 → Nov 6+7.9%

+17.6%1 yearTotal return+9.1%

+17.3%3 years · per year$10,000 became $16,147 · $16,813+18.9%

+5.7%5 years · per year$10,000 became $13,170 · $11,960+3.6%

0.06%Expense ratio$6 · $6 a year on $10k · lower is better0.06%

1.24%Trailing 12-mo yield$124 · $67 a year on $10k0.67%

−9.7%Worst dropSmaller is better−11.4%

16.2%VolatilityLower is calmer18.5%

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

6–1IJR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IJR vs ISCG: Top 5 Holdings

Today

IJR

2.6%in top 5

ISCG

in top 54.0%

IJRStockISCG

not top 5TEAM1.0%

not top 5OKTA1.0%

not top 5ROKU0.7%

not top 5GH0.7%

not top 5U0.6%

0.6%PAYCnot top 5

0.5%LTHnot top 5

0.5%MTCHnot top 5

0.5%RHPnot top 5

0.5%PTGXnot top 5

Held in common25.0%

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

IJR vs ISCG Returns, Every Period

iSharesIJR

+5.7%

5 years, per year

ISCGiShares

+3.6%

5 years, per year

IJRISCGFaded: behind in that period

3–1IJR wins

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

IJR vs DFAC

YTD

iSharesIJR

+15.5%

DFACDimensional

+11.4%

+15.5%Year to date+11.4%

−9.7%Worst drop · 1Y−8.5%

16.2%Volatility · 1Y12.9%

1.2%Yield0.9%

$104BAssets$85.7B

2–2level

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

Cost, Income and Risk

Fees: DFAC, ISCG, IJR

Today

0.06%lowest, ISCG

FundExpense ratioFee$10k

ISCG0.06%$6

IJR0.06%$6

DFAC0.21%$21

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

Yields: DFAC, ISCG, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

DFAC0.90%$90

ISCG0.67%$67

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

DFAC$90 − $21 = $69

ISCG$67 − $6 = $61

KeptFee

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

Overlap: DFAC, ISCG, IJR

Today

25.0%most shared, ISCG and IJR

DFACISCGIJR

DFAC—12.1%6.4%

ISCG12.1%—25.0%

IJR6.4%25.0%—

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

Return vs Bumpiness: 3 ETFs

+17.6%IJR, at 16.2% volatility

DFACWorst drop−8.5%12.9% vol

IJRWorst drop−9.7%16.2% vol

ISCGWorst drop−11.4%18.5% vol

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

Paid More vs Made More

YTD

IJRDFAC

+15.5%Year to date+11.4%

1.2%Yield0.9%

+17.6%Past year+13.8%

0.06%Fee0.21%

4–0IJR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026