Compare · 4 funds side by side · dividends reinvested

DFAC, JSML, IJR and IWF

DFACDimensional×JSMLJanus Henderson×IJRiShares×IWFiShares×

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, JSML, IJR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$104B1.9

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%$85.7B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.0

Janus Henderson Small Cap Growth Alpha ETFUS Stock Styles · Small cap0.30%0.32%+15.1%+15.9%+21.7%+5.5%−14.8%22.5%$377M3.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAC 2005 · JSML 2016 · IJR 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Janus Henderson Small Cap Growth Alpha ETF · $377M$13,078

JSML

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

JSMLMeasureDFAC

+15.1%Year to dateJan 1 → Nov 6+11.4%

+15.9%1 yearTotal return+13.8%

+21.7%3 years · per year$10,000 became $18,027 · $17,722+21.0%

+5.5%5 years · per year$10,000 became $13,078 · $16,525+10.6%

0.30%Expense ratio$30 · $21 a year on $10k · lower is better0.21%

0.32%Trailing 12-mo yield$32 · $90 a year on $10k0.90%

−14.8%Worst dropSmaller is better−8.5%

22.5%VolatilityLower is calmer12.9%

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

3–5DFAC wins

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

More Ways to See the Pairs

JSML vs DFAC: Top 5 Holdings

Today

JSML

10.3%in top 5

DFAC

in top 520.4%

JSMLStockDFAC

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.8%

not top 5AMZN2.7%

2.2%RHPnot top 5

2.2%CONnot top 5

2.1%OPCHnot top 5

2.0%CVLTnot top 5

not top 5META1.9%

1.9%ZWSnot top 5

Held in common1.3%

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

JSML vs DFAC Returns, Every Period

Janus HendersonJSML

+5.5%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

JSMLDFACFaded: behind in that period

3–1JSML wins

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

JSML vs IJR

YTD

Janus HendersonJSML

+15.1%

IJRiShares

+15.5%

+15.1%Year to date+15.5%

−14.8%Worst drop · 1Y−9.7%

22.5%Volatility · 1Y16.2%

0.3%Yield1.2%

$377MAssets$104B

4–0IJR wins

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

Cost, Income and Risk

Fees: DFAC, JSML, IJR, IWF

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IWF0.18%$18

DFAC0.21%$21

JSML0.30%$30

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

Yields: DFAC, JSML, IJR, IWF

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

DFAC0.90%$90

IWF0.39%$39

JSML0.32%$32

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

IWF$39 − $18 = $21

JSML$32 − $30 = $2

KeptFee

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

Overlap: DFAC, JSML, IJR, IWF

Today

40.2%most shared, DFAC and IWF

DFACJSMLIJRIWF

DFAC—1.3%6.4%40.2%

JSML1.3%—11.3%0.0%

IJR6.4%11.3%—0.1%

IWF40.2%0.0%0.1%—

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

Return vs Bumpiness: 4 ETFs

+17.6%IJR, at 16.2% volatility

DFACWorst drop−8.5%12.9% vol

IJRWorst drop−9.7%16.2% vol

IWFWorst drop−14.6%19.4% vol

JSMLWorst drop−14.8%22.5% vol

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

Paid More vs Made More

YTD

IJRJSML

+15.5%Year to date+15.1%

1.2%Yield0.3%

+17.6%Past year+15.9%

0.06%Fee0.30%

4–0IJR 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$59.1B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026