Compare · 4 funds side by side · dividends reinvested

DFAC, SAMM, IJR and IWF

DFACDimensional×SAMMStrategas×IJRiShares×IWFiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,689DFAC · best of the four

Story of the four · IncomeMost incomeIJR · 1.21% · $121 a year on $10k

Story of the four · RiskSmallest drop

DFAC, SAMM, IJR 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%+13.7%+16.9%+20.5%+10.8%−8.5%13.0%$87.7B1.8

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.5%+21.3%+16.2%+5.7%−9.7%16.3%$107B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B3.0

Strategas Macro Momentum ETFUS Stock Styles · Factor1.07%1.01%+2.1%+5.3%[…][…]−17.9%22.3%$40M3.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: DFAC 2005 · SAMM 2024 · IJR 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.7B$16,689

DFAC

More Ways to See the Pairs

DFAC vs SAMM: Top 5 Holdings

Today

DFAC

20.2%in top 5

SAMM

in top 516.1%

DFACStockSAMM

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.6%NVDAnot top 5

not top 5MRNA3.4%

not top 5CRL3.4%

Cost, Income and Risk

Fees: DFAC, SAMM, IJR, IWF

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IWF0.18%$18

DFAC0.21%$21

SAMM1.07%$107

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

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VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SAMM

Strategas Macro Momentum ETF · $40M[…]

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

DFACMeasureSAMM

+13.7%Year to dateJan 1 → Nov 10+2.1%

+16.9%1 yearTotal return+5.3%

+20.5%3 years · per year$10,000 became $17,492 · […][…]

+10.8%5 years · per year$10,000 became $16,689 · […][…]

0.21%Expense ratio$21 · $107 a year on $10k · lower is better1.07%

0.88%Trailing 12-mo yield$88 · $101 a year on $10k1.01%

−8.5%Worst dropSmaller is better−17.9%

13.0%VolatilityLower is calmer22.3%

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

5–1DFAC wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5CRWD3.3%

not top 5CNC3.1%

not top 5SN3.0%

2.7%AMZNnot top 5

2.0%METAnot top 5

Held in common4.7%

End-of-day Nov 10, 2026 · share of each fund

DFAC vs SAMM Returns, Every Period

1Y

DimensionalDFAC

+16.9%

past year

SAMMStrategas

+5.3%

past year

DFACSAMMFaded: behind in that period

2–0DFAC wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

DFAC vs IJR

YTD

DimensionalDFAC

+13.7%

IJRiShares

+18.5%

+13.7%Year to date+18.5%

−8.5%Worst drop · 1Y−9.7%

13.0%Volatility · 1Y16.3%

0.9%Yield1.2%

$87.7BAssets$107B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: DFAC, SAMM, IJR, IWF

1Y

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

SAMM1.01%$101

DFAC0.88%$88

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$115most kept, IJR

IJR$121 − $6 = $115

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

SAMM$101 − $107 = −$6

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DFAC, SAMM, IJR, IWF

Today

40.4%most shared, DFAC and IWF

DFACSAMMIJRIWF

DFAC—4.7%6.4%40.4%

SAMM4.7%—0.8%5.5%

IJR6.4%0.8%—0.1%

IWF40.4%5.5%0.1%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+21.3%IJR, at 16.3% volatility

DFACWorst drop−8.5%13.0% vol

IJRWorst drop−9.7%16.3% vol

IWFWorst drop−14.6%19.5% vol

SAMMWorst drop−17.9%22.3% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IJRDFAC

+18.5%Year to date+13.7%

1.2%Yield0.9%

+21.3%Past year+16.9%

0.06%Fee0.21%

4–0IJR wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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DFAC, SAMM, IJR and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four