Compare · 3 funds side by side · dividends reinvested

DFAC, SECT and IJR

DFACDimensional×SECTMain Management×IJRiShares×

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, SECT 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%$85.7B1.5

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

Main Sector Rotation ETFUnsorted0.69%0.73%+5.9%+7.1%+18.6%+10.2%−10.7%15.7%$2.9B2.6

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 · SECT 2017 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Main Sector Rotation ETF · $2.9B$16,251

SECT

IJR

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SECTMeasureIJR

+5.9%Year to dateJan 1 → Nov 6+15.5%

+7.1%1 yearTotal return+17.6%

+18.6%3 years · per year$10,000 became $16,703 · $16,147+17.3%

+10.2%5 years · per year$10,000 became $16,251 · $13,170+5.7%

0.69%Expense ratio$69 · $6 a year on $10k · lower is better0.06%

0.73%Trailing 12-mo yield$73 · $124 a year on $10k1.24%

−10.7%Worst dropSmaller is better−9.7%

15.7%VolatilityLower is calmer16.2%

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

3–5IJR wins

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

More Ways to See the Pairs

SECT vs IJR: Top 5 Holdings

Today

SECT

81.5%in top 5

IJR

in top 52.6%

SECTStockIJR

36.9%XLKnot top 5

17.9%XLFnot top 5

11.7%XLInot top 5

8.8%XLVnot top 5

6.1%XLUnot top 5

not top 5PAYC0.6%

not top 5LTH0.5%

not top 5MTCH0.5%

not top 5RHP0.5%

not top 5PTGX0.5%

Held in common0.0%

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

SECT vs IJR Returns, Every Period

Main ManagementSECT

+10.2%

5 years, per year

IJRiShares

+5.7%

5 years, per year

SECTIJRFaded: behind in that period

2–2Level

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

Unsorted vs Stocks: SECT vs IJR

YTD

Main ManagementSECT

+5.9%

IJRiShares

+15.5%

+5.9%Year to date+15.5%

−10.7%Worst drop · 1Y−9.7%

15.7%Volatility · 1Y16.2%

0.7%Yield1.2%

$2.9BAssets$104B

3–1IJR wins

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

Cost, Income and Risk

Fees: DFAC, SECT, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

DFAC0.21%$21

SECT0.69%$69

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

Yields: DFAC, SECT, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

DFAC0.90%$90

SECT0.73%$73

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

SECT$73 − $69 = $4

KeptFee

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

Overlap: DFAC, SECT, IJR

Today

6.4%most shared, DFAC and IJR

DFACSECTIJR

DFAC—0.0%6.4%

SECT0.0%—0.0%

IJR6.4%0.0%—

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

SECTWorst drop−10.7%15.7% vol

IJRWorst drop−9.7%16.2% 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