Compare · 4 funds side by side · dividends reinvested

DFAC, SMLF, VO and IJR

DFACDimensional×SMLFiShares×VOVanguard×IJRiShares×

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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 incomeVO · 1.35% · $135 a year on $10k

Story of the four · RiskSmallest drop

DFAC, SMLF, VO and IJR, 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%$87.4B2.4

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$103B2.4

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.99%+15.4%+17.4%+20.1%+9.7%−8.7%17.5%$4.3B2.6

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%$106B2.6

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 · SMLF 2015 · VO 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.4B$16,689

DFAC

More Ways to See the Pairs

DFAC vs SMLF: Top 5 Holdings

Today

DFAC

20.2%in top 5

SMLF

in top 53.3%

DFACStockSMLF

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.6%NVDAnot top 5

2.7%AMZNnot top 5

2.0%METAnot top 5

Cost, Income and Risk

Fees: DFAC, SMLF, VO, IJR

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

SMLF0.15%$15

DFAC0.21%$21

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

SMLF

iShares U.S. Small-Cap Equity Factor ETF · $4.3B$15,864

$10,000 five years ago, dividends reinvested · they hold 15.1% in common

DFACMeasureSMLF

+13.7%Year to dateJan 1 → Nov 10+15.4%

+16.9%1 yearTotal return+17.4%

+20.5%3 years · per year$10,000 became $17,492 · $17,328+20.1%

+10.8%5 years · per year$10,000 became $16,689 · $15,864+9.7%

0.21%Expense ratio$21 · $15 a year on $10k · lower is better0.15%

0.88%Trailing 12-mo yield$88 · $99 a year on $10k0.99%

−8.5%Worst dropSmaller is better−8.7%

13.0%VolatilityLower is calmer17.5%

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

4–4Level

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

not top 5EME0.8%

not top 5WSM0.7%

not top 5JBL0.6%

not top 5NVT0.6%

not top 5TPR0.6%

Held in common15.1%

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

DFAC vs SMLF Returns, Every Period

5Y

DimensionalDFAC

+10.8%

5 years, per year

SMLFiShares

+9.7%

5 years, per year

DFACSMLFFaded: behind in that period

2–2Level

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

DFAC vs VO

YTD

DimensionalDFAC

+13.7%

VOVanguard

+13.6%

+13.7%Year to date+13.6%

−8.5%Worst drop · 1Y−8.2%

13.0%Volatility · 1Y13.0%

0.9%Yield1.4%

$87.4BAssets$103B

2–1VO wins

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

Yields: DFAC, SMLF, VO, IJR

1Y

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IJR1.21%$121

SMLF0.99%$99

DFAC0.88%$88

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

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

IJR$121 − $6 = $115

SMLF$99 − $15 = $84

DFAC$88 − $21 = $67

KeptFee

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

Overlap: DFAC, SMLF, VO, IJR

Today

21.2%most shared, SMLF and IJR

DFACSMLFVOIJR

DFAC—15.1%19.7%6.4%

SMLF15.1%—1.0%21.2%

VO19.7%1.0%—0.0%

IJR6.4%21.2%0.0%—

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

VOWorst drop−8.2%13.0% vol

IJRWorst drop−9.7%16.3% vol

SMLFWorst drop−8.7%17.5% vol

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

Paid More vs Made More

YTD

VOIJR

+13.6%Year to date+18.5%

1.4%Yield1.2%

+14.4%Past year+21.3%

0.03%Fee0.06%

2–2level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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DFAC, SMLF, VO and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four