Compare · 4 funds side by side · dividends reinvested

DFAC, SMLL, IWF and IJH

DFACDimensional×SMLLHarbor×IWFiShares×IJHiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,820DFAC · best of the four

02 / 04

DFAC, SMLL, IWF and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$85.6B1.8

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.06%+15.0%+17.7%[…][…]−12.1%17.2%$13M2.2

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$121B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFAC 2005 · SMLL 2024 · IWF 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,820

DFAC

SMLL

Harbor Active Small Cap ETF (SMLL) · $13M[…]

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

DFACMeasureSMLL

+14.1%Year to dateJan 1 → Nov 9+15.0%

+17.7%1 yearTotal return+17.7%

+21.2%3 years · per year$10,000 became $17,787 · […][…]

+11.0%5 years · per year$10,000 became $16,820 · […][…]

0.21%Expense ratio$21 · $80 a year on $10k · lower is better0.80%

0.88%Trailing 12-mo yield$88 · $206 a year on $10k2.06%

−8.5%Worst dropSmaller is better−12.1%

13.1%VolatilityLower is calmer17.2%

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

3–2DFAC wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs SMLL: Top 5 Holdings

Today

DFAC

20.4%in top 5

SMLL

in top 522.7%

DFACStockSMLL

5.9%AAPLnot top 5

not top 5POOL5.6%

not top 5MORN5.6%

5.0%MSFTnot top 5

4.9%NVDAnot top 5

not top 5PCTY4.2%

not top 5WTFC3.8%

not top 5DOCS3.5%

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common1.0%

End-of-day Nov 9, 2026 · share of each fund

DFAC vs SMLL Returns, Every Period

DimensionalDFAC

+17.7%

past year

SMLLHarbor

+17.7%

past year

DFACSMLLFaded: behind in that period

0–1SMLL wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFAC vs SMLL

YTD

DimensionalDFAC

+14.1%

SMLLHarbor

+15.0%

+14.1%Year to date+15.0%

−8.5%Worst drop · 1Y−12.1%

13.1%Volatility · 1Y17.2%

0.9%Yield2.1%

$85.6BAssets$13.4M

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, SMLL, IWF, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWF0.18%$18

DFAC0.21%$21

SMLL0.80%$80

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAC, SMLL, IWF, IJH

2.06%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.06%$206

IJH1.21%$121

DFAC0.88%$88

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$126most kept, SMLL

SMLL$206 − $80 = $126

IJH$121 − $5 = $116

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAC, SMLL, IWF, IJH

Today

40.3%most shared, DFAC and IWF

DFACSMLLIWFIJH

DFAC—1.0%40.3%11.4%

SMLL1.0%—0.1%5.0%

IWF40.3%0.1%—1.8%

IJH11.4%5.0%1.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+17.7%SMLL, at 17.2% volatility

DFACWorst drop−8.5%13.1% vol

IJHWorst drop−8.8%15.8% vol

SMLLWorst drop−12.1%17.2% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SMLLDFAC

+15.0%Year to date+14.1%

2.1%Yield0.9%

+17.7%Past year+17.7%

0.80%Fee0.21%

2–1SMLL wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026