Compare · 3 funds side by side · dividends reinvested

DFAC, SMMD and IJR

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

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

Story of the three · RiskSmallest drop

DFAC, SMMD and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$106B1.8

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%$87.4B1.9

iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.14%+17.5%+20.6%+19.0%+6.5%−9.7%17.2%$4.2B2.4

Rank among the three1st → 3rdFee, 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 · SMMD 2017 · 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

SMMD

iShares Russell 2500 ETF · $4.2B$13,672

$10,000 five years ago, dividends reinvested · they hold 22.4% in common

DFAC

More Ways to See the Pairs

DFAC vs SMMD: Top 5 Holdings

Today

DFAC

20.2%in top 5

SMMD

in top 51.7%

DFACStockSMMD

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, SMMD, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

DFAC0.21%$21

SMMD0.23%$23

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

Yields: DFAC, SMMD, IJR

Popular Pairs Near These Three

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%

Measure

SMMD

+13.7%Year to dateJan 1 → Nov 10+17.5%

+16.9%1 yearTotal return+20.6%

+20.5%3 years · per year$10,000 became $17,492 · $16,872+19.0%

+10.8%5 years · per year$10,000 became $16,689 · $13,672+6.5%

0.21%Expense ratio$21 · $23 a year on $10k · lower is better0.23%

0.88%Trailing 12-mo yield$88 · $114 a year on $10k1.14%

−8.5%Worst dropSmaller is better−9.7%

13.0%VolatilityLower is calmer17.2%

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

5–3DFAC wins

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

not top 5ATI0.3%

not top 5USFD0.3%

not top 5RGLD0.3%

not top 5VTRS0.3%

not top 5THC0.3%

Held in common22.4%

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

DFAC vs SMMD Returns, Every Period

5Y

DimensionalDFAC

+10.8%

5 years, per year

SMMDiShares

+6.5%

5 years, per year

DFACSMMDFaded: behind in that period

2–2Level

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%

$87.4BAssets$106B

2–2level

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

1Y

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

SMMD1.14%$114

DFAC0.88%$88

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

Income After Fees on $10,000

1Y

$115most kept, IJR

IJR$121 − $6 = $115

SMMD$114 − $23 = $91

DFAC$88 − $21 = $67

KeptFee

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

Overlap: DFAC, SMMD, IJR

Today

23.5%most shared, SMMD and IJR

DFACSMMDIJR

DFAC—22.4%6.4%

SMMD22.4%—23.5%

IJR6.4%23.5%—

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

Return vs Bumpiness: 3 ETFs

1Y

+21.3%IJR, at 16.3% volatility

DFACWorst drop−8.5%13.0% vol

IJRWorst drop−9.7%16.3% vol

SMMDWorst drop−9.7%17.2% vol

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

Paid More vs Made More

YTD

IJRSMMD

+18.5%Year to date+17.5%

1.2%Yield1.1%

+21.3%Past year+20.6%

0.06%Fee0.23%

4–0IJR wins

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, SMMD and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three