Compare · 4 funds side by side · dividends reinvested

DFAC, SMMD, IWF and IJR

DFACDimensional×SMMDiShares×IWFiShares×IJRiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,748DFAC · best of the four

Story of the four · IncomeMost incomeIJR · 1.20% · $120 a year on $10k

Story of the four · RiskSmallest drop

DFAC, SMMD, IWF and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+14.9%+16.5%+21.0%+10.9%−8.5%13.0%$88.3B2.0

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.4%+21.0%+16.9%+5.5%−9.7%16.3%$107B2.0

iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.13%+18.4%+20.2%+19.8%+6.3%−9.7%17.2%$4.3B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B3.4

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

End-of-day Nov 11, 2026 · returns include dividends · since: DFAC 2005 · SMMD 2017 · IWF 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $88.3B$16,748

DFAC

More Ways to See the Pairs

DFAC vs SMMD: Top 5 Holdings

Today

DFAC

19.9%in top 5

SMMD

in top 51.7%

DFACStockSMMD

5.9%AAPLnot top 5

4.9%MSFTnot top 5

4.4%NVDAnot top 5

2.8%AMZNnot top 5

2.0%METAnot top 5

Cost, Income and Risk

Fees: DFAC, SMMD, IWF, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IWF0.18%$18

DFAC0.21%$21

SMMD0.23%$23

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SMMD

iShares Russell 2500 ETF · $4.3B$13,592

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

DFACMeasureSMMD

+14.9%Year to dateJan 1 → Nov 11+18.4%

+16.5%1 yearTotal return+20.2%

+21.0%3 years · per year$10,000 became $17,728 · $17,210+19.8%

+10.9%5 years · per year$10,000 became $16,748 · $13,592+6.3%

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

0.87%Trailing 12-mo yield$87 · $113 a year on $10k1.13%

−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 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5ATI0.3%

not top 5VTRS0.3%

not top 5USFD0.3%

not top 5RGLD0.3%

not top 5THC0.3%

Held in common22.4%

End-of-day Nov 11, 2026 · share of each fund

DFAC vs SMMD Returns, Every Period

5Y

DimensionalDFAC

+10.9%

5 years, per year

SMMDiShares

+6.3%

5 years, per year

DFACSMMDFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFAC vs IJR

YTD

DimensionalDFAC

+14.9%

IJRiShares

+19.4%

+14.9%Year to date+19.4%

−8.5%Worst drop · 1Y−9.7%

13.0%Volatility · 1Y16.3%

0.9%Yield1.2%

$88.3BAssets$107B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: DFAC, SMMD, IWF, IJR

1Y

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

SMMD1.13%$113

DFAC0.87%$87

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$114most kept, IJR

IJR$120 − $6 = $114

SMMD$113 − $23 = $90

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFAC, SMMD, IWF, IJR

Today

40.2%most shared, DFAC and IWF

DFACSMMDIWFIJR

DFAC—22.4%40.2%6.4%

SMMD22.4%—2.4%23.6%

IWF40.2%2.4%—0.1%

IJR6.4%23.6%0.1%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+21.0%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

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IJRSMMD

+19.4%Year to date+18.4%

1.2%Yield1.1%

+21.0%Past year+20.2%

0.06%Fee0.23%

4–0IJR wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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DFAC, SMMD, IWF and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four