Compare · 3 funds side by side · dividends reinvested

DFAC, SVAL and IJH

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, SVAL and IJH, 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%$85.7B1.8

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.25%+22.4%+27.6%+20.1%+8.2%−9.0%15.4%$159M1.8

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.5

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 · SVAL 2020 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares US Small Cap Value Factor ETF · $159M$14,844

SVAL

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

SVALMeasureDFAC

+22.4%Year to dateJan 1 → Nov 6+11.4%

+27.6%1 yearTotal return+13.8%

+20.1%3 years · per year$10,000 became $17,331 · $17,722+21.0%

+8.2%5 years · per year$10,000 became $14,844 · $16,525+10.6%

0.20%Expense ratio$20 · $21 a year on $10k · lower is better0.21%

2.25%Trailing 12-mo yield$225 · $90 a year on $10k0.90%

−9.0%Worst dropSmaller is better−8.5%

15.4%VolatilityLower is calmer12.9%

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

4–4Level

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

More Ways to See the Pairs

SVAL vs DFAC: Top 5 Holdings

Today

SVAL

4.2%in top 5

DFAC

in top 520.4%

SVALStockDFAC

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.8%

not top 5AMZN2.7%

not top 5META1.9%

0.9%AMNnot top 5

0.9%CBRLnot top 5

0.9%MGNInot top 5

0.8%NSITnot top 5

0.8%FIVNnot top 5

Held in common1.8%

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

SVAL vs DFAC Returns, Every Period

iSharesSVAL

+8.2%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

SVALDFACFaded: behind in that period

2–2Level

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

SVAL vs IJH

YTD

iSharesSVAL

+22.4%

IJHiShares

+9.5%

+22.4%Year to date+9.5%

−9.0%Worst drop · 1Y−8.8%

15.4%Volatility · 1Y15.5%

2.2%Yield1.3%

$159MAssets$121B

3–1SVAL wins

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

Cost, Income and Risk

Fees: DFAC, SVAL, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SVAL0.20%$20

DFAC0.21%$21

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

Yields: DFAC, SVAL, IJH

2.25%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.25%$225

IJH1.26%$126

DFAC0.90%$90

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$205most kept, SVAL

SVAL$225 − $20 = $205

IJH$126 − $5 = $121

DFAC$90 − $21 = $69

KeptFee

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

Overlap: DFAC, SVAL, IJH

Today

11.4%most shared, DFAC and IJH

DFACSVALIJH

DFAC—1.8%11.4%

SVAL1.8%—2.1%

IJH11.4%2.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.6%SVAL, at 15.4% volatility

DFACWorst drop−8.5%12.9% vol

SVALWorst drop−9.0%15.4% vol

IJHWorst drop−8.8%15.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SVALDFAC

+22.4%Year to date+11.4%

2.2%Yield0.9%

+27.6%Past year+13.8%

0.20%Fee0.21%

4–0SVAL 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