Compare · 4 funds side by side · dividends reinvested

DFAC, SVAL, IJR and VO

DFACDimensional×SVALiShares×IJRiShares×VOVanguard×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,443DFAC · best of the four

Story of the four · IncomeMost incomeSVAL · 2.20% · $220 a year on $10k

Story of the four · RiskSmallest drop

DFAC, SVAL, IJR and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+25.1%+29.4%+20.1%+7.4%−9.0%15.5%$163M2.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.5%+6.6%−8.2%13.2%$103B2.4

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+13.9%+15.1%+20.7%+10.5%−8.5%13.1%$87.7B2.5

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.0%+19.2%+17.1%+4.8%−9.7%16.4%$106B3.1

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

End-of-day Nov 13, 2026 · returns include dividends · since: DFAC 2005 · SVAL 2020 · IJR 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares US Small Cap Value Factor ETF · $163M$14,289

SVAL

More Ways to See the Pairs

SVAL vs DFAC: Top 5 Holdings

Today

SVAL

4.2%in top 5

DFAC

in top 519.8%

SVALStockDFAC

not top 5AAPL5.9%

not top 5MSFT4.7%

not top 5NVDA4.4%

not top 5AMZN2.7%

not top 5META

Cost, Income and Risk

Fees: DFAC, SVAL, IJR, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

SVAL0.20%$20

DFAC0.21%$21

End-of-day Nov 13, 2026 · fee on $10,000 a year

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SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

DFAC

Dimensional - US Core Equity 2 ETF · $87.7B$16,443

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

SVALMeasureDFAC

+25.1%Year to dateJan 1 → Nov 13+13.9%

+29.4%1 yearTotal return+15.1%

+20.1%3 years · per year$10,000 became $17,339 · $17,599+20.7%

+7.4%5 years · per year$10,000 became $14,289 · $16,443+10.5%

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

2.20%Trailing 12-mo yield$220 · $88 a year on $10k0.88%

−9.0%Worst dropSmaller is better−8.5%

15.5%VolatilityLower is calmer13.1%

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

4–4Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.9%

0.9%NSITnot top 5

0.9%MGNInot top 5

0.8%CBRLnot top 5

0.8%IBEXnot top 5

0.8%AZTAnot top 5

Held in common1.8%

End-of-day Nov 13, 2026 · share of each fund

SVAL vs DFAC Returns, Every Period

5Y

iSharesSVAL

+7.4%

5 years, per year

DFACDimensional

+10.5%

5 years, per year

SVALDFACFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

SVAL vs VO

YTD

iSharesSVAL

+25.1%

VOVanguard

+14.0%

+25.1%Year to date+14.0%

−9.0%Worst drop · 1Y−8.2%

15.5%Volatility · 1Y13.2%

2.2%Yield1.3%

$163MAssets$103B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: DFAC, SVAL, IJR, VO

1Y

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

VO1.35%$135

IJR1.21%$121

DFAC0.88%$88

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$200most kept, SVAL

SVAL$220 − $20 = $200

VO$135 − $3 = $132

IJR$121 − $6 = $115

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DFAC, SVAL, IJR, VO

Today

19.8%most shared, DFAC and VO

DFACSVALIJRVO

DFAC—1.8%6.4%19.8%

SVAL1.8%—14.8%0.0%

IJR6.4%14.8%—0.0%

VO19.8%0.0%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+29.4%SVAL, at 15.5% volatility

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.2% vol

SVALWorst drop−9.0%15.5% vol

IJRWorst drop−9.7%16.4% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SVALIJR

+25.1%Year to date+18.0%

2.2%Yield1.2%

+29.4%Past year+19.2%

0.20%Fee0.06%

3–1SVAL wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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DFAC, SVAL, IJR and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four