Compare · 3 funds side by side · dividends reinvested

DFAC, SVAL and IJR

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

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

Story of the three · RiskSmallest drop

DFAC, SVAL and IJR, 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%$163M1.6

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%$87.6B2.0

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%$106B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

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

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SVAL

IJR

iShares Core S&P Small-Cap ETF · $106B$12,645

$10,000 five years ago, dividends reinvested · they hold 14.8% in common

SVAL

More Ways to See the Pairs

SVAL vs IJR: Top 5 Holdings

Today

SVAL

4.2%in top 5

IJR

in top 52.7%

SVALStockIJR

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

Cost, Income and Risk

Fees: DFAC, SVAL, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

SVAL0.20%$20

DFAC0.21%$21

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

Yields: DFAC, SVAL, IJR

Popular Pairs Near These Three

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%

Measure

IJR

+25.1%Year to dateJan 1 → Nov 13+18.0%

+29.4%1 yearTotal return+19.2%

+20.1%3 years · per year$10,000 became $17,339 · $16,058+17.1%

+7.4%5 years · per year$10,000 became $14,289 · $12,645+4.8%

0.20%Expense ratio$20 · $6 a year on $10k · lower is better0.06%

2.20%Trailing 12-mo yield$220 · $121 a year on $10k1.21%

−9.0%Worst dropSmaller is better−9.7%

15.5%VolatilityLower is calmer16.4%

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

7–1SVAL wins

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

not top 5VSAT0.6%

not top 5MTCH0.5%

not top 5RHP0.5%

not top 5PAYC0.5%

not top 5TGTX0.5%

Held in common14.8%

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

SVAL vs IJR Returns, Every Period

5Y

iSharesSVAL

+7.4%

5 years, per year

IJRiShares

+4.8%

5 years, per year

SVALIJRFaded: behind in that period

4–0SVAL wins

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

SVAL vs IJR

YTD

iSharesSVAL

+25.1%

IJRiShares

+18.0%

+25.1%Year to date+18.0%

−9.0%Worst drop · 1Y−9.7%

15.5%Volatility · 1Y16.4%

2.2%Yield1.2%

$163MAssets$106B

4–0SVAL wins

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

1Y

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

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

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

Today

14.8%most shared, SVAL and IJR

DFACSVALIJR

DFAC—1.8%6.4%

SVAL1.8%—14.8%

IJR6.4%14.8%—

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

Return vs Bumpiness: 3 ETFs

1Y

+29.4%SVAL, at 15.5% volatility

DFACWorst drop−8.5%13.1% 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%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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DFAC, SVAL and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three