Compare · 4 funds side by side · dividends reinvested

DFAC, SVAL, IWF and IJR

DFACDimensional×SVALiShares×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 incomeSVAL · 2.19% · $219 a year on $10k

Story of the four · RiskSmallest drop

DFAC, SVAL, IWF and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.19%+25.9%+30.9%+19.3%+7.8%−9.0%15.5%$161M2.0

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%$87.4B2.1

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%$106B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B3.3

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 · SVAL 2020 · IWF 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares US Small Cap Value Factor ETF · $161M$14,577

SVAL

More Ways to See the Pairs

SVAL vs DFAC: Top 5 Holdings

Today

SVAL

4.1%in top 5

DFAC

in top 519.9%

SVALStockDFAC

not top 5AAPL5.9%

not top 5MSFT4.9%

not top 5NVDA4.4%

not top 5AMZN2.8%

not top 5META

Cost, Income and Risk

Fees: DFAC, SVAL, IWF, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IWF0.18%$18

SVAL0.20%$20

DFAC0.21%$21

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%

DFAC

Dimensional - US Core Equity 2 ETF · $87.4B$16,748

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

SVALMeasureDFAC

+25.9%Year to dateJan 1 → Nov 11+14.9%

+30.9%1 yearTotal return+16.5%

+19.3%3 years · per year$10,000 became $16,990 · $17,728+21.0%

+7.8%5 years · per year$10,000 became $14,577 · $16,748+10.9%

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

2.19%Trailing 12-mo yield$219 · $87 a year on $10k0.87%

−9.0%Worst dropSmaller is better−8.5%

15.5%VolatilityLower is calmer13.0%

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

4–4Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.0%

0.9%NSITnot top 5

0.9%MGNInot top 5

0.8%CBRLnot top 5

0.8%PGNYnot top 5

0.8%LFSTnot top 5

Held in common1.8%

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

SVAL vs DFAC Returns, Every Period

5Y

iSharesSVAL

+7.8%

5 years, per year

DFACDimensional

+10.9%

5 years, per year

SVALDFACFaded: behind in that period

2–2Level

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

SVAL vs IJR

YTD

iSharesSVAL

+25.9%

IJRiShares

+19.4%

+25.9%Year to date+19.4%

−9.0%Worst drop · 1Y−9.7%

15.5%Volatility · 1Y16.3%

2.2%Yield1.2%

$161MAssets$106B

4–0SVAL wins

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

Yields: DFAC, SVAL, IWF, IJR

1Y

2.19%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.19%$219

IJR1.20%$120

DFAC0.87%$87

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$199most kept, SVAL

SVAL$219 − $20 = $199

IJR$120 − $6 = $114

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

KeptFee

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

Overlap: DFAC, SVAL, IWF, IJR

Today

40.2%most shared, DFAC and IWF

DFACSVALIWFIJR

DFAC—1.8%40.2%6.4%

SVAL1.8%—0.0%14.8%

IWF40.2%0.0%—0.1%

IJR6.4%14.8%0.1%—

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

Return vs Bumpiness: 4 ETFs

1Y

+30.9%SVAL, at 15.5% volatility

DFACWorst drop−8.5%13.0% vol

SVALWorst drop−9.0%15.5% vol

IJRWorst drop−9.7%16.3% 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

SVALIJR

+25.9%Year to date+19.4%

2.2%Yield1.2%

+30.9%Past year+21.0%

0.20%Fee0.06%

3–1SVAL 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%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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DFAC, SVAL, IWF and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four