Compare · 4 funds side by side · dividends reinvested

DFAC, SVAL, VO and IJH

DFACDimensional×SVALiShares×VOVanguard×IJHiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,820DFAC · best of the four

02 / 04

DFAC, SVAL, VO and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$87.7B2.1

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+25.3%+32.5%+19.7%+8.1%−9.0%15.5%$161M2.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.6

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$125B3.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFAC 2005 · SVAL 2020 · VO 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $87.7B$16,820

DFAC

SVAL

iShares US Small Cap Value Factor ETF · $161M$14,772

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

DFACMeasureSVAL

+14.1%Year to dateJan 1 → Nov 9+25.3%

+17.7%1 yearTotal return+32.5%

+21.2%3 years · per year$10,000 became $17,787 · $17,153+19.7%

+11.0%5 years · per year$10,000 became $16,820 · $14,772+8.1%

0.21%Expense ratio$21 · $20 a year on $10k · lower is better0.20%

0.88%Trailing 12-mo yield$88 · $220 a year on $10k2.20%

−8.5%Worst dropSmaller is better−9.0%

13.1%VolatilityLower is calmer15.5%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs SVAL: Top 5 Holdings

Today

DFAC

20.4%in top 5

SVAL

in top 54.1%

DFACStockSVAL

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.9%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

not top 5NSIT0.9%

not top 5MGNI0.9%

not top 5CBRL0.8%

not top 5OCFC0.8%

not top 5PGNY0.8%

Held in common1.8%

End-of-day Nov 9, 2026 · share of each fund

DFAC vs SVAL Returns, Every Period

DimensionalDFAC

+11.0%

5 years, per year

SVALiShares

+8.1%

5 years, per year

DFACSVALFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFAC vs SVAL

YTD

DimensionalDFAC

+14.1%

SVALiShares

+25.3%

+14.1%Year to date+25.3%

−8.5%Worst drop · 1Y−9.0%

13.1%Volatility · 1Y15.5%

0.9%Yield2.2%

$87.7BAssets$161M

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, SVAL, VO, IJH

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJH0.05%$5

SVAL0.20%$20

DFAC0.21%$21

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAC, SVAL, VO, IJH

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

VO1.35%$135

IJH1.21%$121

DFAC0.88%$88

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$200most kept, SVAL

SVAL$220 − $20 = $200

VO$135 − $3 = $132

IJH$121 − $5 = $116

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAC, SVAL, VO, IJH

Today

19.6%most shared, DFAC and VO

DFACSVALVOIJH

DFAC—1.8%19.6%11.4%

SVAL1.8%—0.0%2.1%

VO19.6%0.0%—0.2%

IJH11.4%2.1%0.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+32.5%SVAL, at 15.5% volatility

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.1% vol

SVALWorst drop−9.0%15.5% vol

IJHWorst drop−8.8%15.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SVALDFAC

+25.3%Year to date+14.1%

2.2%Yield0.9%

+32.5%Past year+17.7%

0.20%Fee0.21%

4–0SVAL wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026