Compare · 4 funds side by side · dividends reinvested

DFAC, SVAL, VUG and IJH

DFACDimensional×SVALiShares×VUGVanguard×IJHiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,525DFAC · best of the four

02 / 04

DFAC, SVAL, VUG 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%$85.7B2.0

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%$159M2.1

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%$121B2.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.0

Rank among the four1st → 4thFee, 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 · VUG 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

SVAL

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

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

DFACMeasureSVAL

+11.4%Year to dateJan 1 → Nov 6+22.4%

+13.8%1 yearTotal return+27.6%

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

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

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

0.90%Trailing 12-mo yield$90 · $225 a year on $10k2.25%

−8.5%Worst dropSmaller is better−9.0%

12.9%VolatilityLower is calmer15.4%

DFACSVAL 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

DFAC vs SVAL: Top 5 Holdings

Today

DFAC

20.4%in top 5

SVAL

in top 54.2%

DFACStockSVAL

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.8%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

not top 5AMN0.9%

not top 5CBRL0.9%

not top 5MGNI0.9%

not top 5NSIT0.8%

not top 5FIVN0.8%

Held in common1.8%

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

DFAC vs SVAL Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

SVALiShares

+8.2%

5 years, per year

DFACSVALFaded: behind in that period

2–2Level

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

DFAC vs SVAL

YTD

DimensionalDFAC

+11.4%

SVALiShares

+22.4%

+11.4%Year to date+22.4%

−8.5%Worst drop · 1Y−9.0%

12.9%Volatility · 1Y15.4%

0.9%Yield2.2%

$85.7BAssets$159M

2–2level

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

Cost, Income and Risk

Fees: DFAC, SVAL, VUG, IJH

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJH0.05%$5

SVAL0.20%$20

DFAC0.21%$21

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

Yields: DFAC, SVAL, VUG, IJH

2.25%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.25%$225

IJH1.26%$126

DFAC0.90%$90

VUG0.42%$42

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

VUG$42 − $3 = $39

KeptFee

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

Overlap: DFAC, SVAL, VUG, IJH

Today

35.7%most shared, DFAC and VUG

DFACSVALVUGIJH

DFAC—1.8%35.7%11.4%

SVAL1.8%—0.0%2.1%

VUG35.7%0.0%—0.0%

IJH11.4%2.1%0.0%—

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

Return vs Bumpiness: 4 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

VUGWorst drop−15.1%19.0% 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 Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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