Compare · 2 funds side by side · dividends reinvested

DFAS and IJR

DFASDimensional×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,320DFAS · best of the two

02 / 04

DFAS and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.0%+19.1%+7.4%−9.4%15.3%$34.7B1.5

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.3%+21.3%+19.0%+6.1%−9.7%15.8%$106B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: DFAS 1992 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $34.7B$14,320

DFAS

IJR

iShares Core S&P Small-Cap ETF · $106B$13,468

$10,000 five years ago, dividends reinvested · they hold 34.3% in common

DFASMeasureIJR

+15.7%Year to dateJan 1 → Nov 3+18.3%

+19.0%1 yearTotal return+21.3%

+19.1%3 years · per year$10,000 became $16,881 · $16,862+19.0%

+7.4%5 years · per year$10,000 became $14,320 · $13,468+6.1%

0.30%Expense ratio$30 · $6 a year on $10k · lower is better0.06%

1.01%Trailing 12-mo yield$101 · $121 a year on $10k1.21%

−9.4%Worst dropSmaller is better−9.7%

15.3%VolatilityLower is calmer15.8%

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

4–4Level

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

More Ways to See the Pairs

DFAS vs IJR: Top 5 Holdings

Today

DFAS

1.4%in top 5

IJR

in top 53.1%

DFASStockIJR

not top 5GKOS0.8%

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5SM0.5%

not top 5MTCH0.5%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%MOG-Anot top 5

0.3%WCCnot top 5

0.3%RRCnot top 5

Held in common34.3%

End-of-day Nov 3, 2026 · share of each fund

DFAS vs IJR Returns, Every Period

DimensionalDFAS

+7.4%

5 years, per year

IJRiShares

+6.1%

5 years, per year

DFASIJRFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DFAS vs IJR

YTD

DimensionalDFAS

+15.7%

IJRiShares

+18.3%

+15.7%Year to date+18.3%

−9.4%Worst drop · 1Y−9.7%

15.3%Volatility · 1Y15.8%

1.0%Yield1.2%

$34.7BAssets$106B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

DFAS0.30%$30

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DFAS, IJR

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

DFAS1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

DFAS$101 − $30 = $71

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DFAS, IJR

Today

34.3%most shared, DFAS and IJR

DFASIJR

DFAS—34.3%

IJR34.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.3%IJR, at 15.8% volatility

DFASWorst drop−9.4%15.3% vol

IJRWorst drop−9.7%15.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IJRDFAS

+18.3%Year to date+15.7%

1.2%Yield1.0%

+21.3%Past year+19.0%

0.06%Fee0.30%

4–0IJR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026