Compare · 3 funds side by side · dividends reinvested

DFAS, IJS and IJR

DFASDimensional×IJSiShares×IJRiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,932DFAS · best of the three

02 / 04

DFAS, IJS and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.42%+16.2%+21.7%+18.0%+6.4%−9.3%16.3%$7.6B1.4

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$33.8B2.3

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$104B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAS 1992 · IJS 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.8B$13,932

DFAS

IJS

iShares S&P Small-Cap 600 Value ETF · $7.6B$13,664

$10,000 five years ago, dividends reinvested · they hold 24.8% in common

DFASMeasureIJS

+12.6%Year to dateJan 1 → Nov 5+16.2%

+17.3%1 yearTotal return+21.7%

+17.5%3 years · per year$10,000 became $16,215 · $16,426+18.0%

+6.9%5 years · per year$10,000 became $13,932 · $13,664+6.4%

0.30%Expense ratio$30 · $18 a year on $10k · lower is better0.18%

1.04%Trailing 12-mo yield$104 · $142 a year on $10k1.42%

−9.4%Worst dropSmaller is better−9.3%

15.8%VolatilityLower is calmer16.3%

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

2–6IJS wins

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

More Ways to See the Pairs

DFAS vs IJS: Top 5 Holdings

Today

DFAS

1.4%in top 5

IJS

in top 54.7%

DFASStockIJS

not top 5PAYC1.1%

not top 5MTCH1.0%

not top 5VSXY0.9%

not top 5JXN0.9%

not top 5POOL0.8%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%ELANnot top 5

0.2%CCKnot top 5

0.2%AITnot top 5

Held in common24.8%

End-of-day Nov 5, 2026 · share of each fund

DFAS vs IJS Returns, Every Period

DimensionalDFAS

+6.9%

5 years, per year

IJSiShares

+6.4%

5 years, per year

DFASIJSFaded: behind in that period

1–3IJS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAS vs IJS

YTD

DimensionalDFAS

+12.6%

IJSiShares

+16.2%

+12.6%Year to date+16.2%

−9.4%Worst drop · 1Y−9.3%

15.8%Volatility · 1Y16.3%

1.0%Yield1.4%

$33.8BAssets$7.6B

3–1IJS wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, IJS, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IJS0.18%$18

DFAS0.30%$30

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAS, IJS, IJR

1.42%highest, IJS

FundTrailing yieldYield$10k

IJS1.42%$142

IJR1.24%$124

DFAS1.04%$104

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$124most kept, IJS

IJS$142 − $18 = $124

IJR$124 − $6 = $118

DFAS$104 − $30 = $74

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAS, IJS, IJR

Today

65.3%most shared, IJS and IJR

DFASIJSIJR

DFAS—24.8%34.5%

IJS24.8%—65.3%

IJR34.5%65.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.7%IJS, at 16.3% volatility

DFASWorst drop−9.4%15.8% vol

IJSWorst drop−9.3%16.3% vol

IJRWorst drop−9.7%16.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IJSIJR

+16.2%Year to date+15.4%

1.4%Yield1.2%

+21.7%Past year+19.4%

0.18%Fee0.06%

3–1IJS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026