Compare · 4 funds side by side · dividends reinvested

DFAS, IJS, IJR and VUG

DFASDimensional×IJSiShares×IJRiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,052VUG · best of the four

02 / 04

DFAS, IJS, IJR and VUG, 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%$7.6B1.8

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$33.8B2.6

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%$104B2.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.9

Rank among the four1st → 4thFee, 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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

IJS

DFAS

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

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

IJSMeasureDFAS

+16.2%Year to dateJan 1 → Nov 5+12.6%

+21.7%1 yearTotal return+17.3%

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

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

0.18%Expense ratio$18 · $30 a year on $10k · lower is better0.30%

1.42%Trailing 12-mo yield$142 · $104 a year on $10k1.04%

−9.3%Worst dropSmaller is better−9.4%

16.3%VolatilityLower is calmer15.8%

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

6–2IJS wins

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

More Ways to See the Pairs

IJS vs DFAS: Top 5 Holdings

Today

IJS

4.7%in top 5

DFAS

in top 51.4%

IJSStockDFAS

1.1%PAYCnot top 5

1.0%MTCHnot top 5

0.9%VSXYnot top 5

0.9%JXNnot top 5

0.8%POOLnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5ELAN0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common24.8%

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

IJS vs DFAS Returns, Every Period

iSharesIJS

+6.4%

5 years, per year

DFASDimensional

+6.9%

5 years, per year

IJSDFASFaded: behind in that period

3–1IJS wins

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

IJS vs IJR

YTD

iSharesIJS

+16.2%

IJRiShares

+15.4%

+16.2%Year to date+15.4%

−9.3%Worst drop · 1Y−9.7%

16.3%Volatility · 1Y16.3%

1.4%Yield1.2%

$7.6BAssets$104B

3–0IJS wins

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

Cost, Income and Risk

Fees: DFAS, IJS, IJR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

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, VUG

1.42%highest, IJS

FundTrailing yieldYield$10k

IJS1.42%$142

IJR1.24%$124

DFAS1.04%$104

VUG0.43%$43

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

VUG$43 − $3 = $40

KeptFee

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

Overlap: DFAS, IJS, IJR, VUG

Today

65.3%most shared, IJS and IJR

DFASIJSIJRVUG

DFAS—24.8%34.5%0.0%

IJS24.8%—65.3%0.0%

IJR34.5%65.3%—0.0%

VUG0.0%0.0%0.0%—

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

Return vs Bumpiness: 4 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

VUGWorst drop−15.1%19.0% 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 Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

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