Compare · 4 funds side by side · dividends reinvested

DFAS, IJS, VUG and IJH

DFASDimensional×IJSiShares×VUGVanguard×IJHiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

DFAS, IJS, VUG and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.38%+19.3%+24.9%+17.6%+6.5%−9.3%16.3%$7.5B2.3

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%$121B2.4

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.6%+21.5%+17.7%+7.1%−9.4%16.0%$33.7B2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$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 9, 2026 · returns include dividends · since: DFAS 1992 · IJS 2000 · VUG 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.7B$14,093

DFAS

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DFASMeasureVUG

+16.6%Year to dateJan 1 → Nov 9+4.2%

+21.5%1 yearTotal return+4.7%

+17.7%3 years · per year$10,000 became $16,308 · $18,569+22.9%

+7.1%5 years · per year$10,000 became $14,093 · $16,565+10.6%

0.30%Expense ratio$30 · $3 a year on $10k · lower is better0.03%

1.00%Trailing 12-mo yield$100 · $41 a year on $10k0.41%

−9.4%Worst dropSmaller is better−15.1%

16.0%VolatilityLower is calmer19.1%

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

5–3DFAS wins

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

More Ways to See the Pairs

DFAS vs VUG: Top 5 Holdings

Today

DFAS

1.3%in top 5

VUG

in top 545.2%

DFASStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

0.3%SWKSnot top 5

0.3%CCKnot top 5

0.3%SJMnot top 5

0.3%BJnot top 5

0.2%UMBFnot top 5

Held in common0.0%

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

DFAS vs VUG Returns, Every Period

DimensionalDFAS

+7.1%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

DFASVUGFaded: behind in that period

2–2Level

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

DFAS vs IJS

YTD

DimensionalDFAS

+16.6%

IJSiShares

+19.3%

+16.6%Year to date+19.3%

−9.4%Worst drop · 1Y−9.3%

16.0%Volatility · 1Y16.3%

1.0%Yield1.4%

$33.7BAssets$7.5B

3–1IJS wins

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

Cost, Income and Risk

Fees: DFAS, IJS, VUG, IJH

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJH0.05%$5

IJS0.18%$18

DFAS0.30%$30

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

Yields: DFAS, IJS, VUG, IJH

1.38%highest, IJS

FundTrailing yieldYield$10k

IJS1.38%$138

IJH1.21%$121

DFAS1.00%$100

VUG0.41%$41

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

Income After Fees on $10,000

$120most kept, IJS

IJS$138 − $18 = $120

IJH$121 − $5 = $116

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

KeptFee

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

Overlap: DFAS, IJS, VUG, IJH

Today

40.7%most shared, DFAS and IJH

DFASIJSVUGIJH

DFAS—24.9%0.0%40.7%

IJS24.9%—0.0%0.0%

VUG0.0%0.0%—0.0%

IJH40.7%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+24.9%IJS, at 16.3% volatility

IJHWorst drop−8.8%15.8% vol

DFASWorst drop−9.4%16.0% vol

IJSWorst drop−9.3%16.3% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

IJSDFAS

+19.3%Year to date+16.6%

1.4%Yield1.0%

+24.9%Past year+21.5%

0.18%Fee0.30%

4–0IJS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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