Compare · 4 funds side by side · dividends reinvested

DFAS, ISCG, VO and IJR

DFASDimensional×ISCGiShares×VOVanguard×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$13,927DFAS · best of the four

02 / 04

DFAS, ISCG, VO and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.8

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B2.3

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.7B2.5

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.67%+7.9%+9.1%+18.9%+3.6%−11.4%18.5%$934M3.4

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: DFAS 1992 · ISCG 2004 · VO 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $934M$11,960

ISCG

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

ISCGMeasureVO

+7.9%Year to dateJan 1 → Nov 6+10.6%

+9.1%1 yearTotal return+11.6%

+18.9%3 years · per year$10,000 became $16,813 · $16,701+18.6%

+3.6%5 years · per year$10,000 became $11,960 · $13,590+6.3%

0.06%Expense ratio$6 · $3 a year on $10k · lower is better0.03%

0.67%Trailing 12-mo yield$67 · $139 a year on $10k1.39%

−11.4%Worst dropSmaller is better−8.2%

18.5%VolatilityLower is calmer12.9%

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

1–7VO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ISCG vs VO: Top 5 Holdings

Today

ISCG

4.0%in top 5

in top 55.3%

ISCGStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

1.0%TEAMnot top 5

not top 5PSX1.0%

1.0%OKTAnot top 5

not top 5PWR1.0%

0.7%ROKUnot top 5

0.7%GHnot top 5

0.6%Unot top 5

Held in common0.4%

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

ISCG vs VO Returns, Every Period

iSharesISCG

+3.6%

5 years, per year

VOVanguard

+6.3%

5 years, per year

ISCGVOFaded: behind in that period

1–3VO wins

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

ISCG vs VO

YTD

iSharesISCG

+7.9%

VOVanguard

+10.6%

+7.9%Year to date+10.6%

−11.4%Worst drop · 1Y−8.2%

18.5%Volatility · 1Y12.9%

0.7%Yield1.4%

$934MAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: DFAS, ISCG, VO, IJR

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

ISCG0.06%$6

IJR0.06%$6

DFAS0.30%$30

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

Yields: DFAS, ISCG, VO, IJR

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

IJR1.24%$124

DFAS1.03%$103

ISCG0.67%$67

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IJR$124 − $6 = $118

DFAS$103 − $30 = $73

ISCG$67 − $6 = $61

KeptFee

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

Overlap: DFAS, ISCG, VO, IJR

Today

49.6%most shared, DFAS and ISCG

DFASISCGVOIJR

DFAS—49.6%0.1%34.5%

ISCG49.6%—0.4%25.0%

VO0.1%0.4%—0.0%

IJR34.5%25.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+17.6%IJR, at 16.2% volatility

VOWorst drop−8.2%12.9% vol

DFASWorst drop−9.4%15.7% vol

IJRWorst drop−9.7%16.2% vol

ISCGWorst drop−11.4%18.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOIJR

+10.6%Year to date+15.5%

1.4%Yield1.2%

+11.6%Past year+17.6%

0.03%Fee0.06%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026