Compare · 4 funds side by side · dividends reinvested

DFAS, JSML, IJR and VO

DFASDimensional×JSMLJanus Henderson×IJRiShares×VOVanguard×

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

02 / 04

DFAS, JSML, IJR and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$33.8B2.4

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

Janus Henderson Small Cap Growth Alpha ETFUS Stock Styles · Small cap0.30%0.32%+15.1%+15.9%+21.7%+5.5%−14.8%22.5%$377M3.1

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 · JSML 2016 · IJR 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAS

JSML

Janus Henderson Small Cap Growth Alpha ETF · $377M$13,078

$10,000 five years ago, dividends reinvested · they hold 7.8% in common

DFASMeasureJSML

+12.6%Year to dateJan 1 → Nov 5+15.1%

+17.3%1 yearTotal return+15.9%

+17.5%3 years · per year$10,000 became $16,215 · $18,027+21.7%

+6.9%5 years · per year$10,000 became $13,932 · $13,078+5.5%

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

1.04%Trailing 12-mo yield$104 · $32 a year on $10k0.32%

−9.4%Worst dropSmaller is better−14.8%

15.8%VolatilityLower is calmer22.5%

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

5–2DFAS 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 JSML: Top 5 Holdings

Today

DFAS

1.4%in top 5

JSML

in top 510.1%

DFASStockJSML

not top 5RHP2.2%

not top 5CON2.1%

not top 5CVLT2.0%

not top 5OPCH2.0%

not top 5ZWS1.9%

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 common7.8%

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

DFAS vs JSML Returns, Every Period

DimensionalDFAS

+6.9%

5 years, per year

JSMLJanus Henderson

+5.5%

5 years, per year

DFASJSMLFaded: behind in that period

2–2Level

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

DFAS vs VO

YTD

DimensionalDFAS

+12.6%

VOVanguard

+10.7%

+12.6%Year to date+10.7%

−9.4%Worst drop · 1Y−8.2%

15.8%Volatility · 1Y12.9%

1.0%Yield1.4%

$33.8BAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: DFAS, JSML, IJR, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

DFAS0.30%$30

JSML0.30%$30

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

Yields: DFAS, JSML, IJR, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

IJR1.24%$124

DFAS1.04%$104

JSML0.32%$32

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IJR$124 − $6 = $118

DFAS$104 − $30 = $74

JSML$32 − $30 = $2

KeptFee

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

Overlap: DFAS, JSML, IJR, VO

Today

34.5%most shared, DFAS and IJR

DFASJSMLIJRVO

DFAS—7.8%34.5%0.1%

JSML7.8%—11.4%0.0%

IJR34.5%11.4%—0.0%

VO0.1%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+19.4%IJR, at 16.3% volatility

VOWorst drop−8.2%12.9% vol

DFASWorst drop−9.4%15.8% vol

IJRWorst drop−9.7%16.3% vol

JSMLWorst drop−14.8%22.5% vol

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

Paid More vs Made More

YTD

VOIJR

+10.7%Year to date+15.4%

1.4%Yield1.2%

+12.4%Past year+19.4%

0.03%Fee0.06%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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