Compare · 4 funds side by side · dividends reinvested

DFAS, JSML, IJR and VUG

DFASDimensional×JSMLJanus Henderson×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, JSML, IJR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$108B2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$35.2B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.6

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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

JSML

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

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

JSMLMeasureVUG

+15.1%Year to dateJan 1 → Nov 5+0.5%

+15.9%1 yearTotal return−0.6%

+21.7%3 years · per year$10,000 became $18,027 · $18,532+22.8%

+5.5%5 years · per year$10,000 became $13,078 · $16,052+9.9%

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

0.32%Trailing 12-mo yield$32 · $43 a year on $10k0.43%

−14.8%Worst dropSmaller is better−15.1%

22.5%VolatilityLower is calmer19.0%

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

3–5VUG wins

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

More Ways to See the Pairs

JSML vs VUG: Top 5 Holdings

Today

JSML

10.1%in top 5

VUG

in top 545.2%

JSMLStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

2.2%RHPnot top 5

2.1%CONnot top 5

2.0%CVLTnot top 5

2.0%OPCHnot top 5

1.9%ZWSnot top 5

Held in common0.0%

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

JSML vs VUG Returns, Every Period

Janus HendersonJSML

+5.5%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

JSMLVUGFaded: behind in that period

2–2Level

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

JSML vs IJR

YTD

Janus HendersonJSML

+15.1%

IJRiShares

+15.4%

+15.1%Year to date+15.4%

−14.8%Worst drop · 1Y−9.7%

22.5%Volatility · 1Y16.3%

0.3%Yield1.2%

$377MAssets$108B

4–0IJR wins

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

Cost, Income and Risk

Fees: DFAS, JSML, IJR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$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, VUG

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

DFAS1.04%$104

VUG0.43%$43

JSML0.32%$32

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

DFAS$104 − $30 = $74

VUG$43 − $3 = $40

JSML$32 − $30 = $2

KeptFee

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

Overlap: DFAS, JSML, IJR, VUG

Today

34.5%most shared, DFAS and IJR

DFASJSMLIJRVUG

DFAS—7.8%34.5%0.0%

JSML7.8%—11.4%0.0%

IJR34.5%11.4%—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

+19.4%IJR, at 16.3% volatility

DFASWorst drop−9.4%15.8% vol

IJRWorst drop−9.7%16.3% vol

VUGWorst drop−15.1%19.0% 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

IJRJSML

+15.4%Year to date+15.1%

1.2%Yield0.3%

+19.4%Past year+15.9%

0.06%Fee0.30%

4–0IJR 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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026