Compare · 3 funds side by side · dividends reinvested

DFAS, JSML and IJR

DFASDimensional×JSMLJanus Henderson×IJRiShares×

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

02 / 04

DFAS, JSML and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B1.5

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.8B2.0

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%$377M2.4

Rank among the three1st → 3rdFee, 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 · JSML 2016 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.8B$13,927

DFAS

IJR

iShares Core S&P Small-Cap ETF · $104B$13,170

$10,000 five years ago, dividends reinvested · they hold 34.5% in common

DFASMeasureIJR

+12.7%Year to dateJan 1 → Nov 6+15.5%

+15.9%1 yearTotal return+17.6%

+17.3%3 years · per year$10,000 became $16,130 · $16,147+17.3%

+6.8%5 years · per year$10,000 became $13,927 · $13,170+5.7%

0.30%Expense ratio$30 · $6 a year on $10k · lower is better0.06%

1.03%Trailing 12-mo yield$103 · $124 a year on $10k1.24%

−9.4%Worst dropSmaller is better−9.7%

15.7%VolatilityLower is calmer16.2%

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

3–4IJR wins

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

More Ways to See the Pairs

DFAS vs IJR: Top 5 Holdings

Today

DFAS

1.3%in top 5

IJR

in top 52.6%

DFASStockIJR

not top 5PAYC0.6%

not top 5LTH0.5%

not top 5MTCH0.5%

not top 5RHP0.5%

not top 5PTGX0.5%

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 common34.5%

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

DFAS vs IJR Returns, Every Period

DimensionalDFAS

+6.8%

5 years, per year

IJRiShares

+5.7%

5 years, per year

DFASIJRFaded: behind in that period

1–2IJR wins

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

DFAS vs IJR

YTD

DimensionalDFAS

+12.7%

IJRiShares

+15.5%

+12.7%Year to date+15.5%

−9.4%Worst drop · 1Y−9.7%

15.7%Volatility · 1Y16.2%

1.0%Yield1.2%

$33.8BAssets$104B

2–2level

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

Cost, Income and Risk

Fees: DFAS, JSML, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

DFAS0.30%$30

JSML0.30%$30

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

Yields: DFAS, JSML, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

DFAS1.03%$103

JSML0.32%$32

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

DFAS$103 − $30 = $73

JSML$32 − $30 = $2

KeptFee

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

Overlap: DFAS, JSML, IJR

Today

34.5%most shared, DFAS and IJR

DFASJSMLIJR

DFAS—7.6%34.5%

JSML7.6%—11.3%

IJR34.5%11.3%—

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

Return vs Bumpiness: 3 ETFs

+17.6%IJR, at 16.2% volatility

DFASWorst drop−9.4%15.7% vol

IJRWorst drop−9.7%16.2% vol

JSMLWorst drop−14.8%22.5% vol

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

Paid More vs Made More

YTD

IJRJSML

+15.5%Year to date+15.1%

1.2%Yield0.3%

+17.6%Past year+15.9%

0.06%Fee0.30%

4–0IJR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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