Compare · 4 funds side by side · dividends reinvested

DFAS, OMFS, IJR and VO

DFASDimensional×OMFSInvesco×IJRiShares×VOVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$13,809VO · best of the four

Story of the four · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the four · RiskSmallest drop

DFAS, OMFS, IJR and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.4%+6.7%−8.2%13.2%$103B1.6

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.2%+17.7%+16.9%+6.4%−9.4%16.0%$33.5B2.4

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.0%+19.1%+16.7%+5.3%−9.7%16.4%$106B2.5

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.28%+13.7%+16.0%+15.9%+4.1%−9.4%17.1%$266M3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: DFAS 1992 · OMFS 2017 · IJR 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Small Cap ETF · $33.5B$13,661

DFAS

More Ways to See the Pairs

DFAS vs VO: Top 5 Holdings

Today

DFAS

1.4%in top 5

VO

in top 55.3%

DFASStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Cost, Income and Risk

Fees: DFAS, OMFS, IJR, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

DFAS0.30%$30

OMFS0.39%$39

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

VO

Vanguard Morningstar Mid-Cap ETF · $103B$13,809

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

DFASMeasureVO

+15.2%Year to dateJan 1 → Nov 12+14.0%

+17.7%1 yearTotal return+13.7%

+16.9%3 years · per year$10,000 became $15,968 · $16,605+18.4%

+6.4%5 years · per year$10,000 became $13,661 · $13,809+6.7%

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

1.01%Trailing 12-mo yield$101 · $135 a year on $10k1.35%

−9.4%Worst dropSmaller is better−8.2%

16.0%VolatilityLower is calmer13.2%

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

2–6VO wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%MOG-Anot top 5

0.3%AMGnot top 5

0.2%AITnot top 5

Held in common0.1%

End-of-day Nov 12, 2026 · share of each fund

DFAS vs VO Returns, Every Period

5Y

DimensionalDFAS

+6.4%

5 years, per year

VOVanguard

+6.7%

5 years, per year

DFASVOFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFAS vs VO

YTD

DimensionalDFAS

+15.2%

VOVanguard

+14.0%

+15.2%Year to date+14.0%

−9.4%Worst drop · 1Y−8.2%

16.0%Volatility · 1Y13.2%

1.0%Yield1.3%

$33.5BAssets$103B

3–1VO wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: DFAS, OMFS, IJR, VO

1Y

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

OMFS1.28%$128

IJR1.21%$121

DFAS1.01%$101

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

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

IJR$121 − $6 = $115

OMFS$128 − $39 = $89

DFAS$101 − $30 = $71

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFAS, OMFS, IJR, VO

Today

37.0%most shared, OMFS and IJR

DFASOMFSIJRVO

DFAS—32.8%34.5%0.1%

OMFS32.8%—37.0%0.0%

IJR34.5%37.0%—0.0%

VO0.1%0.0%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+19.1%IJR, at 16.4% volatility

VOWorst drop−8.2%13.2% vol

DFASWorst drop−9.4%16.0% vol

IJRWorst drop−9.7%16.4% vol

OMFSWorst drop−9.4%17.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

VOIJR

+14.0%Year to date+18.0%

1.3%Yield1.2%

+13.7%Past year+19.1%

0.03%Fee0.06%

2–2level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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DFAS, OMFS, IJR and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four