Compare · 4 funds side by side · dividends reinvested

DFAS, SCHA, IJR and VUG

DFASDimensional×SCHASchwab×IJRiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,124VUG · best of the four

02 / 04

DFAS, SCHA, IJR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Small-Cap ETFUS Stock Styles · Small cap0.03%1.15%+13.7%+18.2%+20.0%+5.7%−11.2%19.1%$21.7B2.3

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%$33.7B2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.8

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 · SCHA 2009 · IJR 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.7B$13,927

DFAS

SCHA

Schwab U.S. Small-Cap ETF · $21.7B$13,171

$10,000 five years ago, dividends reinvested · they hold 66.2% in common

DFASMeasureSCHA

+12.7%Year to dateJan 1 → Nov 6+13.7%

+15.9%1 yearTotal return+18.2%

+17.3%3 years · per year$10,000 became $16,130 · $17,285+20.0%

+6.8%5 years · per year$10,000 became $13,927 · $13,171+5.7%

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

1.03%Trailing 12-mo yield$103 · $115 a year on $10k1.15%

−9.4%Worst dropSmaller is better−11.2%

15.7%VolatilityLower is calmer19.1%

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

3–5SCHA 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 SCHA: Top 5 Holdings

Today

DFAS

1.3%in top 5

SCHA

in top 51.6%

DFASStockSCHA

not top 5HALO0.3%

0.3%SWKSnot top 5

not top 5W0.3%

not top 5GKOS0.3%

not top 5AHR0.3%

not top 5GVMXX0.3%

0.3%CCKnot top 5

0.3%SJMnot top 5

0.3%BJnot top 5

0.2%UMBFnot top 5

Held in common66.2%

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

DFAS vs SCHA Returns, Every Period

DimensionalDFAS

+6.8%

5 years, per year

SCHASchwab

+5.7%

5 years, per year

DFASSCHAFaded: behind in that period

1–3SCHA 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%

$33.7BAssets$104B

2–2level

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

Cost, Income and Risk

Fees: DFAS, SCHA, IJR, VUG

Today

0.03%lowest, SCHA

FundExpense ratioFee$10k

SCHA0.03%$3

VUG0.03%$3

IJR0.06%$6

DFAS0.30%$30

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

Yields: DFAS, SCHA, IJR, VUG

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

SCHA1.15%$115

DFAS1.03%$103

VUG0.42%$42

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

SCHA$115 − $3 = $112

DFAS$103 − $30 = $73

VUG$42 − $3 = $39

KeptFee

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

Overlap: DFAS, SCHA, IJR, VUG

Today

66.2%most shared, DFAS and SCHA

DFASSCHAIJRVUG

DFAS—66.2%34.5%0.0%

SCHA66.2%—40.1%0.1%

IJR34.5%40.1%—0.0%

VUG0.0%0.1%0.0%—

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

Return vs Bumpiness: 4 ETFs

+18.2%SCHA, at 19.1% volatility

DFASWorst drop−9.4%15.7% vol

IJRWorst drop−9.7%16.2% vol

VUGWorst drop−15.1%19.0% vol

SCHAWorst drop−11.2%19.1% vol

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

Paid More vs Made More

YTD

IJRSCHA

+15.5%Year to date+13.7%

1.2%Yield1.1%

+17.6%Past year+18.2%

0.06%Fee0.03%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026