Compare · 4 funds side by side · dividends reinvested

DFAS, SIXS, VO and IJR

DFASDimensional×SIXSMeridian×VOVanguard×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$14,033DFAS · best of the four

02 / 04

DFAS, SIXS, VO and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$33.7B2.6

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$104B2.6

ETC 6 Meridian Small Cap Equity ETFUS Stock Styles · Small cap0.31%1.95%+16.0%+21.0%+12.7%+4.5%−9.0%13.2%$146M2.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFAS 1992 · SIXS 2020 · VO 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.7B$14,033

DFAS

SIXS

ETC 6 Meridian Small Cap Equity ETF · $146M$12,460

$10,000 five years ago, dividends reinvested · they hold 4.3% in common

DFASMeasureSIXS

+16.1%Year to dateJan 1 → Nov 9+16.0%

+20.9%1 yearTotal return+21.0%

+17.5%3 years · per year$10,000 became $16,239 · $14,330+12.7%

+7.0%5 years · per year$10,000 became $14,033 · $12,460+4.5%

0.30%Expense ratio$30 · $31 a year on $10k · lower is better0.31%

1.00%Trailing 12-mo yield$100 · $195 a year on $10k1.95%

−9.4%Worst dropSmaller is better−9.0%

15.9%VolatilityLower is calmer13.2%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAS vs SIXS: Top 5 Holdings

Today

DFAS

1.3%in top 5

SIXS

in top 510.4%

DFASStockSIXS

not top 5AGO2.2%

not top 5INSW2.2%

not top 5INVA2.1%

not top 5PARR2.0%

not top 5GPOR1.9%

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%CCKnot top 5

0.2%MOG-Anot top 5

0.2%SJMnot top 5

Held in common4.3%

End-of-day Nov 9, 2026 · share of each fund

DFAS vs SIXS Returns, Every Period

DimensionalDFAS

+7.0%

5 years, per year

SIXSMeridian

+4.5%

5 years, per year

DFASSIXSFaded: behind in that period

3–1DFAS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFAS vs SIXS

YTD

DimensionalDFAS

+16.1%

SIXSMeridian

+16.0%

+16.1%Year to date+16.0%

−9.4%Worst drop · 1Y−9.0%

15.9%Volatility · 1Y13.2%

1.0%Yield2.0%

$33.7BAssets$146M

3–1SIXS wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, SIXS, VO, IJR

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

DFAS0.30%$30

SIXS0.31%$31

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAS, SIXS, VO, IJR

1.95%highest, SIXS

FundTrailing yieldYield$10k

SIXS1.95%$195

VO1.35%$135

IJR1.21%$121

DFAS1.00%$100

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$164most kept, SIXS

SIXS$195 − $31 = $164

VO$135 − $3 = $132

IJR$121 − $6 = $115

DFAS$100 − $30 = $70

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAS, SIXS, VO, IJR

Today

34.5%most shared, DFAS and IJR

DFASSIXSVOIJR

DFAS—4.3%0.1%34.5%

SIXS4.3%—0.0%12.7%

VO0.1%0.0%—0.0%

IJR34.5%12.7%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+22.8%IJR, at 16.4% volatility

VOWorst drop−8.2%13.1% vol

SIXSWorst drop−9.0%13.2% vol

DFASWorst drop−9.4%15.9% vol

IJRWorst drop−9.7%16.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SIXSIJR

+16.0%Year to date+18.9%

2.0%Yield1.2%

+21.0%Past year+22.8%

0.31%Fee0.06%

3–1IJR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026