Compare · 4 funds side by side · dividends reinvested

DFAS, SMLF, IJR and VTV

DFASDimensional×SMLFiShares×IJRiShares×VTVVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,803VTV · best of the four

Story of the four · IncomeMost incomeVTV · 1.83% · $183 a year on $10k

Story of the four · RiskSmallest drop

DFAS, SMLF, IJR and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.0

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.5%+21.3%+16.2%+5.7%−9.7%16.3%$107B2.9

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.6%+16.5%+6.9%−9.4%15.9%$34.7B3.0

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.99%+15.4%+17.4%+20.1%+9.7%−8.7%17.5%$4.3B3.1

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

End-of-day Nov 10, 2026 · returns include dividends · since: DFAS 1992 · SMLF 2015 · IJR 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Small Cap ETF · $34.7B$13,953

DFAS

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DFAS vs SMLF: Top 5 Holdings

Today

DFAS

1.3%in top 5

SMLF

in top 53.3%

DFASStockSMLF

not top 5EME0.8%

not top 5WSM0.7%

not top 5JBL0.6%

not top 5NVT0.6%

not top 5TPR0.6%

Cost, Income and Risk

Fees: DFAS, SMLF, IJR, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJR0.06%$6

SMLF0.15%$15

DFAS0.30%$30

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

Popular Pairs Near These Four

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SMLF

iShares U.S. Small-Cap Equity Factor ETF · $4.3B$15,864

$10,000 five years ago, dividends reinvested · they hold 42.6% in common

DFASMeasureSMLF

+15.7%Year to dateJan 1 → Nov 10+15.4%

+19.6%1 yearTotal return+17.4%

+16.5%3 years · per year$10,000 became $15,805 · $17,328+20.1%

+6.9%5 years · per year$10,000 became $13,953 · $15,864+9.7%

0.30%Expense ratio$30 · $15 a year on $10k · lower is better0.15%

1.01%Trailing 12-mo yield$101 · $99 a year on $10k0.99%

−9.4%Worst dropSmaller is better−8.7%

15.9%VolatilityLower is calmer17.5%

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

4–4Level

End-of-day Nov 10, 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

0.2%CCKnot top 5

0.2%AITnot top 5

Held in common42.6%

End-of-day Nov 10, 2026 · share of each fund

DFAS vs SMLF Returns, Every Period

5Y

DimensionalDFAS

+6.9%

5 years, per year

SMLFiShares

+9.7%

5 years, per year

DFASSMLFFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

DFAS vs VTV

YTD

DimensionalDFAS

+15.7%

VTVVanguard

+21.0%

+15.7%Year to date+21.0%

−9.4%Worst drop · 1Y−6.4%

15.9%Volatility · 1Y10.8%

1.0%Yield1.8%

$34.7BAssets$184B

4–0VTV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: DFAS, SMLF, IJR, VTV

1Y

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

IJR1.21%$121

DFAS1.01%$101

SMLF0.99%$99

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$180most kept, VTV

VTV$183 − $3 = $180

IJR$121 − $6 = $115

SMLF$99 − $15 = $84

DFAS$101 − $30 = $71

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DFAS, SMLF, IJR, VTV

Today

42.6%most shared, DFAS and SMLF

DFASSMLFIJRVTV

DFAS—42.6%34.5%0.1%

SMLF42.6%—21.2%0.1%

IJR34.5%21.2%—0.0%

VTV0.1%0.1%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+24.8%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

DFASWorst drop−9.4%15.9% vol

IJRWorst drop−9.7%16.3% vol

SMLFWorst drop−8.7%17.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VTVIJR

+21.0%Year to date+18.5%

1.8%Yield1.2%

+24.8%Past year+21.3%

0.03%Fee0.06%

4–0VTV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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DFAS, SMLF, IJR and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four