Compare · 4 funds side by side · dividends reinvested

DFAS, SMLF, IJR and VUG

DFASDimensional×SMLFiShares×IJRiShares×VUGVanguard×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,151VUG · best of the four

Story of the four · IncomeMost incomeIJR · 1.21% · $121 a year on $10k

Story of the four · RiskSmallest drop

DFAS, SMLF, IJR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.0%+19.2%+17.1%+4.8%−9.7%16.4%$106B2.3

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.1%+17.3%+17.2%+6.1%−9.4%16.0%$33.5B2.4

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.99%+14.8%+15.6%+20.8%+8.8%−8.7%17.5%$4.3B2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$221B2.9

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

End-of-day Nov 13, 2026 · returns include dividends · since: DFAS 1992 · SMLF 2015 · IJR 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Small Cap ETF · $33.5B$13,429

DFAS

More Ways to See the Pairs

DFAS vs IJR: Top 5 Holdings

Today

DFAS

1.4%in top 5

IJR

in top 52.7%

DFASStockIJR

not top 5VSAT0.6%

not top 5MTCH0.5%

not top 5RHP0.5%

not top 5PAYC0.5%

not top 5TGTX0.5%

Cost, Income and Risk

Fees: DFAS, SMLF, IJR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

SMLF0.15%$15

DFAS0.30%$30

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$221BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

IJR

iShares Core S&P Small-Cap ETF · $106B$12,645

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

DFASMeasureIJR

+15.1%Year to dateJan 1 → Nov 13+18.0%

+17.3%1 yearTotal return+19.2%

+17.2%3 years · per year$10,000 became $16,080 · $16,058+17.1%

+6.1%5 years · per year$10,000 became $13,429 · $12,645+4.8%

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

1.01%Trailing 12-mo yield$101 · $121 a year on $10k1.21%

−9.4%Worst dropSmaller is better−9.7%

16.0%VolatilityLower is calmer16.4%

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

4–4Level

End-of-day Nov 13, 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 common34.5%

End-of-day Nov 13, 2026 · share of each fund

DFAS vs IJR Returns, Every Period

5Y

DimensionalDFAS

+6.1%

5 years, per year

IJRiShares

+4.8%

5 years, per year

DFASIJRFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DFAS vs IJR

YTD

DimensionalDFAS

+15.1%

IJRiShares

+18.0%

+15.1%Year to date+18.0%

−9.4%Worst drop · 1Y−9.7%

16.0%Volatility · 1Y16.4%

1.0%Yield1.2%

$33.5BAssets$106B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: DFAS, SMLF, IJR, VUG

1Y

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

DFAS1.01%$101

SMLF0.99%$99

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$115most kept, IJR

IJR$121 − $6 = $115

SMLF$99 − $15 = $84

DFAS$101 − $30 = $71

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DFAS, SMLF, IJR, VUG

Today

42.7%most shared, DFAS and SMLF

DFASSMLFIJRVUG

DFAS—42.7%34.5%0.0%

SMLF42.7%—21.3%0.3%

IJR34.5%21.3%—0.0%

VUG0.0%0.3%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+19.2%IJR, at 16.4% volatility

DFASWorst drop−9.4%16.0% vol

IJRWorst drop−9.7%16.4% vol

SMLFWorst drop−8.7%17.5% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

IJRDFAS

+18.0%Year to date+15.1%

1.2%Yield1.0%

+19.2%Past year+17.3%

0.06%Fee0.30%

4–0IJR wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

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DFAS, SMLF, IJR and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four