Compare · 4 funds side by side · dividends reinvested

DFAS, SMLF, IJR and VUG

DFASDimensional×SMLFiShares×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, 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%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B2.1

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.7B2.5

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%1.02%+12.3%+13.5%+20.9%+9.5%−8.7%17.3%$4.2B2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAS 1992 · SMLF 2015 · IJR 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Small-Cap Equity Factor ETF · $4.2B$15,772

SMLF

DFAS

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

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

SMLFMeasureDFAS

+12.3%Year to dateJan 1 → Nov 6+12.7%

+13.5%1 yearTotal return+15.9%

+20.9%3 years · per year$10,000 became $17,680 · $16,130+17.3%

+9.5%5 years · per year$10,000 became $15,772 · $13,927+6.8%

0.15%Expense ratio$15 · $30 a year on $10k · lower is better0.30%

1.02%Trailing 12-mo yield$102 · $103 a year on $10k1.03%

−8.7%Worst dropSmaller is better−9.4%

17.3%VolatilityLower is calmer15.7%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMLF vs DFAS: Top 5 Holdings

Today

SMLF

3.3%in top 5

DFAS

in top 51.3%

SMLFStockDFAS

0.7%EMEnot top 5

0.7%WSMnot top 5

0.6%TPRnot top 5

0.6%RSnot top 5

0.6%JBLnot top 5

not top 5SWKS0.3%

not top 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

not top 5UMBF0.2%

Held in common42.6%

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

SMLF vs DFAS Returns, Every Period

iSharesSMLF

+9.5%

5 years, per year

DFASDimensional

+6.8%

5 years, per year

SMLFDFASFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SMLF vs IJR

YTD

iSharesSMLF

+12.3%

IJRiShares

+15.5%

+12.3%Year to date+15.5%

−8.7%Worst drop · 1Y−9.7%

17.3%Volatility · 1Y16.2%

1.0%Yield1.2%

$4.2BAssets$104B

3–1IJR wins

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

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 6, 2026 · fee on $10,000 a year

Yields: DFAS, SMLF, IJR, VUG

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

DFAS1.03%$103

SMLF1.02%$102

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

SMLF$102 − $15 = $87

DFAS$103 − $30 = $73

VUG$42 − $3 = $39

KeptFee

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

Overlap: DFAS, SMLF, IJR, VUG

Today

42.6%most shared, DFAS and SMLF

DFASSMLFIJRVUG

DFAS—42.6%34.5%0.0%

SMLF42.6%—21.4%0.3%

IJR34.5%21.4%—0.0%

VUG0.0%0.3%0.0%—

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

Return vs Bumpiness: 4 ETFs

+17.6%IJR, at 16.2% volatility

DFASWorst drop−9.4%15.7% vol

IJRWorst drop−9.7%16.2% vol

SMLFWorst drop−8.7%17.3% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

IJRDFAS

+15.5%Year to date+12.7%

1.2%Yield1.0%

+17.6%Past year+15.9%

0.06%Fee0.30%

4–0IJR wins

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