Compare · 3 funds side by side · dividends reinvested

DFAS, SMLF and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,777SMLF · best of the three

02 / 04

DFAS, SMLF and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$108B1.9

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$35.2B2.0

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%1.02%+11.7%+14.6%+21.0%+9.5%−8.7%17.4%$4.3B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DFAS 1992 · SMLF 2015 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Small-Cap Equity Factor ETF · $4.3B$15,777

SMLF

DFAS

Dimensional - US Small Cap ETF · $35.2B$13,932

$10,000 five years ago, dividends reinvested · they hold 42.9% in common

SMLFMeasureDFAS

+11.7%Year to dateJan 1 → Nov 5+12.6%

+14.6%1 yearTotal return+17.3%

+21.0%3 years · per year$10,000 became $17,700 · $16,215+17.5%

+9.5%5 years · per year$10,000 became $15,777 · $13,932+6.9%

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

1.02%Trailing 12-mo yield$102 · $104 a year on $10k1.04%

−8.7%Worst dropSmaller is better−9.4%

17.4%VolatilityLower is calmer15.8%

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

4–4Level

End-of-day Nov 5, 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 51.4%

SMLFStockDFAS

0.8%EMEnot top 5

0.7%WSMnot top 5

0.6%JBLnot top 5

0.6%RSnot top 5

0.6%NVTnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5ELAN0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common42.9%

End-of-day Nov 5, 2026 · share of each fund

SMLF vs DFAS Returns, Every Period

iSharesSMLF

+9.5%

5 years, per year

DFASDimensional

+6.9%

5 years, per year

SMLFDFASFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SMLF vs IJR

YTD

iSharesSMLF

+11.7%

IJRiShares

+15.4%

+11.7%Year to date+15.4%

−8.7%Worst drop · 1Y−9.7%

17.4%Volatility · 1Y16.3%

1.0%Yield1.2%

$4.3BAssets$108B

3–1IJR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, SMLF, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

SMLF0.15%$15

DFAS0.30%$30

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAS, SMLF, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

DFAS1.04%$104

SMLF1.02%$102

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

SMLF$102 − $15 = $87

DFAS$104 − $30 = $74

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAS, SMLF, IJR

Today

42.9%most shared, DFAS and SMLF

DFASSMLFIJR

DFAS—42.9%34.5%

SMLF42.9%—21.4%

IJR34.5%21.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.4%IJR, at 16.3% volatility

DFASWorst drop−9.4%15.8% vol

IJRWorst drop−9.7%16.3% vol

SMLFWorst drop−8.7%17.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IJRDFAS

+15.4%Year to date+12.6%

1.2%Yield1.0%

+19.4%Past year+17.3%

0.06%Fee0.30%

4–0IJR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026