Compare · 4 funds side by side · dividends reinvested

DFAS, SMLF, VO and IJH

DFASDimensional×SMLFiShares×VOVanguard×IJHiShares×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,267SMLF · best of the four

Story of the four · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the four · RiskSmallest drop

DFAS, SMLF, VO and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.5%+6.6%−8.2%13.2%$103B1.9

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%$4.3B2.4

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.1%+17.3%+17.2%+6.1%−9.4%16.0%$33.5B2.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.7%+14.0%+16.4%+6.5%−8.8%15.8%$124B2.9

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 · VO 2004 · IJH 2000

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 VO: Top 5 Holdings

Today

DFAS

1.4%in top 5

VO

in top 55.3%

DFASStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Cost, Income and Risk

Fees: DFAS, SMLF, VO, IJH

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJH0.05%$5

SMLF0.15%$15

DFAS0.30%$30

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

VO

Vanguard Morningstar Mid-Cap ETF · $103B$13,748

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

DFASMeasureVO

+15.1%Year to dateJan 1 → Nov 13+14.0%

+17.3%1 yearTotal return+13.7%

+17.2%3 years · per year$10,000 became $16,080 · $16,641+18.5%

+6.1%5 years · per year$10,000 became $13,429 · $13,748+6.6%

0.30%Expense ratio$30 · $3 a year on $10k · lower is better0.03%

1.01%Trailing 12-mo yield$101 · $135 a year on $10k1.35%

−9.4%Worst dropSmaller is better−8.2%

16.0%VolatilityLower is calmer13.2%

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

2–6VO wins

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 common0.1%

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

DFAS vs VO Returns, Every Period

5Y

DimensionalDFAS

+6.1%

5 years, per year

VOVanguard

+6.6%

5 years, per year

DFASVOFaded: behind in that period

2–2Level

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

DFAS vs VO

YTD

DimensionalDFAS

+15.1%

VOVanguard

+14.0%

+15.1%Year to date+14.0%

−9.4%Worst drop · 1Y−8.2%

16.0%Volatility · 1Y13.2%

1.0%Yield1.3%

$33.5BAssets$103B

3–1VO wins

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

Yields: DFAS, SMLF, VO, IJH

1Y

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IJH1.22%$122

DFAS1.01%$101

SMLF0.99%$99

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

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

IJH$122 − $5 = $117

SMLF$99 − $15 = $84

DFAS$101 − $30 = $71

KeptFee

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

Overlap: DFAS, SMLF, VO, IJH

Today

42.7%most shared, DFAS and SMLF

DFASSMLFVOIJH

DFAS—42.7%0.1%40.7%

SMLF42.7%—0.9%40.2%

VO0.1%0.9%—0.2%

IJH40.7%40.2%0.2%—

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

Return vs Bumpiness: 4 ETFs

1Y

+17.3%DFAS, at 16.0% volatility

VOWorst drop−8.2%13.2% vol

IJHWorst drop−8.8%15.8% vol

DFASWorst drop−9.4%16.0% vol

SMLFWorst drop−8.7%17.5% vol

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

Paid More vs Made More

YTD

VODFAS

+14.0%Year to date+15.1%

1.3%Yield1.0%

+13.7%Past year+17.3%

0.03%Fee0.30%

2–2level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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DFAS, SMLF, VO and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four