Compare · 3 funds side by side · dividends reinvested

DFAS, SMLL and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,927DFAS · best of the three

02 / 04

DFAS, SMLL 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%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B1.5

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.7B1.8

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.11%+12.3%+10.7%[…][…]−12.1%17.5%$13M2.7

Rank among the three1st → 3rdFee, 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 · SMLL 2024 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAS

IJR

iShares Core S&P Small-Cap ETF · $104B$13,170

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

DFASMeasureIJR

+12.7%Year to dateJan 1 → Nov 6+15.5%

+15.9%1 yearTotal return+17.6%

+17.3%3 years · per year$10,000 became $16,130 · $16,147+17.3%

+6.8%5 years · per year$10,000 became $13,927 · $13,170+5.7%

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

1.03%Trailing 12-mo yield$103 · $124 a year on $10k1.24%

−9.4%Worst dropSmaller is better−9.7%

15.7%VolatilityLower is calmer16.2%

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

3–4IJR wins

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

More Ways to See the Pairs

DFAS vs IJR: Top 5 Holdings

Today

DFAS

1.3%in top 5

IJR

in top 52.6%

DFASStockIJR

not top 5PAYC0.6%

not top 5LTH0.5%

not top 5MTCH0.5%

not top 5RHP0.5%

not top 5PTGX0.5%

0.3%SWKSnot top 5

0.3%CCKnot top 5

0.3%SJMnot top 5

0.3%BJnot top 5

0.2%UMBFnot top 5

Held in common34.5%

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

DFAS vs IJR Returns, Every Period

DimensionalDFAS

+6.8%

5 years, per year

IJRiShares

+5.7%

5 years, per year

DFASIJRFaded: behind in that period

1–2IJR wins

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

DFAS vs SMLL

YTD

DimensionalDFAS

+12.7%

SMLLHarbor

+12.3%

+12.7%Year to date+12.3%

−9.4%Worst drop · 1Y−12.1%

15.7%Volatility · 1Y17.5%

1.0%Yield2.1%

$33.7BAssets$13.4M

3–1DFAS wins

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

Cost, Income and Risk

Fees: DFAS, SMLL, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

DFAS0.30%$30

SMLL0.80%$80

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAS, SMLL, IJR

2.11%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.11%$211

IJR1.24%$124

DFAS1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$131most kept, SMLL

SMLL$211 − $80 = $131

IJR$124 − $6 = $118

DFAS$103 − $30 = $73

KeptFee

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

Overlap: DFAS, SMLL, IJR

Today

34.5%most shared, DFAS and IJR

DFASSMLLIJR

DFAS—3.8%34.5%

SMLL3.8%—3.3%

IJR34.5%3.3%—

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

Return vs Bumpiness: 3 ETFs

+17.6%IJR, at 16.2% volatility

DFASWorst drop−9.4%15.7% vol

IJRWorst drop−9.7%16.2% vol

SMLLWorst drop−12.1%17.5% vol

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

Paid More vs Made More

YTD

SMLLIJR

+12.3%Year to date+15.5%

2.1%Yield1.2%

+10.7%Past year+17.6%

0.80%Fee0.06%

3–1IJR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026