Compare · 4 funds side by side · dividends reinvested

DFAS, SMMV, IJR and VUG

DFASDimensional×SMMViShares×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 incomeSMMV · 1.56% · $156 a year on $10k

Story of the four · RiskSmallest drop

DFAS, SMMV, IJR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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 MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.56%+10.5%+12.3%+14.7%+5.6%−7.0%9.8%$281M2.4

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%$106B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$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 13, 2026 · returns include dividends · since: DFAS 1992 · SMMV 2016 · IJR 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI USA Small-Cap Min Vol Factor ETF · $281M$13,102

SMMV

More Ways to See the Pairs

SMMV vs DFAS: Top 5 Holdings

Today

SMMV

6.9%in top 5

DFAS

in top 51.4%

SMMVStockDFAS

1.5%PNWnot top 5

1.4%RNRnot top 5

1.4%OHInot top 5

1.3%THGnot top 5

1.2%ADCnot top 5

Cost, Income and Risk

Fees: DFAS, SMMV, IJR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

SMMV0.20%$20

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

$233BAssets$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%

DFAS

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

$10,000 five years ago, dividends reinvested · they hold 26.2% in common

SMMVMeasureDFAS

+10.5%Year to dateJan 1 → Nov 13+15.1%

+12.3%1 yearTotal return+17.3%

+14.7%3 years · per year$10,000 became $15,097 · $16,080+17.2%

+5.6%5 years · per year$10,000 became $13,103 · $13,429+6.1%

0.20%Expense ratio$20 · $30 a year on $10k · lower is better0.30%

1.56%Trailing 12-mo yield$156 · $101 a year on $10k1.01%

−7.0%Worst dropSmaller is better−9.4%

9.8%VolatilityLower is calmer16.0%

SMMVDFAS 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

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5MOG-A0.3%

not top 5AMG0.3%

not top 5AIT0.2%

Held in common26.2%

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

SMMV vs DFAS Returns, Every Period

5Y

iSharesSMMV

+5.6%

5 years, per year

DFASDimensional

+6.1%

5 years, per year

SMMVDFASFaded: behind in that period

0–4DFAS wins

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

SMMV vs IJR

YTD

iSharesSMMV

+10.5%

IJRiShares

+18.0%

+10.5%Year to date+18.0%

−7.0%Worst drop · 1Y−9.7%

9.8%Volatility · 1Y16.4%

1.6%Yield1.2%

$281MAssets$106B

3–1SMMV wins

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

Yields: DFAS, SMMV, IJR, VUG

1Y

1.56%highest, SMMV

FundTrailing yieldYield$10k

SMMV1.56%$156

IJR1.21%$121

DFAS1.01%$101

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$136most kept, SMMV

SMMV$156 − $20 = $136

IJR$121 − $6 = $115

DFAS$101 − $30 = $71

VUG$41 − $3 = $38

KeptFee

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

Overlap: DFAS, SMMV, IJR, VUG

Today

34.5%most shared, DFAS and IJR

DFASSMMVIJRVUG

DFAS—26.2%34.5%0.0%

SMMV26.2%—17.5%0.0%

IJR34.5%17.5%—0.0%

VUG0.0%0.0%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

SMMVWorst drop−7.0%9.8% vol

DFASWorst drop−9.4%16.0% vol

IJRWorst drop−9.7%16.4% 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

SMMVIJR

+10.5%Year to date+18.0%

1.6%Yield1.2%

+12.3%Past year+19.2%

0.20%Fee0.06%

3–1IJR wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

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

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DFAS, SMMV, IJR and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four