Compare · 4 funds side by side · dividends reinvested

DFAS, SSCP, VO and IJR

DFASDimensional×SSCPSmart×VOVanguard×IJRiShares×

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

02 / 04

DFAS, SSCP, VO and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.6

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%$33.8B2.3

SMART Small Cap ETFUS Stock Styles · Small cap0.79%0.00%[…][…][…][…][…][…]$14M4.0

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 · SSCP 2026 · VO 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

DFAS

Dimensional - US Small Cap ETF · $33.8B$13,927

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

VOMeasureDFAS

+10.6%Year to dateJan 1 → Nov 6+12.7%

+11.6%1 yearTotal return+15.9%

+18.6%3 years · per year$10,000 became $16,701 · $16,130+17.3%

+6.3%5 years · per year$10,000 became $13,590 · $13,927+6.8%

0.03%Expense ratio$3 · $30 a year on $10k · lower is better0.30%

1.39%Trailing 12-mo yield$139 · $103 a year on $10k1.03%

−8.2%Worst dropSmaller is better−9.4%

12.9%VolatilityLower is calmer15.7%

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

5–3VO wins

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

More Ways to See the Pairs

VO vs DFAS: Top 5 Holdings

Today

5.3%in top 5

DFAS

in top 51.3%

VOStockDFAS

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

not top 5SWKS0.3%

not top 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

not top 5UMBF0.2%

Held in common0.1%

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

VO vs DFAS Returns, Every Period

VanguardVO

+6.3%

5 years, per year

DFASDimensional

+6.8%

5 years, per year

VODFASFaded: behind in that period

1–3DFAS wins

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

VO vs IJR

YTD

VanguardVO

+10.6%

IJRiShares

+15.5%

+10.6%Year to date+15.5%

−8.2%Worst drop · 1Y−9.7%

12.9%Volatility · 1Y16.2%

1.4%Yield1.2%

$103BAssets$104B

3–1VO wins

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

Cost, Income and Risk

Fees: DFAS, SSCP, VO, IJR

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

DFAS0.30%$30

SSCP0.79%$79

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

Yields: DFAS, SSCP, VO, IJR

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

IJR1.24%$124

DFAS1.03%$103

SSCP0.00%$0

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IJR$124 − $6 = $118

DFAS$103 − $30 = $73

SSCP$0 − $79 = −$79

KeptFee

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

Overlap: DFAS, SSCP, VO, IJR

Today

34.5%most shared, DFAS and IJR

DFASSSCPVOIJR

DFAS—0.5%0.1%34.5%

SSCP0.5%—0.0%0.4%

VO0.1%0.0%—0.0%

IJR34.5%0.4%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

VOWorst drop−8.2%12.9% vol

DFASWorst drop−9.4%15.7% vol

IJRWorst drop−9.7%16.2% vol

SSCPWorst drop[…][…]

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

Paid More vs Made More

YTD

VOIJR

+10.6%Year to date+15.5%

1.4%Yield1.2%

+11.6%Past year+17.6%

0.03%Fee0.06%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026