Compare · 2 funds side by side · dividends reinvested

DFAS and XJR

DFASDimensional×XJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,932DFAS · best of the two

02 / 04

DFAS and XJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$35.2B1.5

iShares ESG Select Screened S&P Small-Cap ETFUS Stock Styles · Small cap0.12%0.95%+15.5%+19.1%+17.6%+5.5%−10.2%16.9%$218M1.5

Rank among the two1st → 2ndFee, 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 · XJR 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAS

XJR

iShares ESG Select Screened S&P Small-Cap ETF · $218M$13,086

$10,000 five years ago, dividends reinvested · they hold 30.8% in common

DFASMeasureXJR

+12.6%Year to dateJan 1 → Nov 5+15.5%

+17.3%1 yearTotal return+19.1%

+17.5%3 years · per year$10,000 became $16,215 · $16,248+17.6%

+6.9%5 years · per year$10,000 became $13,932 · $13,086+5.5%

0.30%Expense ratio$30 · $12 a year on $10k · lower is better0.12%

1.04%Trailing 12-mo yield$104 · $95 a year on $10k0.95%

−9.4%Worst dropSmaller is better−10.2%

15.8%VolatilityLower is calmer16.9%

DFASXJR 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

DFAS vs XJR: Top 5 Holdings

Today

DFAS

1.4%in top 5

XJR

in top 53.0%

DFASStockXJR

not top 5PAYC0.7%

not top 5RHP0.6%

not top 5PTGX0.6%

not top 5MTCH0.6%

not top 5VSAT0.6%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%ELANnot top 5

0.2%CCKnot top 5

0.2%AITnot top 5

Held in common30.8%

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

DFAS vs XJR Returns, Every Period

DimensionalDFAS

+6.9%

5 years, per year

XJRiShares

+5.5%

5 years, per year

DFASXJRFaded: behind in that period

1–3XJR wins

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

DFAS vs XJR

YTD

DimensionalDFAS

+12.6%

XJRiShares

+15.5%

+12.6%Year to date+15.5%

−9.4%Worst drop · 1Y−10.2%

15.8%Volatility · 1Y16.9%

1.0%Yield1.0%

$35.2BAssets$218M

2–1DFAS wins

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

Cost, Income and Risk

Fees: DFAS, XJR

Today

0.12%lowest, XJR

FundExpense ratioFee$10k

XJR0.12%$12

DFAS0.30%$30

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

Yields: DFAS, XJR

1.04%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.04%$104

XJR0.95%$95

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

Income After Fees on $10,000

$83most kept, XJR

XJR$95 − $12 = $83

DFAS$104 − $30 = $74

KeptFee

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

Overlap: DFAS, XJR

Today

30.8%most shared, DFAS and XJR

DFASXJR

DFAS—30.8%

XJR30.8%—

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

Return vs Bumpiness: 2 ETFs

+19.1%XJR, at 16.9% volatility

DFASWorst drop−9.4%15.8% vol

XJRWorst drop−10.2%16.9% vol

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

Paid More vs Made More

YTD

DFASXJR

+12.6%Year to date+15.5%

1.0%Yield1.0%

+17.3%Past year+19.1%

0.30%Fee0.12%

3–0XJR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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