Compare · 2 funds side by side · dividends reinvested

DFAT and IJR

DFATDimensional×IJRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,744DFAT · best of the two

02 / 04

DFAT and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.31%+20.6%+26.4%+20.0%+10.9%−9.6%14.3%$31.7B1.1

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.9%+22.7%+19.3%+6.8%−9.7%15.8%$106B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: DFAT 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Targeted Value ETF · $31.7B$16,744

DFAT

IJR

iShares Core S&P Small-Cap ETF · $106B$13,920

$10,000 five years ago, dividends reinvested · they hold 32.4% in common

DFATMeasureIJR

+20.6%Year to dateJan 1 → Nov 4+19.9%

+26.4%1 yearTotal return+22.7%

+20.0%3 years · per year$10,000 became $17,261 · $16,979+19.3%

+10.9%5 years · per year$10,000 became $16,744 · $13,920+6.8%

0.31%Expense ratio$31 · $6 a year on $10k · lower is better0.06%

1.31%Trailing 12-mo yield$131 · $120 a year on $10k1.20%

−9.6%Worst dropSmaller is better−9.7%

14.3%VolatilityLower is calmer15.8%

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

7–1DFAT wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAT vs IJR: Top 5 Holdings

Today

DFAT

3.6%in top 5

IJR

in top 52.7%

DFATStockIJR

0.8%OVVnot top 5

0.7%CNHnot top 5

0.7%APAnot top 5

0.7%BALLnot top 5

0.7%TOLnot top 5

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

Held in common32.4%

End-of-day Nov 4, 2026 · share of each fund

DFAT vs IJR Returns, Every Period

DimensionalDFAT

+10.9%

5 years, per year

IJRiShares

+6.8%

5 years, per year

DFATIJRFaded: behind in that period

4–0DFAT wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAT vs IJR

YTD

DimensionalDFAT

+20.6%

IJRiShares

+19.9%

+20.6%Year to date+19.9%

−9.6%Worst drop · 1Y−9.7%

14.3%Volatility · 1Y15.8%

1.3%Yield1.2%

$31.7BAssets$106B

4–0DFAT wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAT, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

DFAT0.31%$31

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFAT, IJR

1.31%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.31%$131

IJR1.20%$120

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

DFAT$131 − $31 = $100

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFAT, IJR

Today

32.4%most shared, DFAT and IJR

DFATIJR

DFAT—32.4%

IJR32.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+26.4%DFAT, at 14.3% volatility

DFATWorst drop−9.6%14.3% vol

IJRWorst drop−9.7%15.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFATIJR

+20.6%Year to date+19.9%

1.3%Yield1.2%

+26.4%Past year+22.7%

0.31%Fee0.06%

3–1DFAT wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026