Compare · 2 funds side by side · dividends reinvested

DFSV and IJR

DFSVDimensional×IJRiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,920IJR · best of the two

02 / 04

DFSV and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

U.S. Small Cap Value Portfolio ETF Class SharesUS Stock Styles · Small cap0.31%1.37%+22.3%+28.5%+20.4%[…]−9.4%14.7%$28.0B1.1

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%$106B1.8

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: DFSV 1993 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

U.S. Small Cap Value Portfolio ETF Class Shares · $28.0B[…]

DFSV

IJR

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

$10,000 five years ago, dividends reinvested · they hold 33.3% in common

DFSVMeasureIJR

+22.3%Year to dateJan 1 → Nov 4+19.9%

+28.5%1 yearTotal return+22.7%

+20.4%3 years · per year$10,000 became $17,471 · $16,979+19.3%

[…]5 years · per year$10,000 became […] · $13,920+6.8%

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

1.37%Trailing 12-mo yield$137 · $120 a year on $10k1.20%

−9.4%Worst dropSmaller is better−9.7%

14.7%VolatilityLower is calmer15.8%

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

6–1DFSV wins

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

More Ways to See the Pairs

DFSV vs IJR: Top 5 Holdings

Today

DFSV

3.7%in top 5

IJR

in top 52.7%

DFSVStockIJR

0.8%ELANnot top 5

0.8%SWKSnot top 5

0.7%ARWnot top 5

0.7%DINOnot top 5

0.7%IVZnot top 5

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

Held in common33.3%

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

DFSV vs IJR Returns, Every Period

DimensionalDFSV

+28.5%

past year

IJRiShares

+22.7%

past year

DFSVIJRFaded: behind in that period

3–0DFSV wins

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

DFSV vs IJR

YTD

DimensionalDFSV

+22.3%

IJRiShares

+19.9%

+22.3%Year to date+19.9%

−9.4%Worst drop · 1Y−9.7%

14.7%Volatility · 1Y15.8%

1.4%Yield1.2%

$28.0BAssets$106B

4–0DFSV wins

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

Cost, Income and Risk

Fees: DFSV, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

DFSV0.31%$31

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

Yields: DFSV, IJR

1.37%highest, DFSV

FundTrailing yieldYield$10k

DFSV1.37%$137

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

DFSV$137 − $31 = $106

KeptFee

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

Overlap: DFSV, IJR

Today

33.3%most shared, DFSV and IJR

DFSVIJR

DFSV—33.3%

IJR33.3%—

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

Return vs Bumpiness: 2 ETFs

+28.5%DFSV, at 14.7% volatility

DFSVWorst drop−9.4%14.7% 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

DFSVIJR

+22.3%Year to date+19.9%

1.4%Yield1.2%

+28.5%Past year+22.7%

0.31%Fee0.06%

3–1DFSV 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