Compare · 3 funds side by side · dividends reinvested

DFSV, IJR and VOO

DFSVDimensional×IJRiShares×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

DFSV, IJR and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

U.S. Small Cap Value Portfolio ETF Class SharesUS Stock Styles · Small cap0.31%1.38%+21.0%+27.4%+20.3%[…]−9.4%14.7%$28.0B1.7

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.8

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.3%+21.3%+19.0%+6.1%−9.7%15.8%$106B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: DFSV 1993 · IJR 2000 · VOO 2010

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$13,468

$10,000 five years ago, dividends reinvested · they hold 33.2% in common

DFSVMeasureIJR

+21.0%Year to dateJan 1 → Nov 3+18.3%

+27.4%1 yearTotal return+21.3%

+20.3%3 years · per year$10,000 became $17,428 · $16,862+19.0%

[…]5 years · per year$10,000 became […] · $13,468+6.1%

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

1.38%Trailing 12-mo yield$138 · $121 a year on $10k1.21%

−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 3, 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

3.6%in top 5

IJR

in top 53.1%

DFSVStockIJR

not top 5GKOS0.8%

0.8%ELANnot top 5

0.7%SWKSnot top 5

0.7%DINOnot top 5

0.7%ARWnot top 5

0.7%IVZnot top 5

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5SM0.5%

not top 5MTCH0.5%

Held in common33.2%

End-of-day Nov 3, 2026 · share of each fund

DFSV vs IJR Returns, Every Period

DimensionalDFSV

+27.4%

past year

IJRiShares

+21.3%

past year

DFSVIJRFaded: behind in that period

3–0DFSV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DFSV vs IJR

YTD

DimensionalDFSV

+21.0%

IJRiShares

+18.3%

+21.0%Year to date+18.3%

−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 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFSV, IJR, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IJR0.06%$6

DFSV0.31%$31

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DFSV, IJR, VOO

1.38%highest, DFSV

FundTrailing yieldYield$10k

DFSV1.38%$138

IJR1.21%$121

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

DFSV$138 − $31 = $107

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DFSV, IJR, VOO

Today

33.2%most shared, DFSV and IJR

DFSVIJRVOO

DFSV—33.2%0.4%

IJR33.2%—0.0%

VOO0.4%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.4%DFSV, at 14.7% volatility

VOOWorst drop−8.9%12.7% vol

DFSVWorst drop−9.4%14.7% vol

IJRWorst drop−9.7%15.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DFSVIJR

+21.0%Year to date+18.3%

1.4%Yield1.2%

+27.4%Past year+21.3%

0.31%Fee0.06%

3–1DFSV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026