Compare · 3 funds side by side · dividends reinvested

FSML, DFAS and IJR

FSMLFranklin Templeton×DFASDimensional×IJRiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,033DFAS · best of the three

02 / 04

FSML, DFAS and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$107B1.5

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$34.7B1.6

Franklin Small Cap Enhanced ETFUS Stock Styles · Small cap0.45%0.51%+18.4%[…][…][…][…][…]$151M2.7

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

End-of-day Nov 9, 2026 · returns include dividends · since: FSML 2025 · DFAS 1992 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $107B$13,254

IJR

DFAS

Dimensional - US Small Cap ETF · $34.7B$14,033

$10,000 five years ago, dividends reinvested · they hold 34.5% in common

IJRMeasureDFAS

+18.9%Year to dateJan 1 → Nov 9+16.1%

+22.8%1 yearTotal return+20.9%

+17.4%3 years · per year$10,000 became $16,193 · $16,239+17.5%

+5.8%5 years · per year$10,000 became $13,254 · $14,033+7.0%

0.06%Expense ratio$6 · $30 a year on $10k · lower is better0.30%

1.21%Trailing 12-mo yield$121 · $100 a year on $10k1.00%

−9.7%Worst dropSmaller is better−9.4%

16.4%VolatilityLower is calmer15.9%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IJR vs DFAS: Top 5 Holdings

Today

IJR

2.6%in top 5

DFAS

in top 51.3%

IJRStockDFAS

0.5%PAYCnot top 5

0.5%RHPnot top 5

0.5%MTCHnot top 5

0.5%LTHnot top 5

0.5%VSATnot top 5

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5CCK0.3%

not top 5MOG-A0.2%

not top 5SJM0.2%

Held in common34.5%

End-of-day Nov 9, 2026 · share of each fund

IJR vs DFAS Returns, Every Period

iSharesIJR

+5.8%

5 years, per year

DFASDimensional

+7.0%

5 years, per year

IJRDFASFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IJR vs DFAS

YTD

iSharesIJR

+18.9%

DFASDimensional

+16.1%

+18.9%Year to date+16.1%

−9.7%Worst drop · 1Y−9.4%

16.4%Volatility · 1Y15.9%

1.2%Yield1.0%

$107BAssets$34.7B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSML, DFAS, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

DFAS0.30%$30

FSML0.45%$45

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FSML, DFAS, IJR

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

DFAS1.00%$100

FSML0.51%$51

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

DFAS$100 − $30 = $70

FSML$51 − $45 = $6

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FSML, DFAS, IJR

Today

34.5%most shared, DFAS and IJR

FSMLDFASIJR

FSML—13.7%16.8%

DFAS13.7%—34.5%

IJR16.8%34.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.8%IJR, at 16.4% volatility

DFASWorst drop−9.4%15.9% vol

IJRWorst drop−9.7%16.4% vol

FSMLWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IJRFSML

+18.9%Year to date+18.4%

1.2%Yield0.5%

+22.8%Past year[…]

0.06%Fee0.45%

3–0IJR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026