Compare · 3 funds side by side · dividends reinvested

IJH, VUG and DFAC

IJHiShares×VUGVanguard×DFACDimensional×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,526DFAC · best of the three

02 / 04

IJH, VUG and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B1.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$125B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: IJH 2000 · VUG 2004 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Mid-Cap ETF · $125B$13,830

IJH

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IJHMeasureVUG

+9.5%Year to dateJan 1 → Nov 5+0.5%

+12.9%1 yearTotal return−0.6%

+16.5%3 years · per year$10,000 became $15,806 · $18,532+22.8%

+6.7%5 years · per year$10,000 became $13,830 · $16,052+9.9%

0.05%Expense ratio$5 · $3 a year on $10k · lower is better0.03%

1.26%Trailing 12-mo yield$126 · $43 a year on $10k0.43%

−8.8%Worst dropSmaller is better−15.1%

15.5%VolatilityLower is calmer19.0%

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

5–3IJH wins

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

More Ways to See the Pairs

IJH vs VUG: Top 5 Holdings

Today

IJH

3.5%in top 5

VUG

in top 545.2%

IJHStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

0.8%UTHRnot top 5

0.7%FTInot top 5

0.7%ATInot top 5

0.7%USFDnot top 5

0.7%THCnot top 5

Held in common0.0%

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

IJH vs VUG Returns, Every Period

iSharesIJH

+6.7%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

IJHVUGFaded: behind in that period

2–2Level

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

IJH vs DFAC

YTD

iSharesIJH

+9.5%

DFACDimensional

+11.2%

+9.5%Year to date+11.2%

−8.8%Worst drop · 1Y−8.5%

15.5%Volatility · 1Y12.9%

1.3%Yield0.9%

$125BAssets$89.2B

3–1DFAC wins

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

Cost, Income and Risk

Fees: IJH, VUG, DFAC

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJH0.05%$5

DFAC0.21%$21

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

Yields: IJH, VUG, DFAC

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

DFAC0.90%$90

VUG0.43%$43

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

KeptFee

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

Overlap: IJH, VUG, DFAC

Today

36.2%most shared, VUG and DFAC

IJHVUGDFAC

IJH—0.0%11.4%

VUG0.0%—36.2%

DFAC11.4%36.2%—

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

Return vs Bumpiness: 3 ETFs

+14.3%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

IJHWorst drop−8.8%15.5% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

IJHDFAC

+9.5%Year to date+11.2%

1.3%Yield0.9%

+12.9%Past year+14.3%

0.05%Fee0.21%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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