Compare · 3 funds side by side · dividends reinvested

IJR, DFAC and IJH

IJRiShares×DFACDimensional×IJHiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,525DFAC · best of the three

02 / 04

IJR, DFAC and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.6B1.8

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B2.1

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: IJR 2000 · DFAC 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $104B$13,170

IJR

DFAC

Dimensional - US Core Equity 2 ETF · $85.6B$16,525

$10,000 five years ago, dividends reinvested · they hold 6.4% in common

IJRMeasureDFAC

+15.5%Year to dateJan 1 → Nov 6+11.4%

+17.6%1 yearTotal return+13.8%

+17.3%3 years · per year$10,000 became $16,147 · $17,722+21.0%

+5.7%5 years · per year$10,000 became $13,170 · $16,525+10.6%

0.06%Expense ratio$6 · $21 a year on $10k · lower is better0.21%

1.24%Trailing 12-mo yield$124 · $90 a year on $10k0.90%

−9.7%Worst dropSmaller is better−8.5%

16.2%VolatilityLower is calmer12.9%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IJR vs DFAC: Top 5 Holdings

Today

IJR

2.6%in top 5

DFAC

in top 520.4%

IJRStockDFAC

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.8%

not top 5AMZN2.7%

not top 5META1.9%

0.6%PAYCnot top 5

0.5%LTHnot top 5

0.5%MTCHnot top 5

0.5%RHPnot top 5

0.5%PTGXnot top 5

Held in common6.4%

End-of-day Nov 6, 2026 · share of each fund

IJR vs DFAC Returns, Every Period

iSharesIJR

+5.7%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

IJRDFACFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IJR vs IJH

YTD

iSharesIJR

+15.5%

IJHiShares

+9.5%

+15.5%Year to date+9.5%

−9.7%Worst drop · 1Y−8.8%

16.2%Volatility · 1Y15.5%

1.2%Yield1.3%

$104BAssets$121B

3–1IJH wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IJR, DFAC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IJR0.06%$6

DFAC0.21%$21

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IJR, DFAC, IJH

1.25%highest, IJH

FundTrailing yieldYield$10k

IJH1.25%$125

IJR1.24%$124

DFAC0.90%$90

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

IJR$124 − $6 = $118

DFAC$90 − $21 = $69

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IJR, DFAC, IJH

Today

11.4%most shared, DFAC and IJH

IJRDFACIJH

IJR—6.4%0.0%

DFAC6.4%—11.4%

IJH0.0%11.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.6%IJR, at 16.2% volatility

DFACWorst drop−8.5%12.9% vol

IJHWorst drop−8.8%15.5% vol

IJRWorst drop−9.7%16.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJHIJR

+9.5%Year to date+15.5%

1.3%Yield1.2%

+12.9%Past year+17.6%

0.05%Fee0.06%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026