Compare · 3 funds side by side · dividends reinvested

IJT, DFAS and VUG

IJTiShares×DFASDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

IJT, DFAS and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.8B1.6

iShares S&P Small-Cap 600 Growth ETFUS Stock Styles · Small cap0.18%0.78%+14.9%+15.8%+16.6%+4.6%−11.0%17.3%$7.2B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

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: IJT 2000 · DFAS 1992 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P Small-Cap 600 Growth ETF · $7.2B$12,498

IJT

DFAS

Dimensional - US Small Cap ETF · $33.8B$13,927

$10,000 five years ago, dividends reinvested · they hold 22.1% in common

IJTMeasureDFAS

+14.9%Year to dateJan 1 → Nov 6+12.7%

+15.8%1 yearTotal return+15.9%

+16.6%3 years · per year$10,000 became $15,866 · $16,130+17.3%

+4.6%5 years · per year$10,000 became $12,498 · $13,927+6.8%

0.18%Expense ratio$18 · $30 a year on $10k · lower is better0.30%

0.78%Trailing 12-mo yield$78 · $103 a year on $10k1.03%

−11.0%Worst dropSmaller is better−9.4%

17.3%VolatilityLower is calmer15.7%

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

2–6DFAS wins

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

More Ways to See the Pairs

IJT vs DFAS: Top 5 Holdings

Today

IJT

5.2%in top 5

DFAS

in top 51.3%

IJTStockDFAS

1.1%RHPnot top 5

1.1%PTGXnot top 5

1.0%TGTXnot top 5

1.0%VSATnot top 5

1.0%ETSYnot top 5

not top 5SWKS0.3%

not top 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

not top 5UMBF0.2%

Held in common22.1%

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

IJT vs DFAS Returns, Every Period

iSharesIJT

+4.6%

5 years, per year

DFASDimensional

+6.8%

5 years, per year

IJTDFASFaded: behind in that period

1–3DFAS wins

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

IJT vs DFAS

YTD

iSharesIJT

+14.9%

DFASDimensional

+12.7%

+14.9%Year to date+12.7%

−11.0%Worst drop · 1Y−9.4%

17.3%Volatility · 1Y15.7%

0.8%Yield1.0%

$7.2BAssets$33.8B

3–1DFAS wins

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

Cost, Income and Risk

Fees: IJT, DFAS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJT0.18%$18

DFAS0.30%$30

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

Yields: IJT, DFAS, VUG

1.03%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.03%$103

IJT0.78%$78

VUG0.42%$42

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

Income After Fees on $10,000

$73most kept, DFAS

DFAS$103 − $30 = $73

IJT$78 − $18 = $60

VUG$42 − $3 = $39

KeptFee

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

Overlap: IJT, DFAS, VUG

Today

22.1%most shared, IJT and DFAS

IJTDFASVUG

IJT—22.1%0.0%

DFAS22.1%—0.0%

VUG0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+15.9%DFAS, at 15.7% volatility

DFASWorst drop−9.4%15.7% vol

IJTWorst drop−11.0%17.3% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

DFASIJT

+12.7%Year to date+14.9%

1.0%Yield0.8%

+15.9%Past year+15.8%

0.30%Fee0.18%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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