Compare · 3 funds side by side · dividends reinvested

ISCG, DFAC and IJR

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,580DFAC · best of the three

Story of the three · IncomeMost incomeIJR · 1.21% · $121 a year on $10k

Story of the three · RiskSmallest drop

ISCG, DFAC and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+15.4%+20.7%+10.6%−8.5%13.1%$88.3B1.6

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.0%+19.1%+16.7%+5.3%−9.7%16.4%$107B1.6

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+10.8%+11.9%+18.4%+3.3%−11.4%18.8%$973M2.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: ISCG 2004 · DFAC 2005 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $88.3B$16,580

DFAC

IJR

iShares Core S&P Small-Cap ETF · $107B$12,918

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

DFAC

More Ways to See the Pairs

DFAC vs IJR: Top 5 Holdings

Today

DFAC

19.8%in top 5

IJR

in top 52.7%

DFACStockIJR

5.9%AAPLnot top 5

4.7%MSFTnot top 5

4.4%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Cost, Income and Risk

Fees: ISCG, DFAC, IJR

Today

0.06%lowest, ISCG

FundExpense ratioFee$10k

ISCG0.06%$6

IJR0.06%$6

DFAC0.21%$21

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: ISCG, DFAC, IJR

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

IJR

+14.1%Year to dateJan 1 → Nov 12+18.0%

+15.4%1 yearTotal return+19.1%

+20.7%3 years · per year$10,000 became $17,581 · $15,910+16.7%

+10.6%5 years · per year$10,000 became $16,580 · $12,918+5.3%

0.21%Expense ratio$21 · $6 a year on $10k · lower is better0.06%

0.88%Trailing 12-mo yield$88 · $121 a year on $10k1.21%

−8.5%Worst dropSmaller is better−9.7%

13.1%VolatilityLower is calmer16.4%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5VSAT0.6%

not top 5MTCH0.5%

not top 5RHP0.5%

not top 5PAYC0.5%

not top 5TGTX0.5%

Held in common6.4%

End-of-day Nov 12, 2026 · share of each fund

DFAC vs IJR Returns, Every Period

5Y

DimensionalDFAC

+10.6%

5 years, per year

IJRiShares

+5.3%

5 years, per year

DFACIJRFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFAC vs IJR

YTD

DimensionalDFAC

+14.1%

IJRiShares

+18.0%

+14.1%Year to date+18.0%

−8.5%Worst drop · 1Y−9.7%

13.1%Volatility · 1Y16.4%

0.9%Yield1.2%

$88.3BAssets$107B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

DFAC0.88%$88

ISCG0.65%$65

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

Income After Fees on $10,000

1Y

$115most kept, IJR

IJR$121 − $6 = $115

DFAC$88 − $21 = $67

ISCG$65 − $6 = $59

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: ISCG, DFAC, IJR

Today

25.3%most shared, ISCG and IJR

ISCGDFACIJR

ISCG—12.2%25.3%

DFAC12.2%—6.4%

IJR25.3%6.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.1%IJR, at 16.4% volatility

DFACWorst drop−8.5%13.1% vol

IJRWorst drop−9.7%16.4% vol

ISCGWorst drop−11.4%18.8% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

IJRDFAC

+18.0%Year to date+14.1%

1.2%Yield0.9%

+19.1%Past year+15.4%

0.06%Fee0.21%

4–0IJR wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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ISCG, DFAC and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three