Compare · 4 funds side by side · dividends reinvested

JSML, DFAS, IWF and IJR

JSMLJanus Henderson×DFASDimensional×IWFiShares×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,441IWF · best of the four

02 / 04

JSML, DFAS, IWF and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B1.8

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.7B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.8

Janus Henderson Small Cap Growth Alpha ETFUS Stock Styles · Small cap0.30%0.32%+15.1%+15.9%+21.7%+5.5%−14.8%22.5%$361M3.0

Rank among the four1st → 4thFee, 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: JSML 2016 · DFAS 1992 · IWF 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $115B$15,441

IWF

JSML

Janus Henderson Small Cap Growth Alpha ETF · $361M$13,078

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

IWFMeasureJSML

−5.3%Year to dateJan 1 → Nov 6+15.1%

−6.5%1 yearTotal return+15.9%

+19.4%3 years · per year$10,000 became $17,022 · $18,027+21.7%

+9.1%5 years · per year$10,000 became $15,442 · $13,078+5.5%

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

0.39%Trailing 12-mo yield$39 · $32 a year on $10k0.32%

−14.6%Worst dropSmaller is better−14.8%

19.4%VolatilityLower is calmer22.5%

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

5–3IWF wins

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

More Ways to See the Pairs

IWF vs JSML: Top 5 Holdings

Today

IWF

39.8%in top 5

JSML

in top 510.3%

IWFStockJSML

14.1%NVDAnot top 5

9.0%AAPLnot top 5

6.6%MSFTnot top 5

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

not top 5RHP2.2%

not top 5CON2.2%

not top 5OPCH2.1%

not top 5CVLT2.0%

not top 5ZWS1.9%

Held in common0.0%

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

IWF vs JSML Returns, Every Period

iSharesIWF

+9.1%

5 years, per year

JSMLJanus Henderson

+5.5%

5 years, per year

IWFJSMLFaded: behind in that period

1–3JSML wins

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

IWF vs IJR

YTD

iSharesIWF

−5.3%

IJRiShares

+15.5%

−5.3%Year to date+15.5%

−14.6%Worst drop · 1Y−9.7%

19.4%Volatility · 1Y16.2%

0.4%Yield1.2%

$115BAssets$104B

4–0IJR wins

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

Cost, Income and Risk

Fees: JSML, DFAS, IWF, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IWF0.18%$18

JSML0.30%$30

DFAS0.30%$30

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

Yields: JSML, DFAS, IWF, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

DFAS1.03%$103

IWF0.39%$39

JSML0.32%$32

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

DFAS$103 − $30 = $73

IWF$39 − $18 = $21

JSML$32 − $30 = $2

KeptFee

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

Overlap: JSML, DFAS, IWF, IJR

Today

34.5%most shared, DFAS and IJR

JSMLDFASIWFIJR

JSML—7.6%0.0%11.3%

DFAS7.6%—1.4%34.5%

IWF0.0%1.4%—0.1%

IJR11.3%34.5%0.1%—

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

Return vs Bumpiness: 4 ETFs

+17.6%IJR, at 16.2% volatility

DFASWorst drop−9.4%15.7% vol

IJRWorst drop−9.7%16.2% vol

IWFWorst drop−14.6%19.4% vol

JSMLWorst drop−14.8%22.5% vol

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

Paid More vs Made More

YTD

IJRJSML

+15.5%Year to date+15.1%

1.2%Yield0.3%

+17.6%Past year+15.9%

0.06%Fee0.30%

4–0IJR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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$59.7B

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