Compare · 3 funds side by side · dividends reinvested

SIZE, DFAC and IJH

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

02 / 04

SIZE, 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%$85.7B1.6

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.39%+10.6%+12.4%+18.0%+7.1%−8.0%13.2%$426M1.9

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%$121B2.5

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: SIZE 2013 · DFAC 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Size Factor ETF · $426M$14,104

SIZE

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

$10,000 five years ago, dividends reinvested · they hold 42.8% in common

SIZEMeasureDFAC

+10.6%Year to dateJan 1 → Nov 6+11.4%

+12.4%1 yearTotal return+13.8%

+18.0%3 years · per year$10,000 became $16,431 · $17,722+21.0%

+7.1%5 years · per year$10,000 became $14,104 · $16,525+10.6%

0.15%Expense ratio$15 · $21 a year on $10k · lower is better0.21%

1.39%Trailing 12-mo yield$139 · $90 a year on $10k0.90%

−8.0%Worst dropSmaller is better−8.5%

13.2%VolatilityLower is calmer12.9%

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

3–5DFAC wins

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

More Ways to See the Pairs

SIZE vs DFAC: Top 5 Holdings

Today

SIZE

2.0%in top 5

DFAC

in top 520.4%

SIZEStockDFAC

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.8%

not top 5AMZN2.7%

not top 5META1.9%

0.4%SNnot top 5

0.4%TEAMnot top 5

0.4%KMBnot top 5

0.4%OKTAnot top 5

0.4%VMRKnot top 5

Held in common42.8%

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

SIZE vs DFAC Returns, Every Period

iSharesSIZE

+7.1%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

SIZEDFACFaded: behind in that period

0–4DFAC wins

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

SIZE vs IJH

YTD

iSharesSIZE

+10.6%

IJHiShares

+9.5%

+10.6%Year to date+9.5%

−8.0%Worst drop · 1Y−8.8%

13.2%Volatility · 1Y15.5%

1.4%Yield1.3%

$426MAssets$121B

4–0SIZE wins

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

Cost, Income and Risk

Fees: SIZE, DFAC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SIZE0.15%$15

DFAC0.21%$21

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

Yields: SIZE, DFAC, IJH

1.39%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.39%$139

IJH1.26%$126

DFAC0.90%$90

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

Income After Fees on $10,000

$124most kept, SIZE

SIZE$139 − $15 = $124

IJH$126 − $5 = $121

DFAC$90 − $21 = $69

KeptFee

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

Overlap: SIZE, DFAC, IJH

Today

42.8%most shared, SIZE and DFAC

SIZEDFACIJH

SIZE—42.8%5.2%

DFAC42.8%—11.4%

IJH5.2%11.4%—

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

Return vs Bumpiness: 3 ETFs

+13.8%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

SIZEWorst drop−8.0%13.2% vol

IJHWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

SIZEDFAC

+10.6%Year to date+11.4%

1.4%Yield0.9%

+12.4%Past year+13.8%

0.15%Fee0.21%

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