Compare · 3 funds side by side · dividends reinvested

SSCP, DFAC and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,526DFAC · best of the three

02 / 04

SSCP, DFAC and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B1.5

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$108B1.5

SMART Small Cap ETFUS Stock Styles · Small cap0.79%0.00%[…][…][…][…][…][…]$14M3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: SSCP 2026 · DFAC 2005 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

SMART Small Cap ETF · $14M[…]

SSCP

DFAC

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

SSCPMeasureDFAC

[…]Year to dateJan 1 → Nov 5+11.2%

[…]1 yearTotal return+14.3%

[…]3 years · per year$10,000 became […] · $17,812+21.2%

[…]5 years · per year$10,000 became […] · $16,526+10.6%

0.79%Expense ratio$79 · $21 a year on $10k · lower is better0.21%

0.00%Trailing 12-mo yield$0 · $90 a year on $10k0.90%

[…]Worst dropSmaller is better−8.5%

[…]VolatilityLower is calmer12.9%

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

0–2DFAC wins

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

More Ways to See the Pairs

SSCP vs DFAC: Top 5 Holdings

Today

SSCP

35.5%in top 5

DFAC

in top 520.5%

SSCPStockDFAC

7.9%VIAnot top 5

7.6%QNSTnot top 5

7.1%MAXnot top 5

6.7%GCTnot top 5

6.2%PAYSnot top 5

not top 5AAPL5.8%

not top 5NVDA5.1%

not top 5MSFT5.0%

not top 5AMZN2.7%

not top 5META1.9%

Held in common0.1%

End-of-day Nov 5, 2026 · share of each fund

SSCP vs DFAC Returns, Every Period

SmartSSCP

[…]

past year

DFACDimensional

+14.3%

past year

Returns […]

SSCPDFACFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SSCP vs IJR

YTD

SmartSSCP

[…]

IJRiShares

+15.4%

[…]Year to date+15.4%

[…]Worst drop · 1Y−9.7%

[…]Volatility · 1Y16.3%

0.0%Yield1.2%

$13.6MAssets$108B

1–0IJR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SSCP, DFAC, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

DFAC0.21%$21

SSCP0.79%$79

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SSCP, DFAC, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

DFAC0.90%$90

SSCP0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

DFAC$90 − $21 = $69

SSCP$0 − $79 = −$79

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SSCP, DFAC, IJR

Today

6.4%most shared, DFAC and IJR

SSCPDFACIJR

SSCP—0.1%0.4%

DFAC0.1%—6.4%

IJR0.4%6.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.4%IJR, at 16.3% volatility

DFACWorst drop−8.5%12.9% vol

IJRWorst drop−9.7%16.3% vol

SSCPWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IJRDFAC

+15.4%Year to date+11.2%

1.2%Yield0.9%

+19.4%Past year+14.3%

0.06%Fee0.21%

4–0IJR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026