Compare · 3 funds side by side · dividends reinvested

SVAL, DFAC and IJH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,443DFAC · best of the three

Story of the three · IncomeMost incomeSVAL · 2.20% · $220 a year on $10k

Story of the three · RiskSmallest drop

SVAL, DFAC and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+25.1%+29.4%+20.1%+7.4%−9.0%15.5%$163M1.8

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+13.9%+15.1%+20.7%+10.5%−8.5%13.1%$87.7B1.8

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.7%+14.0%+16.4%+6.5%−8.8%15.8%$124B2.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: SVAL 2020 · DFAC 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares US Small Cap Value Factor ETF · $163M$14,289

SVAL

DFAC

Dimensional - US Core Equity 2 ETF · $87.7B$16,443

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

SVAL

More Ways to See the Pairs

SVAL vs DFAC: Top 5 Holdings

Today

SVAL

4.2%in top 5

DFAC

in top 519.8%

SVALStockDFAC

not top 5AAPL5.9%

not top 5MSFT4.7%

not top 5NVDA4.4%

not top 5AMZN2.7%

not top 5META

Cost, Income and Risk

Fees: SVAL, DFAC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SVAL0.20%$20

DFAC0.21%$21

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: SVAL, DFAC, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

DFAC

+25.1%Year to dateJan 1 → Nov 13+13.9%

+29.4%1 yearTotal return+15.1%

+20.1%3 years · per year$10,000 became $17,339 · $17,599+20.7%

+7.4%5 years · per year$10,000 became $14,289 · $16,443+10.5%

0.20%Expense ratio$20 · $21 a year on $10k · lower is better0.21%

2.20%Trailing 12-mo yield$220 · $88 a year on $10k0.88%

−9.0%Worst dropSmaller is better−8.5%

15.5%VolatilityLower is calmer13.1%

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

4–4Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.9%

0.9%NSITnot top 5

0.9%MGNInot top 5

0.8%CBRLnot top 5

0.8%IBEXnot top 5

0.8%AZTAnot top 5

Held in common1.8%

End-of-day Nov 13, 2026 · share of each fund

SVAL vs DFAC Returns, Every Period

5Y

iSharesSVAL

+7.4%

5 years, per year

DFACDimensional

+10.5%

5 years, per year

SVALDFACFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

SVAL vs IJH

YTD

iSharesSVAL

+25.1%

IJHiShares

+12.7%

+25.1%Year to date+12.7%

−9.0%Worst drop · 1Y−8.8%

15.5%Volatility · 1Y15.8%

2.2%Yield1.2%

$163MAssets$124B

3–1SVAL wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

IJH1.22%$122

DFAC0.88%$88

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$200most kept, SVAL

SVAL$220 − $20 = $200

IJH$122 − $5 = $117

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SVAL, DFAC, IJH

Today

11.5%most shared, DFAC and IJH

SVALDFACIJH

SVAL—1.8%2.0%

DFAC1.8%—11.5%

IJH2.0%11.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+29.4%SVAL, at 15.5% volatility

DFACWorst drop−8.5%13.1% vol

SVALWorst drop−9.0%15.5% vol

IJHWorst drop−8.8%15.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SVALDFAC

+25.1%Year to date+13.9%

2.2%Yield0.9%

+29.4%Past year+15.1%

0.20%Fee0.21%

4–0SVAL wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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SVAL, DFAC and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three