Compare · 4 funds side by side · dividends reinvested

VO, IJS, DFAC and IJR

VOVanguard×IJSiShares×DFACDimensional×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,820DFAC · best of the four

02 / 04

VO, IJS, DFAC and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.3

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.38%+18.9%+24.5%+17.5%+6.4%−9.3%16.3%$7.5B2.3

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$85.6B2.4

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$104B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: VO 2004 · IJS 2000 · DFAC 2005 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P Small-Cap 600 Value ETF · $7.5B$13,632

IJS

DFAC

Dimensional - US Core Equity 2 ETF · $85.6B$16,820

$10,000 five years ago, dividends reinvested · they hold 4.7% in common

IJSMeasureDFAC

+18.9%Year to dateJan 1 → Nov 9+14.1%

+24.5%1 yearTotal return+17.7%

+17.5%3 years · per year$10,000 became $16,208 · $17,787+21.2%

+6.4%5 years · per year$10,000 became $13,632 · $16,820+11.0%

0.18%Expense ratio$18 · $21 a year on $10k · lower is better0.21%

1.38%Trailing 12-mo yield$138 · $88 a year on $10k0.88%

−9.3%Worst dropSmaller is better−8.5%

16.3%VolatilityLower is calmer13.1%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IJS vs DFAC: Top 5 Holdings

Today

IJS

4.8%in top 5

DFAC

in top 520.4%

IJSStockDFAC

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.9%

not top 5AMZN2.7%

not top 5META1.9%

1.0%PAYCnot top 5

1.0%MTCHnot top 5

0.9%VSXYnot top 5

0.9%EPAMnot top 5

0.9%JXNnot top 5

Held in common4.7%

End-of-day Nov 9, 2026 · share of each fund

IJS vs DFAC Returns, Every Period

iSharesIJS

+6.4%

5 years, per year

DFACDimensional

+11.0%

5 years, per year

IJSDFACFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IJS vs VO

YTD

iSharesIJS

+18.9%

VOVanguard

+13.6%

+18.9%Year to date+13.6%

−9.3%Worst drop · 1Y−8.2%

16.3%Volatility · 1Y13.1%

1.4%Yield1.4%

$7.5BAssets$103B

2–1VO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VO, IJS, DFAC, IJR

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

IJS0.18%$18

DFAC0.21%$21

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VO, IJS, DFAC, IJR

1.38%highest, IJS

FundTrailing yieldYield$10k

IJS1.38%$138

VO1.35%$135

IJR1.21%$121

DFAC0.88%$88

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IJS$138 − $18 = $120

IJR$121 − $6 = $115

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VO, IJS, DFAC, IJR

Today

65.4%most shared, IJS and IJR

VOIJSDFACIJR

VO—0.0%19.6%0.0%

IJS0.0%—4.7%65.4%

DFAC19.6%4.7%—6.4%

IJR0.0%65.4%6.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+24.5%IJS, at 16.3% volatility

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.1% vol

IJSWorst drop−9.3%16.3% vol

IJRWorst drop−9.7%16.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IJSIJR

+18.9%Year to date+18.9%

1.4%Yield1.2%

+24.5%Past year+22.8%

0.18%Fee0.06%

2–1IJS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026