Compare · 4 funds side by side · dividends reinvested

VO, IJS, IWF and DFAC

VOVanguard×IJSiShares×IWFiShares×DFACDimensional×

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, IWF and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$85.6B2.0

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%$7.5B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.3

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 · IWF 2000 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $115B$15,892

IWF

IJS

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

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

IWFMeasureIJS

−2.5%Year to dateJan 1 → Nov 9+18.9%

−2.2%1 yearTotal return+24.5%

+19.8%3 years · per year$10,000 became $17,207 · $16,208+17.5%

+9.7%5 years · per year$10,000 became $15,892 · $13,632+6.4%

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

0.38%Trailing 12-mo yield$38 · $138 a year on $10k1.38%

−14.6%Worst dropSmaller is better−9.3%

19.5%VolatilityLower is calmer16.3%

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

2–5IJS wins

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

More Ways to See the Pairs

IWF vs IJS: Top 5 Holdings

Today

IWF

39.7%in top 5

IJS

in top 54.8%

IWFStockIJS

14.3%NVDAnot top 5

8.8%AAPLnot top 5

6.5%MSFTnot top 5

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

not top 5PAYC1.0%

not top 5MTCH1.0%

not top 5VSXY0.9%

not top 5EPAM0.9%

not top 5JXN0.9%

Held in common0.0%

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

IWF vs IJS Returns, Every Period

iSharesIWF

+9.7%

5 years, per year

IJSiShares

+6.4%

5 years, per year

IWFIJSFaded: behind in that period

2–2Level

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

IWF vs IJS

YTD

iSharesIWF

−2.5%

IJSiShares

+18.9%

−2.5%Year to date+18.9%

−14.6%Worst drop · 1Y−9.3%

19.5%Volatility · 1Y16.3%

0.4%Yield1.4%

$115BAssets$7.5B

4–0IJS wins

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

Cost, Income and Risk

Fees: VO, IJS, IWF, DFAC

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJS0.18%$18

IWF0.18%$18

DFAC0.21%$21

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

Yields: VO, IJS, IWF, DFAC

1.38%highest, IJS

FundTrailing yieldYield$10k

IJS1.38%$138

VO1.35%$135

DFAC0.88%$88

IWF0.38%$38

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

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

KeptFee

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

Overlap: VO, IJS, IWF, DFAC

Today

40.3%most shared, IWF and DFAC

VOIJSIWFDFAC

VO—0.0%9.2%19.6%

IJS0.0%—0.0%4.7%

IWF9.2%0.0%—40.3%

DFAC19.6%4.7%40.3%—

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

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

IJSDFAC

+18.9%Year to date+14.1%

1.4%Yield0.9%

+24.5%Past year+17.7%

0.18%Fee0.21%

4–0IJS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

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