Compare · 4 funds side by side · dividends reinvested

VO, JSML, DFAC and IJR

VOVanguard×JSMLJanus Henderson×DFACDimensional×IJRiShares×

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

02 / 04

VO, JSML, DFAC and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.1

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%$85.6B2.4

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B2.4

Janus Henderson Small Cap Growth Alpha ETFUS Stock Styles · Small cap0.30%0.32%+15.1%+15.9%+21.7%+5.5%−14.8%22.5%$361M3.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: VO 2004 · JSML 2016 · DFAC 2005 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,525

DFAC

JSML

Janus Henderson Small Cap Growth Alpha ETF · $361M$13,078

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

DFACMeasureJSML

+11.4%Year to dateJan 1 → Nov 6+15.1%

+13.8%1 yearTotal return+15.9%

+21.0%3 years · per year$10,000 became $17,722 · $18,027+21.7%

+10.6%5 years · per year$10,000 became $16,525 · $13,078+5.5%

0.21%Expense ratio$21 · $30 a year on $10k · lower is better0.30%

0.90%Trailing 12-mo yield$90 · $32 a year on $10k0.32%

−8.5%Worst dropSmaller is better−14.8%

12.9%VolatilityLower is calmer22.5%

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

5–3DFAC wins

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

More Ways to See the Pairs

DFAC vs JSML: Top 5 Holdings

Today

DFAC

20.4%in top 5

JSML

in top 510.3%

DFACStockJSML

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.8%NVDAnot top 5

2.7%AMZNnot top 5

not top 5RHP2.2%

not top 5CON2.2%

not top 5OPCH2.1%

not top 5CVLT2.0%

1.9%METAnot top 5

not top 5ZWS1.9%

Held in common1.3%

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

DFAC vs JSML Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

JSMLJanus Henderson

+5.5%

5 years, per year

DFACJSMLFaded: behind in that period

1–3JSML wins

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

DFAC vs VO

YTD

DimensionalDFAC

+11.4%

VOVanguard

+10.6%

+11.4%Year to date+10.6%

−8.5%Worst drop · 1Y−8.2%

12.9%Volatility · 1Y12.9%

0.9%Yield1.4%

$85.6BAssets$103B

2–1VO wins

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

Cost, Income and Risk

Fees: VO, JSML, DFAC, IJR

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

DFAC0.21%$21

JSML0.30%$30

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

Yields: VO, JSML, DFAC, IJR

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

IJR1.24%$124

DFAC0.90%$90

JSML0.32%$32

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IJR$124 − $6 = $118

DFAC$90 − $21 = $69

JSML$32 − $30 = $2

KeptFee

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

Overlap: VO, JSML, DFAC, IJR

Today

19.7%most shared, VO and DFAC

VOJSMLDFACIJR

VO—0.0%19.7%0.0%

JSML0.0%—1.3%11.3%

DFAC19.7%1.3%—6.4%

IJR0.0%11.3%6.4%—

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

Return vs Bumpiness: 4 ETFs

+17.6%IJR, at 16.2% volatility

VOWorst drop−8.2%12.9% vol

DFACWorst drop−8.5%12.9% vol

IJRWorst drop−9.7%16.2% vol

JSMLWorst drop−14.8%22.5% vol

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

Paid More vs Made More

YTD

VOIJR

+10.6%Year to date+15.5%

1.4%Yield1.2%

+11.6%Past year+17.6%

0.03%Fee0.06%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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