Compare · 4 funds side by side · dividends reinvested

VO, ONOF, DFAC and IJR

VOVanguard×ONOFGlobal X×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, ONOF, 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%$103B2.1

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%$87.7B2.1

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%$107B2.8

Global X - Adaptive U.S. Risk Management ETFUS Stock Styles · Large cap0.39%1.23%+7.2%+9.4%+14.2%+7.3%−6.9%13.2%$136M3.0

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 · ONOF 2021 · DFAC 2005 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

ONOF

Global X - Adaptive U.S. Risk Management ETF · $136M$14,191

$10,000 five years ago, dividends reinvested · they hold 17.3% in common

VOMeasureONOF

+13.6%Year to dateJan 1 → Nov 9+7.2%

+15.6%1 yearTotal return+9.4%

+18.8%3 years · per year$10,000 became $16,763 · $14,896+14.2%

+6.8%5 years · per year$10,000 became $13,867 · $14,191+7.3%

0.03%Expense ratio$3 · $39 a year on $10k · lower is better0.39%

1.35%Trailing 12-mo yield$135 · $123 a year on $10k1.23%

−8.2%Worst dropSmaller is better−6.9%

13.1%VolatilityLower is calmer13.2%

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

6–2VO wins

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

More Ways to See the Pairs

VO vs ONOF: Top 5 Holdings

Today

5.3%in top 5

ONOF

in top 527.0%

VOStockONOF

not top 5AAPL7.7%

not top 5NVDA6.7%

not top 5MSFT6.1%

not top 5AMZN3.9%

not top 5GOOGL2.6%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Held in common17.3%

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

VO vs ONOF Returns, Every Period

VanguardVO

+6.8%

5 years, per year

ONOFGlobal X

+7.3%

5 years, per year

VOONOFFaded: behind in that period

3–1VO wins

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

VO vs ONOF

YTD

VanguardVO

+13.6%

ONOFGlobal X

+7.2%

+13.6%Year to date+7.2%

−8.2%Worst drop · 1Y−6.9%

13.1%Volatility · 1Y13.2%

1.4%Yield1.2%

$103BAssets$136M

3–1VO wins

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

Cost, Income and Risk

Fees: VO, ONOF, DFAC, IJR

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

DFAC0.21%$21

ONOF0.39%$39

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

Yields: VO, ONOF, DFAC, IJR

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

ONOF1.23%$123

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

IJR$121 − $6 = $115

ONOF$123 − $39 = $84

DFAC$88 − $21 = $67

KeptFee

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

Overlap: VO, ONOF, DFAC, IJR

Today

69.1%most shared, ONOF and DFAC

VOONOFDFACIJR

VO—17.3%19.6%0.0%

ONOF17.3%—69.1%0.0%

DFAC19.6%69.1%—6.4%

IJR0.0%0.0%6.4%—

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

Return vs Bumpiness: 4 ETFs

+22.8%IJR, at 16.4% volatility

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.1% vol

ONOFWorst drop−6.9%13.2% 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

VOIJR

+13.6%Year to date+18.9%

1.4%Yield1.2%

+15.6%Past year+22.8%

0.03%Fee0.06%

2–2level

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%

$122BAssets$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