Compare · 4 funds side by side · dividends reinvested

VO, SVAL, DFAC and IJR

VOVanguard×SVALiShares×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, SVAL, DFAC and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.25%+22.4%+27.6%+20.1%+8.2%−9.0%15.4%$158M2.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.4

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%$85.6B2.5

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%$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 6, 2026 · returns include dividends · since: VO 2004 · SVAL 2020 · DFAC 2005 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

SVAL

iShares US Small Cap Value Factor ETF · $158M$14,844

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

VOMeasureSVAL

+10.6%Year to dateJan 1 → Nov 6+22.4%

+11.6%1 yearTotal return+27.6%

+18.6%3 years · per year$10,000 became $16,701 · $17,331+20.1%

+6.3%5 years · per year$10,000 became $13,590 · $14,844+8.2%

0.03%Expense ratio$3 · $20 a year on $10k · lower is better0.20%

1.39%Trailing 12-mo yield$139 · $225 a year on $10k2.25%

−8.2%Worst dropSmaller is better−9.0%

12.9%VolatilityLower is calmer15.4%

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

3–5SVAL wins

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

More Ways to See the Pairs

VO vs SVAL: Top 5 Holdings

Today

5.3%in top 5

SVAL

in top 54.2%

VOStockSVAL

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

not top 5AMN0.9%

not top 5CBRL0.9%

not top 5MGNI0.9%

not top 5NSIT0.8%

not top 5FIVN0.8%

Held in common0.0%

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

VO vs SVAL Returns, Every Period

VanguardVO

+6.3%

5 years, per year

SVALiShares

+8.2%

5 years, per year

VOSVALFaded: behind in that period

0–4SVAL wins

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

VO vs SVAL

YTD

VanguardVO

+10.6%

SVALiShares

+22.4%

+10.6%Year to date+22.4%

−8.2%Worst drop · 1Y−9.0%

12.9%Volatility · 1Y15.4%

1.4%Yield2.2%

$103BAssets$158M

2–2level

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

Cost, Income and Risk

Fees: VO, SVAL, DFAC, IJR

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

SVAL0.20%$20

DFAC0.21%$21

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

Yields: VO, SVAL, DFAC, IJR

2.25%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.25%$225

VO1.39%$139

IJR1.24%$124

DFAC0.90%$90

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

Income After Fees on $10,000

$205most kept, SVAL

SVAL$225 − $20 = $205

VO$139 − $3 = $136

IJR$124 − $6 = $118

DFAC$90 − $21 = $69

KeptFee

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

Overlap: VO, SVAL, DFAC, IJR

Today

19.7%most shared, VO and DFAC

VOSVALDFACIJR

VO—0.0%19.7%0.0%

SVAL0.0%—1.8%14.7%

DFAC19.7%1.8%—6.4%

IJR0.0%14.7%6.4%—

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

Return vs Bumpiness: 4 ETFs

+27.6%SVAL, at 15.4% volatility

VOWorst drop−8.2%12.9% vol

DFACWorst drop−8.5%12.9% vol

SVALWorst drop−9.0%15.4% vol

IJRWorst drop−9.7%16.2% vol

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

Paid More vs Made More

YTD

SVALIJR

+22.4%Year to date+15.5%

2.2%Yield1.2%

+27.6%Past year+17.6%

0.20%Fee0.06%

3–1SVAL wins

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