Compare · 4 funds side by side · dividends reinvested

VUG, SVAL, DFAC and IJR

VUGVanguard×SVALiShares×DFACDimensional×IJRiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,580DFAC · best of the four

Story of the four · IncomeMost incomeSVAL · 2.20% · $220 a year on $10k

Story of the four · RiskSmallest drop

VUG, 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%2.20%+25.0%+29.4%+19.6%+7.8%−9.0%15.5%$163M2.0

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+15.4%+20.7%+10.6%−8.5%13.1%$87.7B2.3

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.0%+19.1%+16.7%+5.3%−9.7%16.4%$106B2.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B3.0

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

End-of-day Nov 12, 2026 · returns include dividends · since: VUG 2004 · SVAL 2020 · DFAC 2005 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares US Small Cap Value Factor ETF · $163M$14,574

SVAL

More Ways to See the Pairs

SVAL vs DFAC: Top 5 Holdings

Today

SVAL

4.2%in top 5

DFAC

in top 519.8%

SVALStockDFAC

not top 5AAPL5.9%

not top 5MSFT4.7%

not top 5NVDA4.4%

not top 5AMZN2.7%

not top 5META

Cost, Income and Risk

Fees: VUG, SVAL, DFAC, IJR

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

SVAL0.20%$20

DFAC0.21%$21

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

DFAC

Dimensional - US Core Equity 2 ETF · $87.7B$16,580

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

SVALMeasureDFAC

+25.0%Year to dateJan 1 → Nov 12+14.1%

+29.4%1 yearTotal return+15.4%

+19.6%3 years · per year$10,000 became $17,116 · $17,581+20.7%

+7.8%5 years · per year$10,000 became $14,574 · $16,580+10.6%

0.20%Expense ratio$20 · $21 a year on $10k · lower is better0.21%

2.20%Trailing 12-mo yield$220 · $88 a year on $10k0.88%

−9.0%Worst dropSmaller is better−8.5%

15.5%VolatilityLower is calmer13.1%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.9%

0.9%NSITnot top 5

0.9%MGNInot top 5

0.8%CBRLnot top 5

0.8%IBEXnot top 5

0.8%AZTAnot top 5

Held in common1.8%

End-of-day Nov 12, 2026 · share of each fund

SVAL vs DFAC Returns, Every Period

5Y

iSharesSVAL

+7.8%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

SVALDFACFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

SVAL vs IJR

YTD

iSharesSVAL

+25.0%

IJRiShares

+18.0%

+25.0%Year to date+18.0%

−9.0%Worst drop · 1Y−9.7%

15.5%Volatility · 1Y16.4%

2.2%Yield1.2%

$163MAssets$106B

4–0SVAL wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: VUG, SVAL, DFAC, IJR

1Y

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

IJR1.21%$121

DFAC0.88%$88

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$200most kept, SVAL

SVAL$220 − $20 = $200

IJR$121 − $6 = $115

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: VUG, SVAL, DFAC, IJR

Today

35.8%most shared, VUG and DFAC

VUGSVALDFACIJR

VUG—0.0%35.8%0.0%

SVAL0.0%—1.8%14.8%

DFAC35.8%1.8%—6.4%

IJR0.0%14.8%6.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+29.4%SVAL, at 15.5% volatility

DFACWorst drop−8.5%13.1% vol

SVALWorst drop−9.0%15.5% vol

IJRWorst drop−9.7%16.4% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SVALIJR

+25.0%Year to date+18.0%

2.2%Yield1.2%

+29.4%Past year+19.1%

0.20%Fee0.06%

3–1SVAL wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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VUG, SVAL, DFAC and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four