Compare · 3 funds side by side · dividends reinvested

XJR, DFAS and IWF

XJRiShares×DFASDimensional×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three

02 / 04

XJR, DFAS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares ESG Select Screened S&P Small-Cap ETFUS Stock Styles · Small cap0.12%0.95%+15.5%+19.1%+17.6%+5.5%−10.2%16.9%$218M1.8

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$35.2B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: XJR 2020 · DFAS 1992 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Select Screened S&P Small-Cap ETF · $218M$13,086

XJR

DFAS

Dimensional - US Small Cap ETF · $35.2B$13,932

$10,000 five years ago, dividends reinvested · they hold 30.8% in common

XJRMeasureDFAS

+15.5%Year to dateJan 1 → Nov 5+12.6%

+19.1%1 yearTotal return+17.3%

+17.6%3 years · per year$10,000 became $16,248 · $16,215+17.5%

+5.5%5 years · per year$10,000 became $13,086 · $13,932+6.9%

0.12%Expense ratio$12 · $30 a year on $10k · lower is better0.30%

0.95%Trailing 12-mo yield$95 · $104 a year on $10k1.04%

−10.2%Worst dropSmaller is better−9.4%

16.9%VolatilityLower is calmer15.8%

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

4–4Level

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

More Ways to See the Pairs

XJR vs DFAS: Top 5 Holdings

Today

XJR

3.0%in top 5

DFAS

in top 51.4%

XJRStockDFAS

0.7%PAYCnot top 5

0.6%RHPnot top 5

0.6%PTGXnot top 5

0.6%MTCHnot top 5

0.6%VSATnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5ELAN0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common30.8%

End-of-day Nov 5, 2026 · share of each fund

XJR vs DFAS Returns, Every Period

iSharesXJR

+5.5%

5 years, per year

DFASDimensional

+6.9%

5 years, per year

XJRDFASFaded: behind in that period

3–1XJR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

XJR vs DFAS

YTD

iSharesXJR

+15.5%

DFASDimensional

+12.6%

+15.5%Year to date+12.6%

−10.2%Worst drop · 1Y−9.4%

16.9%Volatility · 1Y15.8%

1.0%Yield1.0%

$218MAssets$35.2B

2–1DFAS wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XJR, DFAS, IWF

Today

0.12%lowest, XJR

FundExpense ratioFee$10k

XJR0.12%$12

IWF0.18%$18

DFAS0.30%$30

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: XJR, DFAS, IWF

1.04%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.04%$104

XJR0.95%$95

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$83most kept, XJR

XJR$95 − $12 = $83

DFAS$104 − $30 = $74

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: XJR, DFAS, IWF

Today

30.8%most shared, XJR and DFAS

XJRDFASIWF

XJR—30.8%0.0%

DFAS30.8%—1.4%

IWF0.0%1.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.1%XJR, at 16.9% volatility

DFASWorst drop−9.4%15.8% vol

XJRWorst drop−10.2%16.9% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFASXJR

+12.6%Year to date+15.5%

1.0%Yield1.0%

+17.3%Past year+19.1%

0.30%Fee0.12%

3–0XJR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026