Compare · 3 funds side by side · dividends reinvested

XJR, DFAS and VUG

XJRiShares×DFASDimensional×VUGVanguard×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,151VUG · best of the three

Story of the three · IncomeMost incomeDFAS · 1.01% · $101 a year on $10k

Story of the three · RiskSmallest drop

XJR, DFAS and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.2%+17.7%+16.9%+6.4%−9.4%16.0%$33.5B1.8

iShares ESG Select Screened S&P Small-Cap ETFUS Stock Styles · Small cap0.12%0.94%+17.6%+19.2%+16.6%+5.0%−10.2%17.0%$214M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: XJR 2020 · DFAS 1992 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares ESG Select Screened S&P Small-Cap ETF · $214M$12,499

XJR

DFAS

Dimensional - US Small Cap ETF · $33.5B$13,429

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

XJR

More Ways to See the Pairs

XJR vs DFAS: Top 5 Holdings

Today

XJR

3.1%in top 5

DFAS

in top 51.4%

XJRStockDFAS

0.7%VSATnot top 5

0.6%MTCHnot top 5

0.6%RHPnot top 5

0.6%PAYCnot top 5

0.6%TGTXnot top 5

Cost, Income and Risk

Fees: XJR, DFAS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

XJR0.12%$12

DFAS0.30%$30

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: XJR, DFAS, VUG

Popular Pairs Near These Three

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 13, 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%

Measure

DFAS

+17.6%Year to dateJan 1 → Nov 13+15.2%

+19.2%1 yearTotal return+17.7%

+16.6%3 years · per year$10,000 became $15,847 · $15,968+16.9%

+5.0%5 years · per year$10,000 became $12,775 · $13,661+6.4%

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

0.94%Trailing 12-mo yield$94 · $101 a year on $10k1.01%

−10.2%Worst dropSmaller is better−9.4%

17.0%VolatilityLower is calmer16.0%

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

3–5DFAS wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5MOG-A0.3%

not top 5AMG0.3%

not top 5AIT0.2%

Held in common30.8%

End-of-day Nov 13, 2026 · share of each fund

XJR vs DFAS Returns, Every Period

5Y

iSharesXJR

+5.0%

5 years, per year

DFASDimensional

+6.4%

5 years, per year

XJRDFASFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

XJR vs DFAS

YTD

iSharesXJR

+17.6%

DFASDimensional

+15.2%

+17.6%Year to date+15.2%

−10.2%Worst drop · 1Y−9.4%

17.0%Volatility · 1Y16.0%

0.9%Yield1.0%

$214MAssets$33.5B

3–1DFAS wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.01%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.01%$101

XJR0.94%$94

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$82most kept, XJR

XJR$94 − $12 = $82

DFAS$101 − $30 = $71

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: XJR, DFAS, VUG

Today

30.8%most shared, XJR and DFAS

XJRDFASVUG

XJR—30.8%0.0%

DFAS30.8%—0.0%

VUG0.0%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.2%XJR, at 17.0% volatility

DFASWorst drop−9.4%16.0% vol

XJRWorst drop−10.2%17.0% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

DFASXJR

+15.2%Year to date+17.6%

1.0%Yield0.9%

+17.7%Past year+19.2%

0.30%Fee0.12%

3–1XJR wins

End-of-day Nov 13, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Loading…

XJR, DFAS and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three