Compare · 2 funds side by side · dividends reinvested

XJR and DFAS

XJRiShares×DFASDimensional×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,758DFAS · best of the two

02 / 04

XJR and DFAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares ESG Select Screened S&P Small-Cap ETFUS Stock Styles · Small cap0.12%0.92%+19.9%+22.6%+19.4%+6.7%−10.2%16.5%$218M1.5

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$35.2B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: XJR 2020 · DFAS 1992

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Select Screened S&P Small-Cap ETF · $218M$13,844

XJR

DFAS

Dimensional - US Small Cap ETF · $35.2B$14,758

$10,000 five years ago, dividends reinvested · they hold 30.6% in common

XJRMeasureDFAS

+19.9%Year to dateJan 1 → Nov 4+17.0%

+22.6%1 yearTotal return+20.4%

+19.4%3 years · per year$10,000 became $17,021 · $16,976+19.3%

+6.7%5 years · per year$10,000 became $13,844 · $14,758+8.1%

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

0.92%Trailing 12-mo yield$92 · $100 a year on $10k1.00%

−10.2%Worst dropSmaller is better−9.4%

16.5%VolatilityLower is calmer15.3%

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

4–4Level

End-of-day Nov 4, 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

3.1%in top 5

DFAS

in top 51.4%

XJRStockDFAS

0.7%VSATnot top 5

0.7%PAYCnot top 5

0.6%RHPnot top 5

0.6%PTGXnot top 5

0.6%MTCHnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5MOG-A0.3%

not top 5WCC0.3%

not top 5AIT0.3%

Held in common30.6%

End-of-day Nov 4, 2026 · share of each fund

XJR vs DFAS Returns, Every Period

iSharesXJR

+6.7%

5 years, per year

DFASDimensional

+8.1%

5 years, per year

XJRDFASFaded: behind in that period

3–1XJR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

XJR vs DFAS

YTD

iSharesXJR

+19.9%

DFASDimensional

+17.0%

+19.9%Year to date+17.0%

−10.2%Worst drop · 1Y−9.4%

16.5%Volatility · 1Y15.3%

0.9%Yield1.0%

$218MAssets$35.2B

3–1DFAS wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XJR, DFAS

Today

0.12%lowest, XJR

FundExpense ratioFee$10k

XJR0.12%$12

DFAS0.30%$30

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: XJR, DFAS

1.00%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.00%$100

XJR0.92%$92

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$80most kept, XJR

XJR$92 − $12 = $80

DFAS$100 − $30 = $70

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: XJR, DFAS

Today

30.6%most shared, XJR and DFAS

XJRDFAS

XJR—30.6%

DFAS30.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.6%XJR, at 16.5% volatility

DFASWorst drop−9.4%15.3% vol

XJRWorst drop−10.2%16.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFASXJR

+17.0%Year to date+19.9%

1.0%Yield0.9%

+20.4%Past year+22.6%

0.30%Fee0.12%

3–1XJR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026