IJR vs. DFAS
Compare and contrast key facts about iShares Core S&P Small-Cap ETF (IJR) and Dimensional U.S. Small Cap ETF (DFAS).
IJR and DFAS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IJR is a passively managed fund by iShares that tracks the performance of the S&P SmallCap 600 Index. It was launched on May 22, 2000. DFAS is an actively managed fund by Dimensional. It was launched on Jun 14, 2021.
Performance
IJR vs. DFAS - Performance Comparison
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IJR vs. DFAS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IJR iShares Core S&P Small-Cap ETF | 3.60% | 5.89% | 8.63% | 16.06% | -16.20% | 1.60% |
DFAS Dimensional U.S. Small Cap ETF | 2.33% | 8.17% | 10.21% | 17.83% | -13.84% | 4.94% |
Returns By Period
In the year-to-date period, IJR achieves a 3.60% return, which is significantly higher than DFAS's 2.33% return.
IJR
- 1D
- 2.85%
- 1M
- -4.00%
- YTD
- 3.60%
- 6M
- 5.26%
- 1Y
- 20.51%
- 3Y*
- 10.49%
- 5Y*
- 4.08%
- 10Y*
- 9.83%
DFAS
- 1D
- 2.80%
- 1M
- -5.04%
- YTD
- 2.33%
- 6M
- 4.44%
- 1Y
- 20.32%
- 3Y*
- 11.67%
- 5Y*
- —
- 10Y*
- —
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IJR vs. DFAS - Expense Ratio Comparison
IJR has a 0.06% expense ratio, which is lower than DFAS's 0.34% expense ratio.
Return for Risk
IJR vs. DFAS — Risk / Return Rank
IJR
DFAS
IJR vs. DFAS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P Small-Cap ETF (IJR) and Dimensional U.S. Small Cap ETF (DFAS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| IJR | DFAS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.93 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.45 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.19 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 1.45 | -0.03 |
Martin ratioReturn relative to average drawdown | 5.77 | 5.76 | +0.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IJR | DFAS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.93 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.27 | +0.15 |
Correlation
The correlation between IJR and DFAS is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IJR vs. DFAS - Dividend Comparison
IJR's dividend yield for the trailing twelve months is around 1.29%, more than DFAS's 1.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IJR iShares Core S&P Small-Cap ETF | 1.29% | 1.44% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.22% | 1.48% |
DFAS Dimensional U.S. Small Cap ETF | 1.02% | 0.99% | 0.93% | 1.00% | 1.03% | 2.87% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IJR vs. DFAS - Drawdown Comparison
The maximum IJR drawdown since its inception was -58.15%, which is greater than DFAS's maximum drawdown of -26.13%. Use the drawdown chart below to compare losses from any high point for IJR and DFAS.
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Drawdown Indicators
| IJR | DFAS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.15% | -26.13% | -32.02% |
Max Drawdown (1Y)Largest decline over 1 year | -14.85% | -14.08% | -0.77% |
Max Drawdown (5Y)Largest decline over 5 years | -28.02% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -44.36% | — | — |
Current DrawdownCurrent decline from peak | -5.73% | -6.67% | +0.94% |
Average DrawdownAverage peak-to-trough decline | -9.34% | -8.55% | -0.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 3.54% | +0.12% |
Volatility
IJR vs. DFAS - Volatility Comparison
iShares Core S&P Small-Cap ETF (IJR) and Dimensional U.S. Small Cap ETF (DFAS) have volatilities of 6.27% and 6.21%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IJR | DFAS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.27% | 6.21% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 12.98% | 12.67% | +0.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.66% | 21.96% | +0.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.52% | 21.03% | +0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.91% | 21.03% | +1.88% |