Which returned more over the last year, DFUS or IJR?

In the year to Sep 12, 2026, with distributions reinvested, DFUS returned +17.5% and IJR returned +19.9%, so IJR returned more. One year is one year; the longer windows are in the table.

Which is cheaper, DFUS or IJR?

DFUS charges 0.09% a year and IJR charges 0.06%, so IJR is cheaper. Fees come from each fund's prospectus.

How much do DFUS and IJR overlap with the S&P 500?

By their latest filed holdings, 90% of DFUS and 0% of IJR by weight is stocks the S&P 500 already holds. Between the two funds, 2% of their books are the same securities at the same weight.

Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

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DFUS vs IJR: how they differ

DFUS and IJR hold 2% of their weight in the same names, and IJR returned more over the year.

Dimensional U.S. Equity Market ETF and iShares Core S&P Small-Cap ETF.

What they hold in common

By the books each fund has filed, DFUS and IJR hold 2% of their money in the same securities at the same weight.

Positions DFUS and IJR both hold, largest shared weight first
Holding	DFUS	IJR
ELEMENT SOLUTIONS INC	0.01%	0.61%
FORMFACTOR, INC.	0.01%	0.69%
PRIMORIS SERVICES CORPORATION	0.01%	0.30%
ARGAN, INC.	0.01%	0.62%
BRIGHTSPRING HEALTH SERVICES, INC.	0.01%	0.61%
EASTMAN CHEMICAL COMPANY	0.01%	0.42%
ESCO TECHNOLOGIES INC.	0.01%	0.50%
POWELL INDUSTRIES, INC.	0.01%	0.45%
EVERUS CONSTRUCTION GROUP, INC.	0.01%	0.47%
FEDERAL SIGNAL CORPORATION	0.01%	0.43%
JACKSON FINANCIAL INC.	0.01%	0.16%
LUMEN TECHNOLOGIES, INC.	0.01%	0.33%

Largest positions each one holds and the other does not
Only in DFUS	Only in IJR
NVIDIA CORPORATION 6.97%	ALKERMES PLC 0.48%
APPLE INC. 5.86%	RYMAN HOSPITALITY PROPERTIES INC 0.45%
MICROSOFT CORPORATION 4.52%	JBT MAREL CORP 0.42%
AMAZON.COM, INC. 3.84%	MADISON SQUARE GARDEN SPORTS CORP 0.40%
ALPHABET INC. 3.31%	MACERICH COMPANY (THE) 0.40%
BROADCOM INC. 2.90%	GATES INDUSTRIAL CORP PLC 0.39%
ALPHABET INC. 2.74%	TERRENO REALTY CORP 0.38%
META PLATFORMS, INC. 2.01%	ESSENTIAL PROPERTIES REALTY TRUST INC 0.36%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and Jun 30, 2026.

DFUS and IJR on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	DFUS Dimensional U.S. Equity Market ETF	IJR iShares Core S&P Small-Cap ETF
Where it sits	Core index fund	Core index fund
Issuer	Dimensional	iShares
What it is	U.S. Equity Market	S&P SmallCap 600
Total return, 1 year	+17.5%	+19.9%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	0.0 pts	+2.4 pts
Expense ratio	0.09%	0.06%
Already in the S&P 500	90.2%	0.0%
Holdings	2231	603

DFUS in plain words

DFUS is an index equity fund tracking the U.S. Equity Market. Over the year to Sep 11, 2026 it returned +17.5% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.09% a year. By its holdings filed for Apr 30, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 2231 positions, with the top ten at 35.2%.

IJR in plain words

IJR is an index equity fund tracking the S&P SmallCap 600. Over the year to Sep 11, 2026 it returned +19.9% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.06% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 603 positions, with the top ten at 6.0%. It sat 5.5% below its high of Aug 14, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, DFUS or IJR?: In the year to Sep 12, 2026, with distributions reinvested, DFUS returned +17.5% and IJR returned +19.9%, so IJR returned more. One year is one year; the longer windows are in the table.
Which is cheaper, DFUS or IJR?: DFUS charges 0.09% a year and IJR charges 0.06%, so IJR is cheaper. Fees come from each fund's prospectus.
How much do DFUS and IJR overlap with the S&P 500?: By their latest filed holdings, 90% of DFUS and 0% of IJR by weight is stocks the S&P 500 already holds. Between the two funds, 2% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

DFUS against IJR, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, DFUS against IJR, data as of Sep 12, 2026. https://etfiq.com/compare/any/DFUS-IJR Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources