Compare · 3 funds side by side · dividends reinvested

SQLV, DFAS and IJH

SQLVFranklin Templeton×DFASDimensional×IJHiShares×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,078SQLV · best of the three

Story of the three · IncomeMost incomeIJH · 1.22% · $122 a year on $10k

Story of the three · RiskSmallest drop

SQLV, DFAS and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.5%+28.9%+15.2%+7.1%−7.7%16.6%$40M1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+16.0%+6.9%−8.8%15.7%$124B1.9

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.6%+16.5%+6.9%−9.4%15.9%$33.6B2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: SQLV 2017 · DFAS 1992 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

1Y

Dimensional - US Small Cap ETF · $33.6B$11,957

DFAS

SQLV

Royce Quant Small-Cap Quality Value ETF · $40M$12,891

$10,000 one year ago, dividends reinvested · they hold 10.1% in common

DFAS

More Ways to See the Pairs

DFAS vs SQLV: Top 5 Holdings

Today

DFAS

1.3%in top 5

SQLV

in top 54.8%

DFASStockSQLV

not top 5DXC1.2%

not top 5KD1.0%

not top 5EMBC0.9%

not top 5HRB0.9%

not top 5KSS0.9%

Cost, Income and Risk

Fees: SQLV, DFAS, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAS0.30%$30

SQLV0.60%$60

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

Yields: SQLV, DFAS, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

SQLV

+15.7%Year to dateJan 1 → Nov 10+23.5%

+19.6%1 yearTotal return+28.9%

+16.5%3 years · per year$10,000 became $15,805 · $15,277+15.2%

+6.9%5 years · per year$10,000 became $13,953 · $14,078+7.1%

0.30%Expense ratio$30 · $60 a year on $10k · lower is better0.60%

1.01%Trailing 12-mo yield$101 · $102 a year on $10k1.02%

−9.4%Worst dropSmaller is better−7.7%

15.9%VolatilityLower is calmer16.6%

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

3–5SQLV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%MOG-Anot top 5

0.2%CCKnot top 5

0.2%AITnot top 5

Held in common10.1%

End-of-day Nov 10, 2026 · share of each fund

DFAS vs SQLV Returns, Every Period

5Y

DimensionalDFAS

+6.9%

5 years, per year

SQLVFranklin Templeton

+7.1%

5 years, per year

DFASSQLVFaded: behind in that period

1–3SQLV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

DFAS vs IJH

YTD

DimensionalDFAS

+15.7%

IJHiShares

+13.2%

+15.7%Year to date+13.2%

−9.4%Worst drop · 1Y−8.8%

15.9%Volatility · 1Y15.7%

1.0%Yield1.2%

$33.6BAssets$124B

3–1IJH wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

SQLV1.02%$102

DFAS1.01%$101

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

DFAS$101 − $30 = $71

SQLV$102 − $60 = $42

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SQLV, DFAS, IJH

Today

40.7%most shared, DFAS and IJH

SQLVDFASIJH

SQLV—10.1%2.7%

DFAS10.1%—40.7%

IJH2.7%40.7%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+28.9%SQLV, at 16.6% volatility

IJHWorst drop−8.8%15.7% vol

DFASWorst drop−9.4%15.9% vol

SQLVWorst drop−7.7%16.6% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IJHSQLV

+13.2%Year to date+23.5%

1.2%Yield1.0%

+15.7%Past year+28.9%

0.05%Fee0.60%

2–2level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

Loading…

SQLV, DFAS and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three