Compare · 3 funds side by side · dividends reinvested

SQLV, DFAS and IJR

SQLVFranklin Templeton×DFASDimensional×IJRiShares×

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 incomeIJR · 1.21% · $121 a year on $10k

Story of the three · RiskSmallest drop

SQLV, DFAS and IJR, 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 Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.5%+21.3%+16.2%+5.7%−9.7%16.3%$106B2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.6%+16.5%+6.9%−9.4%15.9%$33.6B2.1

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 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

1Y

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

SQLV

DFAS

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

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

SQLV

More Ways to See the Pairs

SQLV vs DFAS: Top 5 Holdings

Today

SQLV

4.8%in top 5

DFAS

in top 51.3%

SQLVStockDFAS

1.2%DXCnot top 5

1.0%KDnot top 5

0.9%EMBCnot top 5

0.9%HRBnot top 5

0.9%KSSnot top 5

Cost, Income and Risk

Fees: SQLV, DFAS, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

DFAS0.30%$30

SQLV0.60%$60

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

Yields: SQLV, DFAS, IJR

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

DFAS

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

+28.9%1 yearTotal return+19.6%

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

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

0.60%Expense ratio$60 · $30 a year on $10k · lower is better0.30%

1.02%Trailing 12-mo yield$102 · $101 a year on $10k1.01%

−7.7%Worst dropSmaller is better−9.4%

16.6%VolatilityLower is calmer15.9%

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

5–3SQLV wins

End-of-day Nov 10, 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 5CCK0.2%

not top 5AIT0.2%

Held in common10.1%

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

SQLV vs DFAS Returns, Every Period

5Y

Franklin TempletonSQLV

+7.1%

5 years, per year

DFASDimensional

+6.9%

5 years, per year

SQLVDFASFaded: behind in that period

3–1SQLV wins

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

SQLV vs IJR

YTD

Franklin TempletonSQLV

+23.5%

IJRiShares

+18.5%

+23.5%Year to date+18.5%

−7.7%Worst drop · 1Y−9.7%

16.6%Volatility · 1Y16.3%

1.0%Yield1.2%

$39.6MAssets$106B

2–2level

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

1Y

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

SQLV1.02%$102

DFAS1.01%$101

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

Income After Fees on $10,000

1Y

$115most kept, IJR

IJR$121 − $6 = $115

DFAS$101 − $30 = $71

SQLV$102 − $60 = $42

KeptFee

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

Overlap: SQLV, DFAS, IJR

Today

34.5%most shared, DFAS and IJR

SQLVDFASIJR

SQLV—10.1%15.1%

DFAS10.1%—34.5%

IJR15.1%34.5%—

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

DFASWorst drop−9.4%15.9% vol

IJRWorst drop−9.7%16.3% 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

IJRSQLV

+18.5%Year to date+23.5%

1.2%Yield1.0%

+21.3%Past year+28.9%

0.06%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 IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three