Compare · 4 funds side by side · dividends reinvested

SQLV, IWF, DFAC and VUG

SQLVFranklin Templeton×IWFiShares×DFACDimensional×VUGVanguard×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,443DFAC · best of the four

Story of the four · IncomeMost incomeSQLV · 1.03% · $103 a year on $10k

Story of the four · RiskSmallest drop

SQLV, IWF, DFAC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+13.9%+15.1%+20.7%+10.5%−8.5%13.1%$87.6B1.9

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.6%+25.9%+15.8%+6.2%−7.7%16.6%$39M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$118B3.4

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: SQLV 2017 · IWF 2000 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

1Y

Dimensional - US Core Equity 2 ETF · $87.6B$11,511

DFAC

More Ways to See the Pairs

DFAC vs SQLV: Top 5 Holdings

Today

DFAC

19.8%in top 5

SQLV

in top 54.9%

DFACStockSQLV

5.9%AAPLnot top 5

4.7%MSFTnot top 5

4.4%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Cost, Income and Risk

Fees: SQLV, IWF, DFAC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAC0.21%$21

SQLV0.60%$60

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$12,589

$10,000 one year ago, dividends reinvested · they hold 1.9% in common

DFACMeasureSQLV

+13.9%Year to dateJan 1 → Nov 13+22.6%

+15.1%1 yearTotal return+25.9%

+20.7%3 years · per year$10,000 became $17,599 · $15,545+15.8%

+10.5%5 years · per year$10,000 became $16,443 · $13,488+6.2%

0.21%Expense ratio$21 · $60 a year on $10k · lower is better0.60%

0.88%Trailing 12-mo yield$88 · $103 a year on $10k1.03%

−8.5%Worst dropSmaller is better−7.7%

13.1%VolatilityLower is calmer16.6%

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

4–4Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5DXC1.3%

not top 5KD1.0%

not top 5EMBC0.9%

not top 5KSS0.9%

not top 5FHI0.8%

Held in common1.9%

End-of-day Nov 13, 2026 · share of each fund

DFAC vs SQLV Returns, Every Period

5Y

DimensionalDFAC

+10.5%

5 years, per year

SQLVFranklin Templeton

+6.2%

5 years, per year

DFACSQLVFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DFAC vs SQLV

YTD

DimensionalDFAC

+13.9%

SQLVFranklin Templeton

+22.6%

+13.9%Year to date+22.6%

−8.5%Worst drop · 1Y−7.7%

13.1%Volatility · 1Y16.6%

0.9%Yield1.0%

$87.6BAssets$39.3M

3–1SQLV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: SQLV, IWF, DFAC, VUG

1Y

1.03%highest, SQLV

FundTrailing yieldYield$10k

SQLV1.03%$103

DFAC0.88%$88

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$67most kept, DFAC

DFAC$88 − $21 = $67

SQLV$103 − $60 = $43

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SQLV, IWF, DFAC, VUG

Today

77.8%most shared, IWF and VUG

SQLVIWFDFACVUG

SQLV—0.0%1.9%0.0%

IWF0.0%—40.4%77.8%

DFAC1.9%40.4%—35.8%

VUG0.0%77.8%35.8%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+25.9%SQLV, at 16.6% volatility

DFACWorst drop−8.5%13.1% vol

SQLVWorst drop−7.7%16.6% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SQLVDFAC

+22.6%Year to date+13.9%

1.0%Yield0.9%

+25.9%Past year+15.1%

0.60%Fee0.21%

3–1SQLV wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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SQLV, IWF, DFAC and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four