Compare · 2 funds side by side · dividends reinvested

DFAS and SQLT

DFASDimensional×SQLTiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,932DFAS · best of the two

02 / 03

DFAS and SQLT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$33.8B1.1

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$7M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DFAS 1992 · SQLT 2026

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.8B$16,215

DFAS

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M[…]

$10,000 three years ago, dividends reinvested · they hold 37.4% in common

DFASMeasureSQLT

+12.6%Year to dateJan 1 → Nov 5[…]

+17.3%1 yearTotal return[…]

+17.5%3 years · per year$10,000 became $16,215 · […][…]

+6.9%5 years · per year$10,000 became $13,932 · […][…]

0.30%Expense ratio$30 · $20 a year on $10k · lower is better0.20%

1.04%Trailing 12-mo yield$104 · $49 a year on $10k0.49%

−9.4%Worst dropSmaller is better[…]

15.8%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

DFAS vs SQLT: Top 5 Holdings

Today

DFAS

1.4%in top 5

SQLT

in top 54.9%

DFASStockSQLT

not top 5MANH1.1%

not top 5NFG1.1%

not top 5EXEL0.9%

not top 5RGLD0.9%

not top 5MEDP0.9%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%ELANnot top 5

0.2%CCKnot top 5

0.2%AITnot top 5

Held in common37.4%

End-of-day Nov 5, 2026 · share of each fund

DFAS vs SQLT Returns, Every Period

DimensionalDFAS

+17.3%

past year

SQLTiShares

[…]

past year

Returns […]

DFASSQLTFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAS vs SQLT

YTD

DimensionalDFAS

+12.6%

SQLTiShares

[…]

+12.6%Year to date[…]

−9.4%Worst drop · 1Y[…]

15.8%Volatility · 1Y[…]

1.0%Yield0.5%

$33.8BAssets$6.7M

1–0DFAS wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, SQLT

Today

0.20%lowest, SQLT

FundExpense ratioFee$10k

SQLT0.20%$20

DFAS0.30%$30

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAS, SQLT

1.04%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.04%$104

SQLT0.49%$49

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$74most kept, DFAS

DFAS$104 − $30 = $74

SQLT$49 − $20 = $29

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAS, SQLT

Today

37.4%most shared, DFAS and SQLT

DFASSQLT

DFAS—37.4%

SQLT37.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.3%DFAS, at 15.8% volatility

DFASWorst drop−9.4%15.8% vol

SQLTWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026