Compare · 3 funds side by side · dividends reinvested

SQLT, DFAC and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,417DFAC · best of the three

02 / 04

SQLT, DFAC and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$89.2B1.4

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B1.8

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: SQLT 2026 · DFAC 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLT

DFAC

Dimensional - US Core Equity 2 ETF · $89.2B$18,682

$10,000 three years ago, dividends reinvested · they hold 8.5% in common

SQLTMeasureDFAC

[…]Year to dateJan 1 → Nov 4+15.8%

[…]1 yearTotal return+17.7%

[…]3 years · per year$10,000 became […] · $18,682+23.2%

[…]5 years · per year$10,000 became […] · $17,417+11.7%

0.20%Expense ratio$20 · $21 a year on $10k · lower is better0.21%

0.48%Trailing 12-mo yield$48 · $87 a year on $10k0.87%

[…]Worst dropSmaller is better−8.5%

[…]VolatilityLower is calmer12.3%

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

1–1Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SQLT vs DFAC: Top 5 Holdings

Today

SQLT

4.9%in top 5

DFAC

in top 520.1%

SQLTStockDFAC

not top 5AAPL5.6%

not top 5NVDA5.3%

not top 5MSFT4.8%

not top 5AMZN2.6%

not top 5META1.9%

1.1%NFGnot top 5

1.1%MANHnot top 5

0.9%EXELnot top 5

0.9%MEDPnot top 5

0.8%RGLDnot top 5

Held in common8.5%

End-of-day Nov 4, 2026 · share of each fund

SQLT vs DFAC Returns, Every Period

iSharesSQLT

[…]

past year

DFACDimensional

+17.7%

past year

Returns […]

SQLTDFACFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SQLT vs IJH

YTD

iSharesSQLT

[…]

IJHiShares

+13.9%

[…]Year to date+13.9%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y15.0%

0.5%Yield1.2%

$6.9MAssets$125B

1–0IJH wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLT, DFAC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SQLT0.20%$20

DFAC0.21%$21

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SQLT, DFAC, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

DFAC0.87%$87

SQLT0.48%$48

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFAC$87 − $21 = $66

SQLT$48 − $20 = $28

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SQLT, DFAC, IJH

Today

39.2%most shared, SQLT and IJH

SQLTDFACIJH

SQLT—8.5%39.2%

DFAC8.5%—11.5%

IJH39.2%11.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 12.3% volatility

DFACWorst drop−8.5%12.3% vol

IJHWorst drop−8.8%15.0% vol

SQLTWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IJHDFAC

+13.9%Year to date+15.8%

1.2%Yield0.9%

+16.4%Past year+17.7%

0.05%Fee0.21%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026