Compare · 4 funds side by side · dividends reinvested

SQLV, DFAC, IJR and VTV

SQLVFranklin Templeton×DFACDimensional×IJRiShares×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,865VTV · best of the four

02 / 04

SQLV, DFAC, IJR and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.4

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.7%+29.4%+16.2%+7.1%−7.7%16.6%$40M2.8

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$87.7B2.9

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$107B3.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: SQLV 2017 · DFAC 2005 · IJR 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $40M$15,678

SQLV

DFAC

Dimensional - US Core Equity 2 ETF · $87.7B$17,787

$10,000 three years ago, dividends reinvested · they hold 1.9% in common

SQLVMeasureDFAC

+23.7%Year to dateJan 1 → Nov 9+14.1%

+29.4%1 yearTotal return+17.7%

+16.2%3 years · per year$10,000 became $15,678 · $17,787+21.2%

+7.1%5 years · per year$10,000 became $14,089 · $16,820+11.0%

0.60%Expense ratio$60 · $21 a year on $10k · lower is better0.21%

1.02%Trailing 12-mo yield$102 · $88 a year on $10k0.88%

−7.7%Worst dropSmaller is better−8.5%

16.6%VolatilityLower is calmer13.1%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SQLV vs DFAC: Top 5 Holdings

Today

SQLV

4.9%in top 5

DFAC

in top 520.4%

SQLVStockDFAC

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.9%

not top 5AMZN2.7%

not top 5META1.9%

1.3%DXCnot top 5

1.0%KDnot top 5

0.9%HRBnot top 5

0.9%EMBCnot top 5

0.9%KSSnot top 5

Held in common1.9%

End-of-day Nov 9, 2026 · share of each fund

SQLV vs DFAC Returns, Every Period

Franklin TempletonSQLV

+7.1%

5 years, per year

DFACDimensional

+11.0%

5 years, per year

SQLVDFACFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SQLV vs VTV

YTD

Franklin TempletonSQLV

+23.7%

VTVVanguard

+20.9%

+23.7%Year to date+20.9%

−7.7%Worst drop · 1Y−6.4%

16.6%Volatility · 1Y10.8%

1.0%Yield1.8%

$39.8MAssets$184B

3–1VTV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, DFAC, IJR, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJR0.06%$6

DFAC0.21%$21

SQLV0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SQLV, DFAC, IJR, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

IJR1.21%$121

SQLV1.02%$102

DFAC0.88%$88

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IJR$121 − $6 = $115

DFAC$88 − $21 = $67

SQLV$102 − $60 = $42

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SQLV, DFAC, IJR, VTV

Today

37.8%most shared, DFAC and VTV

SQLVDFACIJRVTV

SQLV—1.9%15.2%0.0%

DFAC1.9%—6.4%37.8%

IJR15.2%6.4%—0.0%

VTV0.0%37.8%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+29.4%SQLV, at 16.6% volatility

VTVWorst drop−6.4%10.8% vol

DFACWorst drop−8.5%13.1% vol

IJRWorst drop−9.7%16.4% vol

SQLVWorst drop−7.7%16.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSQLV

+20.9%Year to date+23.7%

1.8%Yield1.0%

+25.4%Past year+29.4%

0.03%Fee0.60%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026