Compare · 3 funds side by side · dividends reinvested

SQLV, DFAS and IJH

SQLVFranklin Templeton×DFASDimensional×IJHiShares×
$7.5k$10k$12.5k$15kLow $8,389 · 2022SQLV$14,141DFAS$13,927IJH$13,830Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,141SQLV · best of the three
02 / 04

SQLV, DFAS and IJH, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.04%+21.1%+25.3%+16.2%+7.2%−7.7%16.5%$39M1.9
iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.0
Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.7B2.1
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 6, 2026 · returns include dividends · since: SQLV 2017 · DFAS 1992 · IJH 2000
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Head to Head

3Y
Dimensional - US Small Cap ETF · $33.7B$16,130
DFAS
SQLV
Royce Quant Small-Cap Quality Value ETF · $39M$15,694

$10,000 three years ago, dividends reinvested · they hold 10.3% in common

DFASMeasureSQLV
+12.7%Year to dateJan 1 → Nov 6+21.1%
+15.9%1 yearTotal return+25.3%
+17.3%3 years · per year$10,000 became $16,130 · $15,694+16.2%
+6.8%5 years · per year$10,000 became $13,927 · $14,141+7.2%
0.30%Expense ratio$30 · $60 a year on $10k · lower is better0.60%
1.03%Trailing 12-mo yield$103 · $104 a year on $10k1.04%
−9.4%Worst dropSmaller is better−7.7%
15.7%VolatilityLower is calmer16.5%
DFASSQLV Winner of the row, in its colourEach row: the bigger of the two fills its side
3–5SQLV wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

DFAS vs SQLV: Top 5 Holdings

Today
1.3%in top 5
SQLV
in top 54.8%
DFASStockSQLV
not top 5DXC1.2%
not top 5KD1.0%
not top 5KSS0.9%
not top 5EMBC0.9%
not top 5HRB0.9%
0.3%SWKSnot top 5
0.3%CCKnot top 5
0.3%SJMnot top 5
0.3%BJnot top 5
0.2%UMBFnot top 5
Held in common10.3%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

DFAS vs SQLV Returns, Every Period

5Y
DimensionalDFAS
+6.8%
5 years, per year
SQLVFranklin Templeton
+7.2%
5 years, per year
0%+10%+20%+30%+12.7%+21.1%YTD+15.9%+25.3%1 year+17.3%+16.2%3 yrs · yr+6.8%+7.2%5 yrs · yr
DFASSQLVFaded: behind in that period
1–3SQLV wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

DFAS vs IJH

YTD
DimensionalDFAS
+12.7%
IJHiShares
+9.5%
Jan 1Nov 6+12.7%+9.5%
+12.7%Year to date+9.5%
−9.4%Worst drop · 1Y−8.8%
15.7%Volatility · 1Y15.5%
1.0%Yield1.3%
$33.7BAssets$121B
3–1IJH wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: SQLV, DFAS, IJH

Today
0.05%lowest, IJH
FundExpense ratioFee$10k
IJH0.05%$5
DFAS0.30%$30
SQLV0.60%$60
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: SQLV, DFAS, IJH

1Y
1.25%highest, IJH
FundTrailing yieldYield$10k
IJH1.25%$125
SQLV1.04%$104
DFAS1.03%$103
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$120most kept, IJH
IJH$125 − $5 = $120
DFAS$103 − $30 = $73
SQLV$104 − $60 = $44
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: SQLV, DFAS, IJH

Today
40.7%most shared, DFAS and IJH
SQLVDFASIJH
SQLV—10.3%2.7%
DFAS10.3%—40.7%
IJH2.7%40.7%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+25.3%SQLV, at 16.5% volatility
0%+10%+20%+30%10%15%20%Volatility · 1 year → bumpierSQLV +25.3%DFAS +15.9%IJH +12.9%
IJHWorst drop−8.8%15.5% vol
DFASWorst drop−9.4%15.7% vol
SQLVWorst drop−7.7%16.5% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
IJHSQLV
Jan 1Nov 6+9.5%+21.1%
+9.5%Year to date+21.1%
1.3%Yield1.0%
+12.9%Past year+25.3%
0.05%Fee0.60%
2–2level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$42.6BAssets$46.8B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+8.8%
SPYSPDR
+8.7%
Jan 1Nov 6+8.8%+8.7%
+8.8%Year to date+8.7%
1.1%Yield1.0%
$182BAssets$819B
2–0SPYM wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com