Compare · 3 funds side by side · dividends reinvested

SQLV, IJR and DFAC

SQLVFranklin Templeton×IJRiShares×DFACDimensional×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,748DFAC · best of the three

Story of the three · IncomeMost incomeIJR · 1.20% · $120 a year on $10k

Story of the three · RiskSmallest drop

SQLV, IJR and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.9%+28.0%+15.7%+6.6%−7.7%16.6%$40M2.0

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.4%+21.0%+16.9%+5.5%−9.7%16.3%$106B2.0

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+14.9%+16.5%+21.0%+10.9%−8.5%13.0%$87.4B2.0

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

End-of-day Nov 11, 2026 · returns include dividends · since: SQLV 2017 · IJR 2000 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

3Y

Royce Quant Small-Cap Quality Value ETF · $40M$15,474

SQLV

IJR

iShares Core S&P Small-Cap ETF · $106B$15,982

$10,000 three years ago, dividends reinvested · they hold 15.1% in common

SQLV

More Ways to See the Pairs

SQLV vs IJR: Top 5 Holdings

Today

SQLV

4.9%in top 5

IJR

in top 52.7%

SQLVStockIJR

1.3%DXCnot top 5

1.0%KDnot top 5

0.9%KSSnot top 5

0.9%EMBCnot top 5

0.8%FHInot top 5

Cost, Income and Risk

Fees: SQLV, IJR, DFAC

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

DFAC0.21%$21

SQLV0.60%$60

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SQLV, IJR, DFAC

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

IJR

+23.9%Year to dateJan 1 → Nov 11+19.4%

+28.0%1 yearTotal return+21.0%

+15.7%3 years · per year$10,000 became $15,474 · $15,982+16.9%

+6.6%5 years · per year$10,000 became $13,771 · $13,039+5.5%

0.60%Expense ratio$60 · $6 a year on $10k · lower is better0.06%

1.02%Trailing 12-mo yield$102 · $120 a year on $10k1.20%

−7.7%Worst dropSmaller is better−9.7%

16.6%VolatilityLower is calmer16.3%

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

4–4Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5VSAT0.6%

not top 5RHP0.5%

not top 5MTCH0.5%

not top 5PAYC0.5%

not top 5TGTX0.5%

Held in common15.1%

End-of-day Nov 11, 2026 · share of each fund

SQLV vs IJR Returns, Every Period

5Y

Franklin TempletonSQLV

+6.6%

5 years, per year

IJRiShares

+5.5%

5 years, per year

SQLVIJRFaded: behind in that period

3–1SQLV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

SQLV vs IJR

YTD

Franklin TempletonSQLV

+23.9%

IJRiShares

+19.4%

+23.9%Year to date+19.4%

−7.7%Worst drop · 1Y−9.7%

16.6%Volatility · 1Y16.3%

1.0%Yield1.2%

$39.6MAssets$106B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

SQLV1.02%$102

DFAC0.87%$87

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$114most kept, IJR

IJR$120 − $6 = $114

DFAC$87 − $21 = $66

SQLV$102 − $60 = $42

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SQLV, IJR, DFAC

Today

15.1%most shared, SQLV and IJR

SQLVIJRDFAC

SQLV—15.1%1.9%

IJR15.1%—6.4%

DFAC1.9%6.4%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+28.0%SQLV, at 16.6% volatility

DFACWorst drop−8.5%13.0% vol

IJRWorst drop−9.7%16.3% vol

SQLVWorst drop−7.7%16.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IJRSQLV

+19.4%Year to date+23.9%

1.2%Yield1.0%

+21.0%Past year+28.0%

0.06%Fee0.60%

2–2level

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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SQLV, IJR and DFAC

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three