Compare · 3 funds side by side · dividends reinvested

DFAS, SQLT and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,049IJH · best of the three

02 / 04

DFAS, SQLT and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$121B1.4

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$33.7B1.8

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 9, 2026 · returns include dividends · since: DFAS 1992 · SQLT 2026 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

YTD

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

SQLT

DFAS

Dimensional - US Small Cap ETF · $33.7B$11,611

$10,000 since Jan 1, dividends reinvested · they hold 37.2% in common

SQLTMeasureDFAS

[…]Year to dateJan 1 → Nov 9+16.1%

[…]1 yearTotal return+20.9%

[…]3 years · per year$10,000 became […] · $16,239+17.5%

[…]5 years · per year$10,000 became […] · $14,033+7.0%

0.20%Expense ratio$20 · $30 a year on $10k · lower is better0.30%

0.48%Trailing 12-mo yield$48 · $100 a year on $10k1.00%

[…]Worst dropSmaller is better−9.4%

[…]VolatilityLower is calmer15.9%

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

1–1Level

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

More Ways to See the Pairs

SQLT vs DFAS: Top 5 Holdings

Today

SQLT

5.0%in top 5

DFAS

in top 51.3%

SQLTStockDFAS

1.1%MANHnot top 5

1.1%NFGnot top 5

1.0%RGLDnot top 5

0.9%EXELnot top 5

0.9%MEDPnot top 5

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5CCK0.3%

not top 5MOG-A0.2%

not top 5SJM0.2%

Held in common37.2%

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

SQLT vs DFAS Returns, Every Period

iSharesSQLT

[…]

past year

DFASDimensional

+20.9%

past year

Returns […]

SQLTDFASFaded: behind in that period

0–0Level

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

SQLT vs IJH

YTD

iSharesSQLT

[…]

IJHiShares

+13.6%

[…]Year to date+13.6%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y15.8%

0.5%Yield1.2%

$6.7MAssets$121B

1–0IJH wins

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

Cost, Income and Risk

Fees: DFAS, SQLT, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SQLT0.20%$20

DFAS0.30%$30

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

Yields: DFAS, SQLT, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

DFAS1.00%$100

SQLT0.48%$48

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFAS$100 − $30 = $70

SQLT$48 − $20 = $28

KeptFee

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

Overlap: DFAS, SQLT, IJH

Today

40.7%most shared, DFAS and IJH

DFASSQLTIJH

DFAS—37.2%40.7%

SQLT37.2%—39.1%

IJH40.7%39.1%—

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

Return vs Bumpiness: 3 ETFs

+20.9%DFAS, at 15.9% volatility

IJHWorst drop−8.8%15.8% vol

DFASWorst drop−9.4%15.9% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

IJHDFAS

+13.6%Year to date+16.1%

1.2%Yield1.0%

+17.5%Past year+20.9%

0.05%Fee0.30%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026