Compare · 3 funds side by side · dividends reinvested

SQLT, VTV and DFAC

SQLTiShares×VTVVanguard×DFACDimensional×

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

02 / 04

SQLT, VTV and DFAC, 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%$184B1.1

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%$87.7B2.0

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: SQLT 2026 · VTV 2004 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

YTD

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

SQLT

VTV

Vanguard Morningstar Value ETF · $184B$12,086

$10,000 since Jan 1, dividends reinvested · they hold 0.0% in common

SQLTMeasureVTV

[…]Year to dateJan 1 → Nov 9+20.9%

[…]1 yearTotal return+25.4%

[…]3 years · per year$10,000 became […] · $17,700+21.0%

[…]5 years · per year$10,000 became […] · $17,865+12.3%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

0.48%Trailing 12-mo yield$48 · $183 a year on $10k1.83%

[…]Worst dropSmaller is better−6.4%

[…]VolatilityLower is calmer10.8%

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

0–2VTV wins

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 VTV: Top 5 Holdings

Today

SQLT

5.0%in top 5

VTV

in top 515.8%

SQLTStockVTV

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

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

Held in common0.0%

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

SQLT vs VTV Returns, Every Period

iSharesSQLT

[…]

past year

VTVVanguard

+25.4%

past year

Returns […]

SQLTVTVFaded: behind in that period

0–0Level

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

SQLT vs VTV

YTD

iSharesSQLT

[…]

VTVVanguard

+20.9%

[…]Year to date+20.9%

[…]Worst drop · 1Y−6.4%

[…]Volatility · 1Y10.8%

0.5%Yield1.8%

$6.8MAssets$184B

1–0VTV wins

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

Cost, Income and Risk

Fees: SQLT, VTV, DFAC

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SQLT0.20%$20

DFAC0.21%$21

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

Yields: SQLT, VTV, DFAC

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

DFAC0.88%$88

SQLT0.48%$48

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

DFAC$88 − $21 = $67

SQLT$48 − $20 = $28

KeptFee

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

Overlap: SQLT, VTV, DFAC

Today

37.8%most shared, VTV and DFAC

SQLTVTVDFAC

SQLT—0.0%8.5%

VTV0.0%—37.8%

DFAC8.5%37.8%—

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

Return vs Bumpiness: 3 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

DFACWorst drop−8.5%13.1% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

VTVDFAC

+20.9%Year to date+14.1%

1.8%Yield0.9%

+25.4%Past year+17.7%

0.03%Fee0.21%

4–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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