Compare · 4 funds side by side · dividends reinvested

SQLV, DFAS, VUG and IJR

SQLVFranklin Templeton×DFASDimensional×VUGVanguard×IJRiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,394VUG · best of the four

Story of the four · IncomeMost incomeIJR · 1.21% · $121 a year on $10k

Story of the four · RiskSmallest drop

SQLV, DFAS, VUG and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.5%+28.9%+15.2%+7.1%−7.7%16.6%$40M2.3

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.5%+21.3%+16.2%+5.7%−9.7%16.3%$107B2.4

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.6%+16.5%+6.9%−9.4%15.9%$34.7B2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.9

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

End-of-day Nov 10, 2026 · returns include dividends · since: SQLV 2017 · DFAS 1992 · VUG 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

YTD

Royce Quant Small-Cap Quality Value ETF · $40M$12,349

SQLV

More Ways to See the Pairs

SQLV vs VUG: Top 5 Holdings

Today

SQLV

4.8%in top 5

VUG

in top 545.2%

SQLVStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: SQLV, DFAS, VUG, IJR

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

DFAS0.30%$30

SQLV0.60%$60

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

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

VUG

Vanguard Morningstar Growth ETF · $233B$10,342

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

SQLVMeasureVUG

+23.5%Year to dateJan 1 → Nov 10+3.4%

+28.9%1 yearTotal return+4.2%

+15.2%3 years · per year$10,000 became $15,277 · $18,230+22.2%

+7.1%5 years · per year$10,000 became $14,078 · $16,394+10.4%

0.60%Expense ratio$60 · $3 a year on $10k · lower is better0.03%

1.02%Trailing 12-mo yield$102 · $41 a year on $10k0.41%

−7.7%Worst dropSmaller is better−15.1%

16.6%VolatilityLower is calmer19.1%

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

5–3SQLV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

1.2%DXCnot top 5

1.0%KDnot top 5

0.9%EMBCnot top 5

0.9%HRBnot top 5

0.9%KSSnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

SQLV vs VUG Returns, Every Period

5Y

Franklin TempletonSQLV

+7.1%

5 years, per year

VUGVanguard

+10.4%

5 years, per year

SQLVVUGFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

SQLV vs IJR

YTD

Franklin TempletonSQLV

+23.5%

IJRiShares

+18.5%

+23.5%Year to date+18.5%

−7.7%Worst drop · 1Y−9.7%

16.6%Volatility · 1Y16.3%

1.0%Yield1.2%

$39.8MAssets$107B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: SQLV, DFAS, VUG, IJR

1Y

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

SQLV1.02%$102

DFAS1.01%$101

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$115most kept, IJR

IJR$121 − $6 = $115

DFAS$101 − $30 = $71

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SQLV, DFAS, VUG, IJR

Today

34.5%most shared, DFAS and IJR

SQLVDFASVUGIJR

SQLV—10.1%0.0%15.1%

DFAS10.1%—0.0%34.5%

VUG0.0%0.0%—0.0%

IJR15.1%34.5%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+28.9%SQLV, at 16.6% volatility

DFASWorst drop−9.4%15.9% vol

IJRWorst drop−9.7%16.3% vol

SQLVWorst drop−7.7%16.6% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IJRSQLV

+18.5%Year to date+23.5%

1.2%Yield1.0%

+21.3%Past year+28.9%

0.06%Fee0.60%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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SQLV, DFAS, VUG and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four