Compare · 2 funds side by side · dividends reinvested

DFAC and SQLV

DFACDimensional×SQLVFranklin Templeton×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth1Y$10,000 one year agoDividends reinvested · both on one scale$12,586SQLV · best of the two

Story of the two · IncomeMost incomeSQLV · 1.03% · $103 a year on $10k

Story of the two · RiskSmallest drop

DFAC and SQLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+15.4%+20.7%+10.6%−8.5%13.1%$87.7B1.5

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.5%+25.9%+15.5%+6.5%−7.7%16.6%$39M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: DFAC 2005 · SQLV 2017

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.7B$16,580

DFAC

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$13,678

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

DFACMeasureSQLV

+14.1%

More Ways to See the Pairs

DFAC vs SQLV: Top 5 Holdings

Today

DFAC

19.8%in top 5

SQLV

in top 54.9%

DFACStockSQLV

5.9%AAPLnot top 5

4.7%MSFTnot top 5

4.4%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Cost, Income and Risk

Fees: DFAC, SQLV

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

SQLV0.60%$60

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DFAC, SQLV

1Y

1.03%highest, SQLV

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+22.5%

+15.4%1 yearTotal return+25.9%

+20.7%3 years · per year$10,000 became $17,581 · $15,405+15.5%

+10.6%5 years · per year$10,000 became $16,580 · $13,678+6.5%

0.21%Expense ratio$21 · $60 a year on $10k · lower is better0.60%

0.88%Trailing 12-mo yield$88 · $103 a year on $10k1.03%

−8.5%Worst dropSmaller is better−7.7%

13.1%VolatilityLower is calmer16.6%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5DXC1.3%

not top 5KD1.0%

not top 5EMBC0.9%

not top 5KSS0.9%

not top 5FHI0.8%

Held in common1.9%

End-of-day Nov 12, 2026 · share of each fund

DFAC vs SQLV Returns, Every Period

5Y

DimensionalDFAC

+10.6%

5 years, per year

SQLVFranklin Templeton

+6.5%

5 years, per year

DFACSQLVFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFAC vs SQLV

YTD

DimensionalDFAC

+14.1%

SQLVFranklin Templeton

+22.5%

+14.1%Year to date+22.5%

−8.5%Worst drop · 1Y−7.7%

13.1%Volatility · 1Y16.6%

0.9%Yield1.0%

$87.7BAssets$39.3M

3–1SQLV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

SQLV1.03%$103

DFAC0.88%$88

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

Income After Fees on $10,000

1Y

$67most kept, DFAC

DFAC$88 − $21 = $67

SQLV$103 − $60 = $43

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFAC, SQLV

Today

1.9%most shared, DFAC and SQLV

DFACSQLV

DFAC—1.9%

SQLV1.9%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+25.9%SQLV, at 16.6% volatility

DFACWorst drop−8.5%13.1% vol

SQLVWorst drop−7.7%16.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SQLVDFAC

+22.5%Year to date+14.1%

1.0%Yield0.9%

+25.9%Past year+15.4%

0.60%Fee0.21%

3–1SQLV wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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DFAC and SQLV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two