Compare · 3 funds side by side · dividends reinvested

DFAS, SQLT and IWF

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Story of the three · Growth1Y$10,000 one year agoDividends reinvested · all three on one scale$11,732DFAS · best of the three

Story of the three · IncomeMost incomeDFAS · 1.01% · $101 a year on $10k

Story of the three · RiskSmallest drop

DFAS, SQLT and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.1%+17.3%+17.2%+6.1%−9.4%16.0%$33.5B1.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$119B1.8

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M2.0

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

End-of-day Nov 13, 2026 · returns include dividends · since: DFAS 1992 · SQLT 2026 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Small Cap ETF · $33.5B$13,429

DFAS

SQLT

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

$10,000 five years ago, dividends reinvested · they hold 37.1% in common

More Ways to See the Pairs

DFAS vs SQLT: Top 5 Holdings

Today

DFAS

1.4%in top 5

SQLT

in top 55.0%

DFASStockSQLT

not top 5MANH1.1%

not top 5NFG1.1%

not top 5RGLD1.0%

not top 5EXEL0.9%

not top 5MEDP0.9%

Cost, Income and Risk

Fees: DFAS, SQLT, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

SQLT0.20%$20

DFAS0.30%$30

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: DFAS, SQLT, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

DFAS

Measure

SQLT

+15.1%Year to dateJan 1 → Nov 13[…]

+17.3%1 yearTotal return[…]

+17.2%3 years · per year$10,000 became $16,080 · […][…]

+6.1%5 years · per year$10,000 became $13,429 · […][…]

0.30%Expense ratio$30 · $20 a year on $10k · lower is better0.20%

1.01%Trailing 12-mo yield$101 · $48 a year on $10k0.48%

−9.4%Worst dropSmaller is better[…]

16.0%VolatilityLower is calmer[…]

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

1–1Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%MOG-Anot top 5

0.3%AMGnot top 5

0.2%AITnot top 5

Held in common37.1%

End-of-day Nov 13, 2026 · share of each fund

DFAS vs SQLT Returns, Every Period

1Y

DimensionalDFAS

+17.3%

past year

SQLTiShares

[…]

past year

Returns […]

DFASSQLTFaded: behind in that period

0–0Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DFAS vs SQLT

YTD

DimensionalDFAS

+15.1%

SQLTiShares

[…]

+15.1%Year to date[…]

−9.4%Worst drop · 1Y[…]

16.0%Volatility · 1Y[…]

1.0%Yield0.5%

$33.5BAssets$6.8M

1–0DFAS wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.01%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.01%$101

SQLT0.48%$48

IWF0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$71most kept, DFAS

DFAS$101 − $30 = $71

SQLT$48 − $20 = $28

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DFAS, SQLT, IWF

Today

37.1%most shared, DFAS and SQLT

DFASSQLTIWF

DFAS—37.1%1.5%

SQLT37.1%—0.6%

IWF1.5%0.6%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.3%DFAS, at 16.0% volatility

DFASWorst drop−9.4%16.0% vol

IWFWorst drop−14.6%19.6% vol

SQLTWorst drop[…][…]

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

DFASIWF

+15.1%Year to date−2.6%

1.0%Yield0.4%

+17.3%Past year−3.9%

0.30%Fee0.18%

3–1DFAS wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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DFAS, SQLT and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three