Compare · 2 funds side by side · dividends reinvested

SQLT and DFAS

SQLTiShares×DFASDimensional×

Versus in desk

Story of the two · Growth1Y$10,000 one year agoDividends reinvested · both on one scale$11,728DFAS · best of the two

02 / 03

SQLT and DFAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$35.2B1.1

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$7M1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: SQLT 2026 · DFAS 1992

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLT

DFAS

Dimensional - US Small Cap ETF · $35.2B$13,932

$10,000 five years ago, dividends reinvested · they hold 37.4% in common

SQLTMeasureDFAS

[…]Year to dateJan 1 → Nov 5+12.6%

[…]1 yearTotal return+17.3%

[…]3 years · per year$10,000 became […] · $16,215+17.5%

[…]5 years · per year$10,000 became […] · $13,932+6.9%

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

0.49%Trailing 12-mo yield$49 · $104 a year on $10k1.04%

[…]Worst dropSmaller is better−9.4%

[…]VolatilityLower is calmer15.8%

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

1–1Level

End-of-day Nov 5, 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

4.9%in top 5

DFAS

in top 51.4%

SQLTStockDFAS

1.1%MANHnot top 5

1.1%NFGnot top 5

0.9%EXELnot top 5

0.9%RGLDnot top 5

0.9%MEDPnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5ELAN0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common37.4%

End-of-day Nov 5, 2026 · share of each fund

SQLT vs DFAS Returns, Every Period

iSharesSQLT

[…]

past year

DFASDimensional

+17.3%

past year

Returns […]

SQLTDFASFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SQLT vs DFAS

YTD

iSharesSQLT

[…]

DFASDimensional

+12.6%

[…]Year to date+12.6%

[…]Worst drop · 1Y−9.4%

[…]Volatility · 1Y15.8%

0.5%Yield1.0%

$6.9MAssets$35.2B

1–0DFAS wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLT, DFAS

Today

0.20%lowest, SQLT

FundExpense ratioFee$10k

SQLT0.20%$20

DFAS0.30%$30

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SQLT, DFAS

1.04%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.04%$104

SQLT0.49%$49

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$74most kept, DFAS

DFAS$104 − $30 = $74

SQLT$49 − $20 = $29

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SQLT, DFAS

Today

37.4%most shared, SQLT and DFAS

SQLTDFAS

SQLT—37.4%

DFAS37.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.3%DFAS, at 15.8% volatility

DFASWorst drop−9.4%15.8% vol

SQLTWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026