Compare · 4 funds side by side · dividends reinvested

SQLT, IJH, VO and DFAC

SQLTiShares×IJHiShares×VOVanguard×DFACDimensional×

Story of the four · Growth1Y$10,000 one year agoDividends reinvested · all four on one scale$11,771DFAC · best of the four

02 / 04

SQLT, IJH, VO and DFAC, 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%+17.7%+21.2%+11.0%−8.5%13.1%$85.6B1.8

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.0

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$121B2.4

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M3.5

Rank among the four1st → 4thFee, 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 · IJH 2000 · VO 2004 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLT

DFAC

Dimensional - US Core Equity 2 ETF · $85.6B$16,820

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

SQLTMeasureDFAC

[…]Year to dateJan 1 → Nov 9+14.1%

[…]1 yearTotal return+17.7%

[…]3 years · per year$10,000 became […] · $17,787+21.2%

[…]5 years · per year$10,000 became […] · $16,820+11.0%

0.20%Expense ratio$20 · $21 a year on $10k · lower is better0.21%

0.48%Trailing 12-mo yield$48 · $88 a year on $10k0.88%

[…]Worst dropSmaller is better−8.5%

[…]VolatilityLower is calmer13.1%

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

1–1Level

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 DFAC: Top 5 Holdings

Today

SQLT

5.0%in top 5

DFAC

in top 520.4%

SQLTStockDFAC

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.9%

not top 5AMZN2.7%

not top 5META1.9%

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 common8.5%

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

SQLT vs DFAC Returns, Every Period

iSharesSQLT

[…]

past year

DFACDimensional

+17.7%

past year

Returns […]

SQLTDFACFaded: behind in that period

0–0Level

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

SQLT vs VO

YTD

iSharesSQLT

[…]

VOVanguard

+13.6%

[…]Year to date+13.6%

[…]Worst drop · 1Y−8.2%

[…]Volatility · 1Y13.1%

0.5%Yield1.4%

$6.7MAssets$103B

1–0VO wins

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

Cost, Income and Risk

Fees: SQLT, IJH, VO, DFAC

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJH0.05%$5

SQLT0.20%$20

DFAC0.21%$21

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

Yields: SQLT, IJH, VO, DFAC

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IJH1.21%$121

DFAC0.88%$88

SQLT0.48%$48

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IJH$121 − $5 = $116

DFAC$88 − $21 = $67

SQLT$48 − $20 = $28

KeptFee

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

Overlap: SQLT, IJH, VO, DFAC

Today

39.1%most shared, SQLT and IJH

SQLTIJHVODFAC

SQLT—39.1%0.0%8.5%

IJH39.1%—0.2%11.4%

VO0.0%0.2%—19.6%

DFAC8.5%11.4%19.6%—

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

Return vs Bumpiness: 4 ETFs

+17.7%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.1% vol

IJHWorst drop−8.8%15.8% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

VODFAC

+13.6%Year to date+14.1%

1.4%Yield0.9%

+15.6%Past year+17.7%

0.03%Fee0.21%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026