Compare · 4 funds side by side · dividends reinvested

SQLV, DFAC, VO and VUG

SQLVFranklin Templeton×DFACDimensional×VOVanguard×VUGVanguard×

Story of the four · Growth1Y$10,000 one year agoDividends reinvested · all four on one scale$12,526SQLV · best of the four

02 / 04

SQLV, DFAC, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.7B2.3

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.3

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.04%+21.1%+25.3%+16.2%+7.2%−7.7%16.5%$39M2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: SQLV 2017 · DFAC 2005 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $39M$14,141

SQLV

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SQLVMeasureVUG

+21.1%Year to dateJan 1 → Nov 6+1.4%

+25.3%1 yearTotal return+0.2%

+16.2%3 years · per year$10,000 became $15,694 · $18,415+22.6%

+7.2%5 years · per year$10,000 became $14,141 · $16,124+10.0%

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

1.04%Trailing 12-mo yield$104 · $42 a year on $10k0.42%

−7.7%Worst dropSmaller is better−15.1%

16.5%VolatilityLower is calmer19.0%

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

5–3SQLV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

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 5AVGO4.3%

1.2%DXCnot top 5

1.0%KDnot top 5

0.9%KSSnot top 5

0.9%EMBCnot top 5

0.9%HRBnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SQLV vs VUG Returns, Every Period

Franklin TempletonSQLV

+7.2%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

SQLVVUGFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SQLV vs VO

YTD

Franklin TempletonSQLV

+21.1%

VOVanguard

+10.6%

+21.1%Year to date+10.6%

−7.7%Worst drop · 1Y−8.2%

16.5%Volatility · 1Y12.9%

1.0%Yield1.4%

$39.4MAssets$103B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, DFAC, VO, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

DFAC0.21%$21

SQLV0.60%$60

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SQLV, DFAC, VO, VUG

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

SQLV1.04%$104

DFAC0.90%$90

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAC$90 − $21 = $69

SQLV$104 − $60 = $44

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SQLV, DFAC, VO, VUG

Today

35.7%most shared, DFAC and VUG

SQLVDFACVOVUG

SQLV—1.9%0.0%0.0%

DFAC1.9%—19.7%35.7%

VO0.0%19.7%—10.2%

VUG0.0%35.7%10.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+25.3%SQLV, at 16.5% volatility

VOWorst drop−8.2%12.9% vol

DFACWorst drop−8.5%12.9% vol

SQLVWorst drop−7.7%16.5% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOSQLV

+10.6%Year to date+21.1%

1.4%Yield1.0%

+11.6%Past year+25.3%

0.03%Fee0.60%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026