Compare · 4 funds side by side · dividends reinvested

SQLV, DFAS, IWF and IJR

SQLVFranklin Templeton×DFASDimensional×IWFiShares×IJRiShares×

Story of the four · Growth1Y$10,000 one year agoDividends reinvested · all four on one scale$12,942SQLV · best of the four

02 / 04

SQLV, DFAS, IWF and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.7%+29.4%+16.2%+7.1%−7.7%16.6%$40M2.3

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$107B2.3

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$34.7B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B3.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: SQLV 2017 · DFAS 1992 · IWF 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $40M$14,089

SQLV

IWF

iShares Russell 1000 Growth ETF · $118B$15,892

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

SQLVMeasureIWF

+23.7%Year to dateJan 1 → Nov 9−2.5%

+29.4%1 yearTotal return−2.2%

+16.2%3 years · per year$10,000 became $15,678 · $17,207+19.8%

+7.1%5 years · per year$10,000 became $14,089 · $15,892+9.7%

0.60%Expense ratio$60 · $18 a year on $10k · lower is better0.18%

1.02%Trailing 12-mo yield$102 · $38 a year on $10k0.38%

−7.7%Worst dropSmaller is better−14.6%

16.6%VolatilityLower is calmer19.5%

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

5–3SQLV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SQLV vs IWF: Top 5 Holdings

Today

SQLV

4.9%in top 5

IWF

in top 539.7%

SQLVStockIWF

not top 5NVDA14.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

1.3%DXCnot top 5

1.0%KDnot top 5

0.9%HRBnot top 5

0.9%EMBCnot top 5

0.9%KSSnot top 5

Held in common0.0%

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

SQLV vs IWF Returns, Every Period

Franklin TempletonSQLV

+7.1%

5 years, per year

IWFiShares

+9.7%

5 years, per year

SQLVIWFFaded: behind in that period

2–2Level

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

SQLV vs IJR

YTD

Franklin TempletonSQLV

+23.7%

IJRiShares

+18.9%

+23.7%Year to date+18.9%

−7.7%Worst drop · 1Y−9.7%

16.6%Volatility · 1Y16.4%

1.0%Yield1.2%

$39.8MAssets$107B

2–2level

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

Cost, Income and Risk

Fees: SQLV, DFAS, IWF, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IWF0.18%$18

DFAS0.30%$30

SQLV0.60%$60

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

Yields: SQLV, DFAS, IWF, IJR

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

SQLV1.02%$102

DFAS1.00%$100

IWF0.38%$38

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

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

DFAS$100 − $30 = $70

SQLV$102 − $60 = $42

IWF$38 − $18 = $20

KeptFee

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

Overlap: SQLV, DFAS, IWF, IJR

Today

34.5%most shared, DFAS and IJR

SQLVDFASIWFIJR

SQLV—10.2%0.0%15.2%

DFAS10.2%—1.4%34.5%

IWF0.0%1.4%—0.1%

IJR15.2%34.5%0.1%—

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

Return vs Bumpiness: 4 ETFs

+29.4%SQLV, at 16.6% volatility

DFASWorst drop−9.4%15.9% vol

IJRWorst drop−9.7%16.4% vol

SQLVWorst drop−7.7%16.6% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

IJRSQLV

+18.9%Year to date+23.7%

1.2%Yield1.0%

+22.8%Past year+29.4%

0.06%Fee0.60%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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