Compare · 4 funds side by side · dividends reinvested

SQLV, DFAS, IWF and VO

SQLVFranklin Templeton×DFASDimensional×IWFiShares×VOVanguard×

Story of the four · Growth1Y$10,000 one year agoDividends reinvested · all four on one scale$12,826SQLV · best of the four

02 / 04

SQLV, DFAS, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B2.1

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.6%+28.3%+16.8%+7.5%−7.7%16.5%$41M2.4

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$35.2B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: SQLV 2017 · DFAS 1992 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $41M$14,355

SQLV

DFAS

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

$10,000 five years ago, dividends reinvested · they hold 10.4% in common

SQLVMeasureDFAS

+22.6%Year to dateJan 1 → Nov 5+12.6%

+28.3%1 yearTotal return+17.3%

+16.8%3 years · per year$10,000 became $15,951 · $16,215+17.5%

+7.5%5 years · per year$10,000 became $14,355 · $13,932+6.9%

0.60%Expense ratio$60 · $30 a year on $10k · lower is better0.30%

1.03%Trailing 12-mo yield$103 · $104 a year on $10k1.04%

−7.7%Worst dropSmaller is better−9.4%

16.5%VolatilityLower is calmer15.8%

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

4–4Level

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

More Ways to See the Pairs

SQLV vs DFAS: Top 5 Holdings

Today

SQLV

4.5%in top 5

DFAS

in top 51.4%

SQLVStockDFAS

1.1%DXCnot top 5

0.9%KSSnot top 5

0.9%HRBnot top 5

0.8%EMBCnot top 5

0.8%QLYSnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5ELAN0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common10.4%

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

SQLV vs DFAS Returns, Every Period

Franklin TempletonSQLV

+7.5%

5 years, per year

DFASDimensional

+6.9%

5 years, per year

SQLVDFASFaded: behind in that period

3–1SQLV wins

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

SQLV vs VO

YTD

Franklin TempletonSQLV

+22.6%

VOVanguard

+10.7%

+22.6%Year to date+10.7%

−7.7%Worst drop · 1Y−8.2%

16.5%Volatility · 1Y12.9%

1.0%Yield1.4%

$41.0MAssets$103B

2–2level

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

Cost, Income and Risk

Fees: SQLV, DFAS, IWF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

DFAS0.30%$30

SQLV0.60%$60

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

Yields: SQLV, DFAS, IWF, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

DFAS1.04%$104

SQLV1.03%$103

IWF0.39%$39

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAS$104 − $30 = $74

SQLV$103 − $60 = $43

IWF$39 − $18 = $21

KeptFee

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

Overlap: SQLV, DFAS, IWF, VO

Today

10.4%most shared, SQLV and DFAS

SQLVDFASIWFVO

SQLV—10.4%0.0%0.0%

DFAS10.4%—1.4%0.1%

IWF0.0%1.4%—9.2%

VO0.0%0.1%9.2%—

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

Return vs Bumpiness: 4 ETFs

+28.3%SQLV, at 16.5% volatility

VOWorst drop−8.2%12.9% vol

DFASWorst drop−9.4%15.8% vol

SQLVWorst drop−7.7%16.5% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

VOSQLV

+10.7%Year to date+22.6%

1.4%Yield1.0%

+12.4%Past year+28.3%

0.03%Fee0.60%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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