Compare · 4 funds side by side · dividends reinvested

SQLV, IWF, IJR and DFAC

SQLVFranklin Templeton×IWFiShares×IJRiShares×DFACDimensional×

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Story of the four · Growth1Y$10,000 one year agoDividends reinvested · all four on one scale$12,586SQLV · best of the four

Story of the four · IncomeMost incomeIJR · 1.21% · $121 a year on $10k

Story of the four · RiskSmallest drop

SQLV, IWF, IJR 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%+15.4%+20.7%+10.6%−8.5%13.1%$87.7B2.1

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.0%+19.1%+16.7%+5.3%−9.7%16.4%$106B2.3

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.5%+25.9%+15.5%+6.5%−7.7%16.6%$39M2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B3.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: SQLV 2017 · IWF 2000 · IJR 2000 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Royce Quant Small-Cap Quality Value ETF · $39M$13,678

SQLV

More Ways to See the Pairs

SQLV vs IWF: Top 5 Holdings

Today

SQLV

4.9%in top 5

IWF

in top 538.2%

SQLVStockIWF

not top 5NVDA12.8%

not top 5AAPL8.8%

not top 5MSFT6.1%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: SQLV, IWF, IJR, DFAC

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IWF0.18%$18

DFAC0.21%$21

SQLV0.60%$60

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

IWF

iShares Russell 1000 Growth ETF · $119B$15,697

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

SQLVMeasureIWF

+22.5%Year to dateJan 1 → Nov 12−1.5%

+25.9%1 yearTotal return−3.0%

+15.5%3 years · per year$10,000 became $15,405 · $16,957+19.2%

+6.5%5 years · per year$10,000 became $13,678 · $15,697+9.4%

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

1.03%Trailing 12-mo yield$103 · $37 a year on $10k0.37%

−7.7%Worst dropSmaller is better−14.6%

16.6%VolatilityLower is calmer19.6%

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

5–3SQLV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.1%

1.3%DXCnot top 5

1.0%KDnot top 5

0.9%EMBCnot top 5

0.9%KSSnot top 5

0.8%FHInot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

SQLV vs IWF Returns, Every Period

5Y

Franklin TempletonSQLV

+6.5%

5 years, per year

IWFiShares

+9.4%

5 years, per year

SQLVIWFFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

SQLV vs IJR

YTD

Franklin TempletonSQLV

+22.5%

IJRiShares

+18.0%

+22.5%Year to date+18.0%

−7.7%Worst drop · 1Y−9.7%

16.6%Volatility · 1Y16.4%

1.0%Yield1.2%

$39.3MAssets$106B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: SQLV, IWF, IJR, DFAC

1Y

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

SQLV1.03%$103

DFAC0.88%$88

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$115most kept, IJR

IJR$121 − $6 = $115

DFAC$88 − $21 = $67

SQLV$103 − $60 = $43

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SQLV, IWF, IJR, DFAC

Today

40.4%most shared, IWF and DFAC

SQLVIWFIJRDFAC

SQLV—0.0%15.1%1.9%

IWF0.0%—0.1%40.4%

IJR15.1%0.1%—6.4%

DFAC1.9%40.4%6.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+25.9%SQLV, at 16.6% volatility

DFACWorst drop−8.5%13.1% vol

IJRWorst drop−9.7%16.4% vol

SQLVWorst drop−7.7%16.6% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

IJRSQLV

+18.0%Year to date+22.5%

1.2%Yield1.0%

+19.1%Past year+25.9%

0.06%Fee0.60%

2–2level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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SQLV, IWF, IJR and DFAC

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four