Compare · 2 funds side by side · dividends reinvested

DFAC and SQLT

DFACDimensional×SQLTiShares×

Versus in desk

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$17,722DFAC · best of the two

02 / 03

DFAC and SQLT, 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%$85.6B1.1

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$7M1.5

Rank among the two1st → 2ndFee, 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: DFAC 2005 · SQLT 2026

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,525

DFAC

SQLT

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

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

DFACMeasureSQLT

+11.4%Year to dateJan 1 → Nov 6[…]

+13.8%1 yearTotal return[…]

+21.0%3 years · per year$10,000 became $17,722 · […][…]

+10.6%5 years · per year$10,000 became $16,525 · […][…]

0.21%Expense ratio$21 · $20 a year on $10k · lower is better0.20%

0.90%Trailing 12-mo yield$90 · $49 a year on $10k0.49%

−8.5%Worst dropSmaller is better[…]

12.9%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

DFAC vs SQLT: Top 5 Holdings

Today

DFAC

20.4%in top 5

SQLT

in top 55.0%

DFACStockSQLT

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.8%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

not top 5MANH1.1%

not top 5NFG1.1%

not top 5RGLD1.0%

not top 5EXEL0.9%

not top 5MEDP0.9%

Held in common8.5%

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

DFAC vs SQLT Returns, Every Period

DimensionalDFAC

+13.8%

past year

SQLTiShares

[…]

past year

Returns […]

DFACSQLTFaded: behind in that period

0–0Level

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

DFAC vs SQLT

YTD

DimensionalDFAC

+11.4%

SQLTiShares

[…]

+11.4%Year to date[…]

−8.5%Worst drop · 1Y[…]

12.9%Volatility · 1Y[…]

0.9%Yield0.5%

$85.6BAssets$6.7M

1–0DFAC wins

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

Cost, Income and Risk

Fees: DFAC, SQLT

Today

0.20%lowest, SQLT

FundExpense ratioFee$10k

SQLT0.20%$20

DFAC0.21%$21

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

Yields: DFAC, SQLT

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

SQLT0.49%$49

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

SQLT$49 − $20 = $29

KeptFee

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

Overlap: DFAC, SQLT

Today

8.5%most shared, DFAC and SQLT

DFACSQLT

DFAC—8.5%

SQLT8.5%—

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

Return vs Bumpiness: 2 ETFs

+13.8%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

SQLTWorst drop[…][…]

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

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026