Compare · 3 funds side by side · dividends reinvested

DFAS, SQLT and VUG

DFASDimensional×SQLTiShares×VUGVanguard×

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$18,569VUG · best of the three

02 / 04

DFAS, SQLT and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$34.7B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.8

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M2.0

Rank among the three1st → 3rdFee, 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: DFAS 1992 · SQLT 2026 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $34.7B$14,033

DFAS

SQLT

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

$10,000 five years ago, dividends reinvested · they hold 37.2% in common

DFASMeasureSQLT

+16.1%Year to dateJan 1 → Nov 9[…]

+20.9%1 yearTotal return[…]

+17.5%3 years · per year$10,000 became $16,239 · […][…]

+7.0%5 years · per year$10,000 became $14,033 · […][…]

0.30%Expense ratio$30 · $20 a year on $10k · lower is better0.20%

1.00%Trailing 12-mo yield$100 · $48 a year on $10k0.48%

−9.4%Worst dropSmaller is better[…]

15.9%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

DFAS vs SQLT: Top 5 Holdings

Today

DFAS

1.3%in top 5

SQLT

in top 55.0%

DFASStockSQLT

not top 5MANH1.1%

not top 5NFG1.1%

not top 5RGLD1.0%

not top 5EXEL0.9%

not top 5MEDP0.9%

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%CCKnot top 5

0.2%MOG-Anot top 5

0.2%SJMnot top 5

Held in common37.2%

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

DFAS vs SQLT Returns, Every Period

DimensionalDFAS

+20.9%

past year

SQLTiShares

[…]

past year

Returns […]

DFASSQLTFaded: behind in that period

0–0Level

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

DFAS vs SQLT

YTD

DimensionalDFAS

+16.1%

SQLTiShares

[…]

+16.1%Year to date[…]

−9.4%Worst drop · 1Y[…]

15.9%Volatility · 1Y[…]

1.0%Yield0.5%

$34.7BAssets$6.8M

1–0DFAS wins

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

Cost, Income and Risk

Fees: DFAS, SQLT, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SQLT0.20%$20

DFAS0.30%$30

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

Yields: DFAS, SQLT, VUG

1.00%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.00%$100

SQLT0.48%$48

VUG0.41%$41

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

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

SQLT$48 − $20 = $28

KeptFee

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

Overlap: DFAS, SQLT, VUG

Today

37.2%most shared, DFAS and SQLT

DFASSQLTVUG

DFAS—37.2%0.0%

SQLT37.2%—0.0%

VUG0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+20.9%DFAS, at 15.9% volatility

DFASWorst drop−9.4%15.9% vol

VUGWorst drop−15.1%19.1% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

DFASVUG

+16.1%Year to date+4.2%

1.0%Yield0.4%

+20.9%Past year+4.7%

0.30%Fee0.03%

3–1DFAS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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