Compare · 4 funds side by side · dividends reinvested

SQLT, IJR, VTV and DFAC

SQLTiShares×IJRiShares×VTVVanguard×DFACDimensional×

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

02 / 04

SQLT, IJR, VTV and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.1

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B2.5

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%$85.6B2.5

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$7M3.5

Rank among the four1st → 4thFee, 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: SQLT 2026 · IJR 2000 · VTV 2004 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLT

DFAC

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

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

SQLTMeasureDFAC

[…]Year to dateJan 1 → Nov 6+11.4%

[…]1 yearTotal return+13.8%

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

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

0.20%Expense ratio$20 · $21 a year on $10k · lower is better0.21%

0.49%Trailing 12-mo yield$49 · $90 a year on $10k0.90%

[…]Worst dropSmaller is better−8.5%

[…]VolatilityLower is calmer12.9%

SQLTDFAC 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

SQLT vs DFAC: Top 5 Holdings

Today

SQLT

5.0%in top 5

DFAC

in top 520.4%

SQLTStockDFAC

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.8%

not top 5AMZN2.7%

not top 5META1.9%

1.1%MANHnot top 5

1.1%NFGnot top 5

1.0%RGLDnot top 5

0.9%EXELnot top 5

0.9%MEDPnot top 5

Held in common8.5%

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

SQLT vs DFAC Returns, Every Period

iSharesSQLT

[…]

past year

DFACDimensional

+13.8%

past year

Returns […]

SQLTDFACFaded: behind in that period

0–0Level

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

SQLT vs VTV

YTD

iSharesSQLT

[…]

VTVVanguard

+18.5%

[…]Year to date+18.5%

[…]Worst drop · 1Y−6.4%

[…]Volatility · 1Y10.7%

0.5%Yield1.9%

$6.7MAssets$184B

1–0VTV wins

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

Cost, Income and Risk

Fees: SQLT, IJR, VTV, DFAC

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJR0.06%$6

SQLT0.20%$20

DFAC0.21%$21

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

Yields: SQLT, IJR, VTV, DFAC

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

IJR1.24%$124

DFAC0.90%$90

SQLT0.49%$49

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IJR$124 − $6 = $118

DFAC$90 − $21 = $69

SQLT$49 − $20 = $29

KeptFee

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

Overlap: SQLT, IJR, VTV, DFAC

Today

38.0%most shared, VTV and DFAC

SQLTIJRVTVDFAC

SQLT—27.0%0.0%8.5%

IJR27.0%—0.0%6.4%

VTV0.0%0.0%—38.0%

DFAC8.5%6.4%38.0%—

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

Return vs Bumpiness: 4 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

DFACWorst drop−8.5%12.9% vol

IJRWorst drop−9.7%16.2% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

VTVIJR

+18.5%Year to date+15.5%

1.9%Yield1.2%

+22.9%Past year+17.6%

0.03%Fee0.06%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

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