Compare · 4 funds side by side · dividends reinvested

SQLT, IWF, DFAC and VUG

SQLTiShares×IWFiShares×DFACDimensional×VUGVanguard×

Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$19,712VUG · best of the four

02 / 04

SQLT, IWF, DFAC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$89.2B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.0

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: SQLT 2026 · IWF 2000 · DFAC 2005 · VUG 2004

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 · $89.2B$17,417

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

SQLTMeasureDFAC

[…]Year to dateJan 1 → Nov 4+15.8%

[…]1 yearTotal return+17.7%

[…]3 years · per year$10,000 became […] · $18,682+23.2%

[…]5 years · per year$10,000 became […] · $17,417+11.7%

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

0.48%Trailing 12-mo yield$48 · $87 a year on $10k0.87%

[…]Worst dropSmaller is better−8.5%

[…]VolatilityLower is calmer12.3%

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

1–1Level

End-of-day Nov 4, 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

4.9%in top 5

DFAC

in top 520.1%

SQLTStockDFAC

not top 5AAPL5.6%

not top 5NVDA5.3%

not top 5MSFT4.8%

not top 5AMZN2.6%

not top 5META1.9%

1.1%NFGnot top 5

1.1%MANHnot top 5

0.9%EXELnot top 5

0.9%MEDPnot top 5

0.8%RGLDnot top 5

Held in common8.5%

End-of-day Nov 4, 2026 · share of each fund

SQLT vs DFAC Returns, Every Period

iSharesSQLT

[…]

past year

DFACDimensional

+17.7%

past year

Returns […]

SQLTDFACFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SQLT vs DFAC

YTD

iSharesSQLT

[…]

DFACDimensional

+15.8%

[…]Year to date+15.8%

[…]Worst drop · 1Y−8.5%

[…]Volatility · 1Y12.3%

0.5%Yield0.9%

$6.9MAssets$89.2B

1–0DFAC wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLT, IWF, DFAC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

SQLT0.20%$20

DFAC0.21%$21

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SQLT, IWF, DFAC, VUG

0.87%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.87%$87

SQLT0.48%$48

VUG0.40%$40

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

VUG$40 − $3 = $37

SQLT$48 − $20 = $28

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SQLT, IWF, DFAC, VUG

Today

77.4%most shared, IWF and VUG

SQLTIWFDFACVUG

SQLT—0.6%8.5%0.0%

IWF0.6%—40.8%77.4%

DFAC8.5%40.8%—36.1%

VUG0.0%77.4%36.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+17.7%DFAC, at 12.3% volatility

DFACWorst drop−8.5%12.3% vol

VUGWorst drop−16.1%18.2% vol

IWFWorst drop−15.6%18.3% vol

SQLTWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFACVUG

+15.8%Year to date+6.3%

0.9%Yield0.4%

+17.7%Past year+3.4%

0.21%Fee0.03%

3–1DFAC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026