Compare · 4 funds side by side · dividends reinvested

SQLV, DFAC, IJH and IWF

SQLVFranklin Templeton×DFACDimensional×IJHiShares×IWFiShares×

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Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$17,728DFAC · best of the four

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

Story of the four · RiskSmallest drop

SQLV, DFAC, IJH and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+14.9%+16.5%+21.0%+10.9%−8.5%13.0%$88.3B1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+14.2%+15.9%+16.7%+6.9%−8.8%15.7%$126B2.4

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.9%+28.0%+15.7%+6.6%−7.7%16.6%$40M2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−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 11, 2026 · returns include dividends · since: SQLV 2017 · DFAC 2005 · IJH 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Royce Quant Small-Cap Quality Value ETF · $40M$13,771

SQLV

More Ways to See the Pairs

SQLV vs IWF: Top 5 Holdings

Today

SQLV

4.9%in top 5

IWF

in top 538.3%

SQLVStockIWF

not top 5NVDA12.7%

not top 5AAPL8.8%

not top 5MSFT6.4%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: SQLV, DFAC, IJH, IWF

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWF0.18%$18

DFAC0.21%$21

SQLV0.60%$60

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

IWF

iShares Russell 1000 Growth ETF · $119B$15,927

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

SQLVMeasureIWF

+23.9%Year to dateJan 1 → Nov 11−1.2%

+28.0%1 yearTotal return−2.8%

+15.7%3 years · per year$10,000 became $15,474 · $17,180+19.8%

+6.6%5 years · per year$10,000 became $13,771 · $15,927+9.8%

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

1.02%Trailing 12-mo yield$102 · $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 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.0%

1.3%DXCnot top 5

1.0%KDnot top 5

0.9%KSSnot top 5

0.9%EMBCnot top 5

0.8%FHInot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

SQLV vs IWF Returns, Every Period

5Y

Franklin TempletonSQLV

+6.6%

5 years, per year

IWFiShares

+9.8%

5 years, per year

SQLVIWFFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

SQLV vs IJH

YTD

Franklin TempletonSQLV

+23.9%

IJHiShares

+14.2%

+23.9%Year to date+14.2%

−7.7%Worst drop · 1Y−8.8%

16.6%Volatility · 1Y15.7%

1.0%Yield1.2%

$39.6MAssets$126B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: SQLV, DFAC, IJH, IWF

1Y

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

SQLV1.02%$102

DFAC0.87%$87

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$116most kept, IJH

IJH$121 − $5 = $116

DFAC$87 − $21 = $66

SQLV$102 − $60 = $42

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SQLV, DFAC, IJH, IWF

Today

40.2%most shared, DFAC and IWF

SQLVDFACIJHIWF

SQLV—1.9%2.7%0.0%

DFAC1.9%—11.5%40.2%

IJH2.7%11.5%—1.9%

IWF0.0%40.2%1.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+28.0%SQLV, at 16.6% volatility

DFACWorst drop−8.5%13.0% vol

IJHWorst drop−8.8%15.7% vol

SQLVWorst drop−7.7%16.6% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IJHSQLV

+14.2%Year to date+23.9%

1.2%Yield1.0%

+15.9%Past year+28.0%

0.05%Fee0.60%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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SQLV, DFAC, IJH and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four