Compare · 4 funds side by side · dividends reinvested

SQLV, DFAC, VUG and VO

SQLVFranklin Templeton×DFACDimensional×VUGVanguard×VOVanguard×

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

02 / 04

SQLV, DFAC, VUG and VO, 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%$89.2B2.1

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%0.99%+27.7%+33.0%+18.7%+8.7%−7.7%16.0%$41M2.4

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B3.0

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: SQLV 2017 · DFAC 2005 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Royce Quant Small-Cap Quality Value ETF · $41M$15,155

SQLV

DFAC

Dimensional - US Core Equity 2 ETF · $89.2B$17,417

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

SQLVMeasureDFAC

+27.7%Year to dateJan 1 → Nov 4+15.8%

+33.0%1 yearTotal return+17.7%

+18.7%3 years · per year$10,000 became $16,710 · $18,682+23.2%

+8.7%5 years · per year$10,000 became $15,155 · $17,417+11.7%

0.60%Expense ratio$60 · $21 a year on $10k · lower is better0.21%

0.99%Trailing 12-mo yield$99 · $87 a year on $10k0.87%

−7.7%Worst dropSmaller is better−8.5%

16.0%VolatilityLower is calmer12.3%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SQLV vs DFAC: Top 5 Holdings

Today

SQLV

4.5%in top 5

DFAC

in top 520.1%

SQLVStockDFAC

not top 5AAPL5.6%

not top 5NVDA5.3%

not top 5MSFT4.8%

not top 5AMZN2.6%

not top 5META1.9%

1.1%DXCnot top 5

0.9%KSSnot top 5

0.9%HRBnot top 5

0.8%EMBCnot top 5

0.8%QLYSnot top 5

Held in common1.9%

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

SQLV vs DFAC Returns, Every Period

Franklin TempletonSQLV

+8.7%

5 years, per year

DFACDimensional

+11.7%

5 years, per year

SQLVDFACFaded: behind in that period

2–2Level

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

SQLV vs VO

YTD

Franklin TempletonSQLV

+27.7%

VOVanguard

+14.7%

+27.7%Year to date+14.7%

−7.7%Worst drop · 1Y−8.2%

16.0%Volatility · 1Y12.4%

1.0%Yield1.3%

$41.0MAssets$103B

2–2level

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

Cost, Income and Risk

Fees: SQLV, DFAC, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

DFAC0.21%$21

SQLV0.60%$60

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

Yields: SQLV, DFAC, VUG, VO

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

SQLV0.99%$99

DFAC0.87%$87

VUG0.40%$40

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

DFAC$87 − $21 = $66

SQLV$99 − $60 = $39

VUG$40 − $3 = $37

KeptFee

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

Overlap: SQLV, DFAC, VUG, VO

Today

36.1%most shared, DFAC and VUG

SQLVDFACVUGVO

SQLV—1.9%0.0%0.0%

DFAC1.9%—36.1%19.6%

VUG0.0%36.1%—10.2%

VO0.0%19.6%10.2%—

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

Return vs Bumpiness: 4 ETFs

+33.0%SQLV, at 16.0% volatility

DFACWorst drop−8.5%12.3% vol

VOWorst drop−8.2%12.4% vol

SQLVWorst drop−7.7%16.0% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

VOSQLV

+14.7%Year to date+27.7%

1.3%Yield1.0%

+15.3%Past year+33.0%

0.03%Fee0.60%

2–2level

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