Compare · 3 funds side by side · dividends reinvested

SQLV, DFAC and VUG

SQLVFranklin Templeton×DFACDimensional×VUGVanguard×

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$18,532VUG · best of the three

02 / 04

SQLV, DFAC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B1.8

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.6%+28.3%+16.8%+7.5%−7.7%16.5%$41M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SQLV 2017 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

DFAC

SQLV

Royce Quant Small-Cap Quality Value ETF · $41M$14,355

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

DFACMeasureSQLV

+11.2%Year to dateJan 1 → Nov 5+22.6%

+14.3%1 yearTotal return+28.3%

+21.2%3 years · per year$10,000 became $17,812 · $15,951+16.8%

+10.6%5 years · per year$10,000 became $16,526 · $14,355+7.5%

0.21%Expense ratio$21 · $60 a year on $10k · lower is better0.60%

0.90%Trailing 12-mo yield$90 · $103 a year on $10k1.03%

−8.5%Worst dropSmaller is better−7.7%

12.9%VolatilityLower is calmer16.5%

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

4–4Level

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

More Ways to See the Pairs

DFAC vs SQLV: Top 5 Holdings

Today

DFAC

20.5%in top 5

SQLV

in top 54.5%

DFACStockSQLV

5.8%AAPLnot top 5

5.1%NVDAnot top 5

5.0%MSFTnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

not top 5DXC1.1%

not top 5KSS0.9%

not top 5HRB0.9%

not top 5EMBC0.8%

not top 5QLYS0.8%

Held in common2.0%

End-of-day Nov 5, 2026 · share of each fund

DFAC vs SQLV Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

SQLVFranklin Templeton

+7.5%

5 years, per year

DFACSQLVFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAC vs SQLV

YTD

DimensionalDFAC

+11.2%

SQLVFranklin Templeton

+22.6%

+11.2%Year to date+22.6%

−8.5%Worst drop · 1Y−7.7%

12.9%Volatility · 1Y16.5%

0.9%Yield1.0%

$89.2BAssets$41.0M

3–1SQLV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, DFAC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAC0.21%$21

SQLV0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SQLV, DFAC, VUG

1.03%highest, SQLV

FundTrailing yieldYield$10k

SQLV1.03%$103

DFAC0.90%$90

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

SQLV$103 − $60 = $43

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SQLV, DFAC, VUG

Today

36.2%most shared, DFAC and VUG

SQLVDFACVUG

SQLV—2.0%0.0%

DFAC2.0%—36.2%

VUG0.0%36.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+28.3%SQLV, at 16.5% volatility

DFACWorst drop−8.5%12.9% vol

SQLVWorst drop−7.7%16.5% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SQLVDFAC

+22.6%Year to date+11.2%

1.0%Yield0.9%

+28.3%Past year+14.3%

0.60%Fee0.21%

3–1SQLV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026