Compare · 4 funds side by side · dividends reinvested

SQLV, DFAS, IJR and VTV

SQLVFranklin Templeton×DFASDimensional×IJRiShares×VTVVanguard×

02 / 04

−0.1%

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Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$17,877VTV · best of the four

Story of the four · IncomeMost incomeVTV · 1.81% · $181 a year on $10k

Story of the four · RiskSmallest drop

SQLV, DFAS, IJR and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.0%+23.6%+21.4%+12.3%−6.4%10.8%$184B1.3

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.6%+25.9%+15.8%+6.2%−7.7%16.6%$39M2.6

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.0%+19.2%+17.1%+4.8%−9.7%16.4%$106B3.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.1%+17.3%+17.2%+6.1%−9.4%16.0%$33.5B3.1

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

End-of-day Nov 13, 2026 · returns include dividends · since: SQLV 2017 · DFAS 1992 · IJR 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Small Cap ETF · $33.5B$13,429

DFAS

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DFAS vs SQLV: Top 5 Holdings

Today

DFAS

1.4%in top 5

SQLV

in top 54.9%

DFASStockSQLV

not top 5DXC1.3%

not top 5KD1.0%

not top 5EMBC0.9%

not top 5KSS0.9%

not top 5FHI0.8%

Cost, Income and Risk

Fees: SQLV, DFAS, IJR, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJR0.06%$6

DFAS0.30%$30

SQLV0.60%$60

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VTV vs SCHV

YTD

VanguardVTV

+22.0%

SCHVSchwab

+19.3%

+22.0%Year to date+19.3%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$13,488

$10,000 five years ago, dividends reinvested · they hold 10.1% in common

DFASMeasureSQLV

+15.1%Year to dateJan 1 → Nov 13+22.6%

+17.3%1 yearTotal return+25.9%

+17.2%3 years · per year$10,000 became $16,080 · $15,545+15.8%

+6.1%5 years · per year$10,000 became $13,429 · $13,488+6.2%

0.30%Expense ratio$30 · $60 a year on $10k · lower is better0.60%

1.01%Trailing 12-mo yield$101 · $103 a year on $10k1.03%

−9.4%Worst dropSmaller is better−7.7%

16.0%VolatilityLower is calmer16.6%

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

3–5SQLV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%MOG-Anot top 5

0.3%AMGnot top 5

0.2%AITnot top 5

Held in common10.1%

End-of-day Nov 13, 2026 · share of each fund

DFAS vs SQLV Returns, Every Period

5Y

DimensionalDFAS

+6.1%

5 years, per year

SQLVFranklin Templeton

+6.2%

5 years, per year

DFASSQLVFaded: behind in that period

1–3SQLV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DFAS vs VTV

YTD

DimensionalDFAS

+15.1%

VTVVanguard

+22.0%

+15.1%Year to date+22.0%

−9.4%Worst drop · 1Y−6.4%

16.0%Volatility · 1Y10.8%

1.0%Yield1.8%

$33.5BAssets$184B

4–0VTV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: SQLV, DFAS, IJR, VTV

1Y

1.81%highest, VTV

FundTrailing yieldYield$10k

VTV1.81%$181

IJR1.21%$121

SQLV1.03%$103

DFAS1.01%$101

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$178most kept, VTV

VTV$181 − $3 = $178

IJR$121 − $6 = $115

DFAS$101 − $30 = $71

SQLV$103 − $60 = $43

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SQLV, DFAS, IJR, VTV

Today

34.5%most shared, DFAS and IJR

SQLVDFASIJRVTV

SQLV—10.1%15.1%0.0%

DFAS10.1%—34.5%0.1%

IJR15.1%34.5%—0.0%

VTV0.0%0.1%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+25.9%SQLV, at 16.6% volatility

VTVWorst drop−6.4%10.8% vol

DFASWorst drop−9.4%16.0% vol

IJRWorst drop−9.7%16.4% vol

SQLVWorst drop−7.7%16.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSQLV

+22.0%Year to date+22.6%

1.8%Yield1.0%

+23.6%Past year+25.9%

0.03%Fee0.60%

2–2level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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SQLV, DFAS, IJR and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four