Compare · 4 funds side by side · dividends reinvested

SQLV, IWF, DFAC and VUG

SQLVFranklin Templeton×IWFiShares×DFACDimensional×VUGVanguard×

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Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$18,230VUG · best of the four

Story of the four · IncomeMost incomeSQLV · 1.02% · $102 a year on $10k

Story of the four · RiskSmallest drop

SQLV, 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%0.88%+13.7%+16.9%+20.5%+10.8%−8.5%13.0%$87.7B1.9

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.5%+28.9%+15.2%+7.1%−7.7%16.6%$40M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B3.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: SQLV 2017 · IWF 2000 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.7B$16,689

DFAC

More Ways to See the Pairs

DFAC vs SQLV: Top 5 Holdings

Today

DFAC

20.2%in top 5

SQLV

in top 54.8%

DFACStockSQLV

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.6%NVDAnot top 5

2.7%AMZNnot top 5

2.0%METAnot top 5

Cost, Income and Risk

Fees: SQLV, IWF, DFAC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAC0.21%$21

SQLV0.60%$60

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

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SQLV

Royce Quant Small-Cap Quality Value ETF · $40M$14,078

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

DFACMeasureSQLV

+13.7%Year to dateJan 1 → Nov 10+23.5%

+16.9%1 yearTotal return+28.9%

+20.5%3 years · per year$10,000 became $17,492 · $15,277+15.2%

+10.8%5 years · per year$10,000 became $16,689 · $14,078+7.1%

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

0.88%Trailing 12-mo yield$88 · $102 a year on $10k1.02%

−8.5%Worst dropSmaller is better−7.7%

13.0%VolatilityLower is calmer16.6%

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

4–4Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5DXC1.2%

not top 5KD1.0%

not top 5EMBC0.9%

not top 5HRB0.9%

not top 5KSS0.9%

Held in common1.9%

End-of-day Nov 10, 2026 · share of each fund

DFAC vs SQLV Returns, Every Period

5Y

DimensionalDFAC

+10.8%

5 years, per year

SQLVFranklin Templeton

+7.1%

5 years, per year

DFACSQLVFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

DFAC vs SQLV

YTD

DimensionalDFAC

+13.7%

SQLVFranklin Templeton

+23.5%

+13.7%Year to date+23.5%

−8.5%Worst drop · 1Y−7.7%

13.0%Volatility · 1Y16.6%

0.9%Yield1.0%

$87.7BAssets$39.8M

3–1SQLV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: SQLV, IWF, DFAC, VUG

1Y

1.02%highest, SQLV

FundTrailing yieldYield$10k

SQLV1.02%$102

DFAC0.88%$88

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$67most kept, DFAC

DFAC$88 − $21 = $67

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SQLV, IWF, DFAC, VUG

Today

78.6%most shared, IWF and VUG

SQLVIWFDFACVUG

SQLV—0.0%1.9%0.0%

IWF0.0%—40.4%78.6%

DFAC1.9%40.4%—35.8%

VUG0.0%78.6%35.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+28.9%SQLV, at 16.6% volatility

DFACWorst drop−8.5%13.0% vol

SQLVWorst drop−7.7%16.6% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SQLVDFAC

+23.5%Year to date+13.7%

1.0%Yield0.9%

+28.9%Past year+16.9%

0.60%Fee0.21%

3–1SQLV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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SQLV, IWF, DFAC and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four