Compare · 4 funds side by side · dividends reinvested

DFAC, SQLV, IJH and VUG

DFACDimensional×SQLVFranklin Templeton×IJHiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,820DFAC · best of the four

02 / 04

DFAC, SQLV, IJH 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%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$87.7B2.0

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.7%+29.4%+16.2%+7.1%−7.7%16.6%$40M2.4

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$125B2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$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 9, 2026 · returns include dividends · since: DFAC 2005 · SQLV 2017 · IJH 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $87.7B$16,820

DFAC

SQLV

Royce Quant Small-Cap Quality Value ETF · $40M$14,089

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

DFACMeasureSQLV

+14.1%Year to dateJan 1 → Nov 9+23.7%

+17.7%1 yearTotal return+29.4%

+21.2%3 years · per year$10,000 became $17,787 · $15,678+16.2%

+11.0%5 years · per year$10,000 became $16,820 · $14,089+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%

13.1%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 9, 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

20.4%in top 5

SQLV

in top 54.9%

DFACStockSQLV

5.9%AAPLnot top 5

5.0%MSFTnot top 5

4.9%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

not top 5DXC1.3%

not top 5KD1.0%

not top 5HRB0.9%

not top 5EMBC0.9%

not top 5KSS0.9%

Held in common1.9%

End-of-day Nov 9, 2026 · share of each fund

DFAC vs SQLV Returns, Every Period

DimensionalDFAC

+11.0%

5 years, per year

SQLVFranklin Templeton

+7.1%

5 years, per year

DFACSQLVFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFAC vs IJH

YTD

DimensionalDFAC

+14.1%

IJHiShares

+13.6%

+14.1%Year to date+13.6%

−8.5%Worst drop · 1Y−8.8%

13.1%Volatility · 1Y15.8%

0.9%Yield1.2%

$87.7BAssets$125B

3–1DFAC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, SQLV, IJH, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJH0.05%$5

DFAC0.21%$21

SQLV0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAC, SQLV, IJH, VUG

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

SQLV1.02%$102

DFAC0.88%$88

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFAC$88 − $21 = $67

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAC, SQLV, IJH, VUG

Today

35.8%most shared, DFAC and VUG

DFACSQLVIJHVUG

DFAC—1.9%11.4%35.8%

SQLV1.9%—2.7%0.0%

IJH11.4%2.7%—0.0%

VUG35.8%0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+29.4%SQLV, at 16.6% volatility

DFACWorst drop−8.5%13.1% vol

IJHWorst drop−8.8%15.8% vol

SQLVWorst drop−7.7%16.6% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IJHSQLV

+13.6%Year to date+23.7%

1.2%Yield1.0%

+17.5%Past year+29.4%

0.05%Fee0.60%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026