Compare · 3 funds side by side · dividends reinvested

DFAC, SQLV and IWF

DFACDimensional×SQLVFranklin Templeton×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,417DFAC · best of the three

02 / 04

DFAC, SQLV and IWF, 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%$89.2B1.6

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%$41M1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.5

Rank among the three1st → 3rdFee, 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: DFAC 2005 · SQLV 2017 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $121B$16,559

IWF

SQLV

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IWFMeasureSQLV

−0.1%Year to dateJan 1 → Nov 4+27.7%

−3.0%1 yearTotal return+33.0%

+22.3%3 years · per year$10,000 became $18,310 · $16,710+18.7%

+10.6%5 years · per year$10,000 became $16,559 · $15,155+8.7%

0.18%Expense ratio$18 · $60 a year on $10k · lower is better0.60%

0.37%Trailing 12-mo yield$37 · $99 a year on $10k0.99%

−15.6%Worst dropSmaller is better−7.7%

18.3%VolatilityLower is calmer16.0%

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

3–5SQLV wins

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

More Ways to See the Pairs

IWF vs SQLV: Top 5 Holdings

Today

IWF

39.3%in top 5

SQLV

in top 54.5%

IWFStockSQLV

15.1%NVDAnot top 5

8.1%AAPLnot top 5

6.1%MSFTnot top 5

5.1%GOOGLnot top 5

4.8%AVGOnot top 5

not top 5DXC1.1%

not top 5KSS0.9%

not top 5HRB0.9%

not top 5EMBC0.8%

not top 5QLYS0.8%

Held in common0.0%

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

IWF vs SQLV Returns, Every Period

iSharesIWF

+10.6%

5 years, per year

SQLVFranklin Templeton

+8.7%

5 years, per year

IWFSQLVFaded: behind in that period

2–2Level

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

IWF vs SQLV

YTD

iSharesIWF

−0.1%

SQLVFranklin Templeton

+27.7%

−0.1%Year to date+27.7%

−15.6%Worst drop · 1Y−7.7%

18.3%Volatility · 1Y16.0%

0.4%Yield1.0%

$121BAssets$41.0M

4–0SQLV wins

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

Cost, Income and Risk

Fees: DFAC, SQLV, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAC0.21%$21

SQLV0.60%$60

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

Yields: DFAC, SQLV, IWF

0.99%highest, SQLV

FundTrailing yieldYield$10k

SQLV0.99%$99

DFAC0.87%$87

IWF0.37%$37

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

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

SQLV$99 − $60 = $39

IWF$37 − $18 = $19

KeptFee

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

Overlap: DFAC, SQLV, IWF

Today

40.8%most shared, DFAC and IWF

DFACSQLVIWF

DFAC—1.9%40.8%

SQLV1.9%—0.0%

IWF40.8%0.0%—

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

Return vs Bumpiness: 3 ETFs

+33.0%SQLV, at 16.0% volatility

DFACWorst drop−8.5%12.3% vol

SQLVWorst drop−7.7%16.0% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

SQLVDFAC

+27.7%Year to date+15.8%

1.0%Yield0.9%

+33.0%Past year+17.7%

0.60%Fee0.21%

3–1SQLV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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