Compare · 4 funds side by side · dividends reinvested

DFAS, SQLV, IJR and IJH

DFASDimensional×SQLVFranklin Templeton×IJRiShares×IJHiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$14,089SQLV · best of the four

02 / 04

DFAS, SQLV, IJR and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$121B2.3

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%$39M2.4

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$104B2.6

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$33.7B2.8

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: DFAS 1992 · SQLV 2017 · IJR 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.7B$14,033

DFAS

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$14,089

$10,000 five years ago, dividends reinvested · they hold 10.2% in common

DFASMeasureSQLV

+16.1%Year to dateJan 1 → Nov 9+23.7%

+20.9%1 yearTotal return+29.4%

+17.5%3 years · per year$10,000 became $16,239 · $15,678+16.2%

+7.0%5 years · per year$10,000 became $14,033 · $14,089+7.1%

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

1.00%Trailing 12-mo yield$100 · $102 a year on $10k1.02%

−9.4%Worst dropSmaller is better−7.7%

15.9%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 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAS vs SQLV: Top 5 Holdings

Today

DFAS

1.3%in top 5

SQLV

in top 54.9%

DFASStockSQLV

not top 5DXC1.3%

not top 5KD1.0%

not top 5HRB0.9%

not top 5EMBC0.9%

not top 5KSS0.9%

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%CCKnot top 5

0.2%MOG-Anot top 5

0.2%SJMnot top 5

Held in common10.2%

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

DFAS vs SQLV Returns, Every Period

DimensionalDFAS

+7.0%

5 years, per year

SQLVFranklin Templeton

+7.1%

5 years, per year

DFASSQLVFaded: behind in that period

1–3SQLV wins

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

DFAS vs IJH

YTD

DimensionalDFAS

+16.1%

IJHiShares

+13.6%

+16.1%Year to date+13.6%

−9.4%Worst drop · 1Y−8.8%

15.9%Volatility · 1Y15.8%

1.0%Yield1.2%

$33.7BAssets$121B

3–1IJH wins

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

Cost, Income and Risk

Fees: DFAS, SQLV, IJR, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IJR0.06%$6

DFAS0.30%$30

SQLV0.60%$60

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

Yields: DFAS, SQLV, IJR, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

IJR1.21%$121

SQLV1.02%$102

DFAS1.00%$100

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

IJR$121 − $6 = $115

DFAS$100 − $30 = $70

SQLV$102 − $60 = $42

KeptFee

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

Overlap: DFAS, SQLV, IJR, IJH

Today

40.7%most shared, DFAS and IJH

DFASSQLVIJRIJH

DFAS—10.2%34.5%40.7%

SQLV10.2%—15.2%2.7%

IJR34.5%15.2%—0.0%

IJH40.7%2.7%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

IJHWorst drop−8.8%15.8% vol

DFASWorst drop−9.4%15.9% vol

IJRWorst drop−9.7%16.4% vol

SQLVWorst drop−7.7%16.6% 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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026