Compare · 4 funds side by side · dividends reinvested

DFAS, SQLV, IJR and VUG

DFASDimensional×SQLVFranklin Templeton×IJRiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,052VUG · best of the four

02 / 04

DFAS, SQLV, IJR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$33.8B2.4

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.6%+28.3%+16.8%+7.5%−7.7%16.5%$39M2.4

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$104B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAS 1992 · SQLV 2017 · IJR 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.8B$13,932

DFAS

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$14,355

$10,000 five years ago, dividends reinvested · they hold 10.4% in common

DFASMeasureSQLV

+12.6%Year to dateJan 1 → Nov 5+22.6%

+17.3%1 yearTotal return+28.3%

+17.5%3 years · per year$10,000 became $16,215 · $15,951+16.8%

+6.9%5 years · per year$10,000 became $13,932 · $14,355+7.5%

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

1.04%Trailing 12-mo yield$104 · $103 a year on $10k1.03%

−9.4%Worst dropSmaller is better−7.7%

15.8%VolatilityLower is calmer16.5%

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

4–4Level

End-of-day Nov 5, 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

1.4%in top 5

SQLV

in top 54.5%

DFASStockSQLV

not top 5DXC1.1%

not top 5KSS0.9%

not top 5HRB0.9%

not top 5EMBC0.8%

not top 5QLYS0.8%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%ELANnot top 5

0.2%CCKnot top 5

0.2%AITnot top 5

Held in common10.4%

End-of-day Nov 5, 2026 · share of each fund

DFAS vs SQLV Returns, Every Period

DimensionalDFAS

+6.9%

5 years, per year

SQLVFranklin Templeton

+7.5%

5 years, per year

DFASSQLVFaded: behind in that period

1–3SQLV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAS vs IJR

YTD

DimensionalDFAS

+12.6%

IJRiShares

+15.4%

+12.6%Year to date+15.4%

−9.4%Worst drop · 1Y−9.7%

15.8%Volatility · 1Y16.3%

1.0%Yield1.2%

$33.8BAssets$104B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, SQLV, IJR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

DFAS0.30%$30

SQLV0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAS, SQLV, IJR, VUG

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

DFAS1.04%$104

SQLV1.03%$103

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

DFAS$104 − $30 = $74

SQLV$103 − $60 = $43

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAS, SQLV, IJR, VUG

Today

34.5%most shared, DFAS and IJR

DFASSQLVIJRVUG

DFAS—10.4%34.5%0.0%

SQLV10.4%—15.3%0.0%

IJR34.5%15.3%—0.0%

VUG0.0%0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+28.3%SQLV, at 16.5% volatility

DFASWorst drop−9.4%15.8% vol

IJRWorst drop−9.7%16.3% vol

SQLVWorst drop−7.7%16.5% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IJRSQLV

+15.4%Year to date+22.6%

1.2%Yield1.0%

+19.4%Past year+28.3%

0.06%Fee0.60%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026