Compare · 4 funds side by side · dividends reinvested

DFAS, SQLV, VO and IWF

DFASDimensional×SQLVFranklin Templeton×VOVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,892IWF · best of the four

02 / 04

DFAS, SQLV, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.1

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%$39M2.3

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$33.7B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.0

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: DFAS 1992 · SQLV 2017 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $115B$15,892

IWF

SQLV

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

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

IWFMeasureSQLV

−2.5%Year to dateJan 1 → Nov 9+23.7%

−2.2%1 yearTotal return+29.4%

+19.8%3 years · per year$10,000 became $17,207 · $15,678+16.2%

+9.7%5 years · per year$10,000 became $15,892 · $14,089+7.1%

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

0.38%Trailing 12-mo yield$38 · $102 a year on $10k1.02%

−14.6%Worst dropSmaller is better−7.7%

19.5%VolatilityLower is calmer16.6%

IWFSQLV 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

IWF vs SQLV: Top 5 Holdings

Today

IWF

39.7%in top 5

SQLV

in top 54.9%

IWFStockSQLV

14.3%NVDAnot top 5

8.8%AAPLnot top 5

6.5%MSFTnot top 5

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

not top 5DXC1.3%

not top 5KD1.0%

not top 5HRB0.9%

not top 5EMBC0.9%

not top 5KSS0.9%

Held in common0.0%

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

IWF vs SQLV Returns, Every Period

iSharesIWF

+9.7%

5 years, per year

SQLVFranklin Templeton

+7.1%

5 years, per year

IWFSQLVFaded: behind in that period

2–2Level

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

IWF vs VO

YTD

iSharesIWF

−2.5%

VOVanguard

+13.6%

−2.5%Year to date+13.6%

−14.6%Worst drop · 1Y−8.2%

19.5%Volatility · 1Y13.1%

0.4%Yield1.4%

$115BAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: DFAS, SQLV, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

DFAS0.30%$30

SQLV0.60%$60

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

Yields: DFAS, SQLV, VO, IWF

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

SQLV1.02%$102

DFAS1.00%$100

IWF0.38%$38

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DFAS$100 − $30 = $70

SQLV$102 − $60 = $42

IWF$38 − $18 = $20

KeptFee

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

Overlap: DFAS, SQLV, VO, IWF

Today

10.2%most shared, DFAS and SQLV

DFASSQLVVOIWF

DFAS—10.2%0.1%1.4%

SQLV10.2%—0.0%0.0%

VO0.1%0.0%—9.2%

IWF1.4%0.0%9.2%—

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

VOWorst drop−8.2%13.1% vol

DFASWorst drop−9.4%15.9% vol

SQLVWorst drop−7.7%16.6% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

VOSQLV

+13.6%Year to date+23.7%

1.4%Yield1.0%

+15.6%Past year+29.4%

0.03%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$59.7B

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%

$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