Compare · 4 funds side by side · dividends reinvested

SQLT, DFAC, VO and IJH

SQLTiShares×DFACDimensional×VOVanguard×IJHiShares×

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

02 / 04

SQLT, DFAC, VO and IJH, 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%$89.2B1.8

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B2.5

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M3.5

Rank among the four1st → 4thFee, 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: SQLT 2026 · DFAC 2005 · VO 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M[…]

SQLT

Vanguard Morningstar Mid-Cap ETF · $103B$14,290

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

SQLTMeasureVO

[…]Year to dateJan 1 → Nov 4+14.7%

[…]1 yearTotal return+15.3%

[…]3 years · per year$10,000 became […] · $17,578+20.7%

[…]5 years · per year$10,000 became […] · $14,290+7.4%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

0.48%Trailing 12-mo yield$48 · $134 a year on $10k1.34%

[…]Worst dropSmaller is better−8.2%

[…]VolatilityLower is calmer12.4%

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

0–2VO wins

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

More Ways to See the Pairs

SQLT vs VO: Top 5 Holdings

Today

SQLT

4.9%in top 5

in top 55.3%

SQLTStockVO

1.1%NFGnot top 5

1.1%MANHnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

0.9%EXELnot top 5

0.9%MEDPnot top 5

0.8%RGLDnot top 5

Held in common0.0%

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

SQLT vs VO Returns, Every Period

iSharesSQLT

[…]

past year

VOVanguard

+15.3%

past year

Returns […]

SQLTVOFaded: behind in that period

0–0Level

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

SQLT vs VO

YTD

iSharesSQLT

[…]

VOVanguard

+14.7%

[…]Year to date+14.7%

[…]Worst drop · 1Y−8.2%

[…]Volatility · 1Y12.4%

0.5%Yield1.3%

$6.9MAssets$103B

1–0VO wins

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

Cost, Income and Risk

Fees: SQLT, DFAC, VO, IJH

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJH0.05%$5

SQLT0.20%$20

DFAC0.21%$21

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

Yields: SQLT, DFAC, VO, IJH

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

IJH1.21%$121

DFAC0.87%$87

SQLT0.48%$48

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

IJH$121 − $5 = $116

DFAC$87 − $21 = $66

SQLT$48 − $20 = $28

KeptFee

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

Overlap: SQLT, DFAC, VO, IJH

Today

39.2%most shared, SQLT and IJH

SQLTDFACVOIJH

SQLT—8.5%0.0%39.2%

DFAC8.5%—19.6%11.5%

VO0.0%19.6%—0.2%

IJH39.2%11.5%0.2%—

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

Return vs Bumpiness: 4 ETFs

+17.7%DFAC, at 12.3% volatility

DFACWorst drop−8.5%12.3% vol

VOWorst drop−8.2%12.4% vol

IJHWorst drop−8.8%15.0% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

VODFAC

+14.7%Year to date+15.8%

1.3%Yield0.9%

+15.3%Past year+17.7%

0.03%Fee0.21%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Four

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026