Compare · 4 funds side by side · dividends reinvested

SQLT, DFAS, IJH and IJR

SQLTiShares×DFASDimensional×IJHiShares×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$13,932DFAS · best of the four

02 / 04

SQLT, DFAS, IJH and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$125B1.9

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$35.2B2.1

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%$108B2.1

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$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 5, 2026 · returns include dividends · since: SQLT 2026 · DFAS 1992 · IJH 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $35.2B$13,932

DFAS

SQLT

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

$10,000 five years ago, dividends reinvested · they hold 37.4% in common

DFASMeasureSQLT

+12.6%Year to dateJan 1 → Nov 5[…]

+17.3%1 yearTotal return[…]

+17.5%3 years · per year$10,000 became $16,215 · […][…]

+6.9%5 years · per year$10,000 became $13,932 · […][…]

0.30%Expense ratio$30 · $20 a year on $10k · lower is better0.20%

1.04%Trailing 12-mo yield$104 · $49 a year on $10k0.49%

−9.4%Worst dropSmaller is better[…]

15.8%VolatilityLower is calmer[…]

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

1–1Level

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 SQLT: Top 5 Holdings

Today

DFAS

1.4%in top 5

SQLT

in top 54.9%

DFASStockSQLT

not top 5MANH1.1%

not top 5NFG1.1%

not top 5EXEL0.9%

not top 5RGLD0.9%

not top 5MEDP0.9%

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 common37.4%

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

DFAS vs SQLT Returns, Every Period

DimensionalDFAS

+17.3%

past year

SQLTiShares

[…]

past year

Returns […]

DFASSQLTFaded: behind in that period

0–0Level

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

DFAS vs IJH

YTD

DimensionalDFAS

+12.6%

IJHiShares

+9.5%

+12.6%Year to date+9.5%

−9.4%Worst drop · 1Y−8.8%

15.8%Volatility · 1Y15.5%

1.0%Yield1.3%

$35.2BAssets$125B

3–1IJH wins

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

Cost, Income and Risk

Fees: SQLT, DFAS, IJH, IJR

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IJR0.06%$6

SQLT0.20%$20

DFAS0.30%$30

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

Yields: SQLT, DFAS, IJH, IJR

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

IJR1.24%$124

DFAS1.04%$104

SQLT0.49%$49

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

IJR$124 − $6 = $118

DFAS$104 − $30 = $74

SQLT$49 − $20 = $29

KeptFee

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

Overlap: SQLT, DFAS, IJH, IJR

Today

40.9%most shared, DFAS and IJH

SQLTDFASIJHIJR

SQLT—37.4%39.2%27.0%

DFAS37.4%—40.9%34.5%

IJH39.2%40.9%—0.0%

IJR27.0%34.5%0.0%—

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

Return vs Bumpiness: 4 ETFs

+19.4%IJR, at 16.3% volatility

IJHWorst drop−8.8%15.5% vol

DFASWorst drop−9.4%15.8% vol

IJRWorst drop−9.7%16.3% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

IJHIJR

+9.5%Year to date+15.4%

1.3%Yield1.2%

+12.9%Past year+19.4%

0.05%Fee0.06%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026