Compare · 4 funds side by side · dividends reinvested

SQLT, DFAS, IJH and VTV

SQLTiShares×DFASDimensional×IJHiShares×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,865VTV · best of the four

02 / 04

SQLT, DFAS, IJH and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.0

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%$125B2.4

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$34.7B2.8

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 9, 2026 · returns include dividends · since: SQLT 2026 · DFAS 1992 · IJH 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Mid-Cap ETF · $125B$14,049

IJH

DFAS

Dimensional - US Small Cap ETF · $34.7B$14,033

$10,000 five years ago, dividends reinvested · they hold 40.7% in common

IJHMeasureDFAS

+13.6%Year to dateJan 1 → Nov 9+16.1%

+17.5%1 yearTotal return+20.9%

+16.9%3 years · per year$10,000 became $15,960 · $16,239+17.5%

+7.0%5 years · per year$10,000 became $14,049 · $14,033+7.0%

0.05%Expense ratio$5 · $30 a year on $10k · lower is better0.30%

1.21%Trailing 12-mo yield$121 · $100 a year on $10k1.00%

−8.8%Worst dropSmaller is better−9.4%

15.8%VolatilityLower is calmer15.9%

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

4–3IJH wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IJH vs DFAS: Top 5 Holdings

Today

IJH

3.5%in top 5

DFAS

in top 51.3%

IJHStockDFAS

0.7%FTInot top 5

0.7%UTHRnot top 5

0.7%ATInot top 5

0.7%USFDnot top 5

0.7%THCnot top 5

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5CCK0.3%

not top 5MOG-A0.2%

not top 5SJM0.2%

Held in common40.7%

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

IJH vs DFAS Returns, Every Period

iSharesIJH

+7.0%

5 years, per year

DFASDimensional

+7.0%

5 years, per year

IJHDFASFaded: behind in that period

0–3DFAS wins

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

IJH vs VTV

YTD

iSharesIJH

+13.6%

VTVVanguard

+20.9%

+13.6%Year to date+20.9%

−8.8%Worst drop · 1Y−6.4%

15.8%Volatility · 1Y10.8%

1.2%Yield1.8%

$125BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: SQLT, DFAS, IJH, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJH0.05%$5

SQLT0.20%$20

DFAS0.30%$30

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

Yields: SQLT, DFAS, IJH, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

IJH1.21%$121

DFAS1.00%$100

SQLT0.48%$48

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IJH$121 − $5 = $116

DFAS$100 − $30 = $70

SQLT$48 − $20 = $28

KeptFee

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

Overlap: SQLT, DFAS, IJH, VTV

Today

40.7%most shared, DFAS and IJH

SQLTDFASIJHVTV

SQLT—37.2%39.1%0.0%

DFAS37.2%—40.7%0.1%

IJH39.1%40.7%—0.2%

VTV0.0%0.1%0.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

IJHWorst drop−8.8%15.8% vol

DFASWorst drop−9.4%15.9% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

VTVDFAS

+20.9%Year to date+16.1%

1.8%Yield1.0%

+25.4%Past year+20.9%

0.03%Fee0.30%

4–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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%

$122BAssets$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