Compare · 3 funds side by side · dividends reinvested

SQLT, DFAS and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three

02 / 04

SQLT, DFAS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$35.2B1.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.8

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M2.0

Rank among the three1st → 3rdFee, 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 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLT

DFAS

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

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

SQLTMeasureDFAS

[…]Year to dateJan 1 → Nov 5+17.0%

[…]1 yearTotal return+20.4%

[…]3 years · per year$10,000 became […] · $16,976+19.3%

[…]5 years · per year$10,000 became […] · $14,758+8.1%

0.20%Expense ratio$20 · $30 a year on $10k · lower is better0.30%

0.48%Trailing 12-mo yield$48 · $100 a year on $10k1.00%

[…]Worst dropSmaller is better−9.4%

[…]VolatilityLower is calmer15.3%

SQLTDFAS 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

SQLT vs DFAS: Top 5 Holdings

Today

SQLT

4.9%in top 5

DFAS

in top 51.4%

SQLTStockDFAS

1.1%MANHnot top 5

1.1%NFGnot top 5

0.9%EXELnot top 5

0.9%RGLDnot top 5

0.9%MEDPnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5ELAN0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common37.4%

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

SQLT vs DFAS Returns, Every Period

iSharesSQLT

[…]

past year

DFASDimensional

+20.4%

past year

Returns […]

SQLTDFASFaded: behind in that period

0–0Level

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

SQLT vs DFAS

YTD

iSharesSQLT

[…]

DFASDimensional

+17.0%

[…]Year to date+17.0%

[…]Worst drop · 1Y−9.4%

[…]Volatility · 1Y15.3%

0.5%Yield1.0%

$6.9MAssets$35.2B

1–0DFAS wins

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

Cost, Income and Risk

Fees: SQLT, DFAS, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

SQLT0.20%$20

DFAS0.30%$30

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

Yields: SQLT, DFAS, IWF

1.00%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.00%$100

SQLT0.48%$48

IWF0.37%$37

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

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

SQLT$48 − $20 = $28

IWF$37 − $18 = $19

KeptFee

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

Overlap: SQLT, DFAS, IWF

Today

37.4%most shared, SQLT and DFAS

SQLTDFASIWF

SQLT—37.4%0.6%

DFAS37.4%—1.4%

IWF0.6%1.4%—

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

Return vs Bumpiness: 3 ETFs

+20.4%DFAS, at 15.3% volatility

DFASWorst drop−9.4%15.3% vol

IWFWorst drop−15.6%18.3% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

DFASIWF

+17.0%Year to date−0.1%

1.0%Yield0.4%

+20.4%Past year−3.0%

0.30%Fee0.18%

3–1DFAS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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 5, 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 5, 2026