Compare · 4 funds side by side · dividends reinvested

SQLT, DFAS, VO and IJR

SQLTiShares×DFASDimensional×VOVanguard×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, VO and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.6

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$35.2B2.3

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%$108B2.3

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 · VO 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAS

Vanguard Morningstar Mid-Cap ETF · $103B$13,616

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

DFASMeasureVO

+12.6%Year to dateJan 1 → Nov 5+10.7%

+17.3%1 yearTotal return+12.4%

+17.5%3 years · per year$10,000 became $16,215 · $16,795+18.9%

+6.9%5 years · per year$10,000 became $13,932 · $13,616+6.4%

0.30%Expense ratio$30 · $3 a year on $10k · lower is better0.03%

1.04%Trailing 12-mo yield$104 · $139 a year on $10k1.39%

−9.4%Worst dropSmaller is better−8.2%

15.8%VolatilityLower is calmer12.9%

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

3–5VO wins

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 VO: Top 5 Holdings

Today

DFAS

1.4%in top 5

in top 55.3%

DFASStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

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 common0.1%

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

DFAS vs VO Returns, Every Period

DimensionalDFAS

+6.9%

5 years, per year

VOVanguard

+6.4%

5 years, per year

DFASVOFaded: behind in that period

3–1DFAS wins

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

DFAS vs VO

YTD

DimensionalDFAS

+12.6%

VOVanguard

+10.7%

+12.6%Year to date+10.7%

−9.4%Worst drop · 1Y−8.2%

15.8%Volatility · 1Y12.9%

1.0%Yield1.4%

$35.2BAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: SQLT, DFAS, VO, IJR

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

SQLT0.20%$20

DFAS0.30%$30

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

Yields: SQLT, DFAS, VO, IJR

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

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

$136most kept, VO

VO$139 − $3 = $136

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, VO, IJR

Today

37.4%most shared, SQLT and DFAS

SQLTDFASVOIJR

SQLT—37.4%0.0%27.0%

DFAS37.4%—0.1%34.5%

VO0.0%0.1%—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

VOWorst drop−8.2%12.9% 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

VOIJR

+10.7%Year to date+15.4%

1.4%Yield1.2%

+12.4%Past year+19.4%

0.03%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