Compare · 4 funds side by side · dividends reinvested

SQLT, DFAS, VTV and IWF

SQLTiShares×DFASDimensional×VTVVanguard×IWFiShares×

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, VTV and IWF, 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

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$33.7B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.8

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M3.0

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 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $115B$15,892

IWF

VTV

Vanguard Morningstar Value ETF · $184B$17,865

$10,000 five years ago, dividends reinvested · they hold 11.8% in common

IWFMeasureVTV

−2.5%Year to dateJan 1 → Nov 9+20.9%

−2.2%1 yearTotal return+25.4%

+19.8%3 years · per year$10,000 became $17,207 · $17,700+21.0%

+9.7%5 years · per year$10,000 became $15,892 · $17,865+12.3%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

0.38%Trailing 12-mo yield$38 · $183 a year on $10k1.83%

−14.6%Worst dropSmaller is better−6.4%

19.5%VolatilityLower is calmer10.8%

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

0–8VTV wins

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

More Ways to See the Pairs

IWF vs VTV: Top 5 Holdings

Today

IWF

39.7%in top 5

VTV

in top 515.8%

IWFStockVTV

14.3%NVDAnot top 5

8.8%AAPLnot top 5

6.5%MSFTnot top 5

5.5%GOOGLnot top 5

not top 5MU4.6%

4.5%AVGOnot top 5

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common11.8%

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

IWF vs VTV Returns, Every Period

iSharesIWF

+9.7%

5 years, per year

VTVVanguard

+12.3%

5 years, per year

IWFVTVFaded: behind in that period

0–4VTV wins

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

IWF vs VTV

YTD

iSharesIWF

−2.5%

VTVVanguard

+20.9%

−2.5%Year to date+20.9%

−14.6%Worst drop · 1Y−6.4%

19.5%Volatility · 1Y10.8%

0.4%Yield1.8%

$115BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: SQLT, DFAS, VTV, IWF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

SQLT0.20%$20

DFAS0.30%$30

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

Yields: SQLT, DFAS, VTV, IWF

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

DFAS1.00%$100

SQLT0.48%$48

IWF0.38%$38

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

DFAS$100 − $30 = $70

SQLT$48 − $20 = $28

IWF$38 − $18 = $20

KeptFee

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

Overlap: SQLT, DFAS, VTV, IWF

Today

37.2%most shared, SQLT and DFAS

SQLTDFASVTVIWF

SQLT—37.2%0.0%0.6%

DFAS37.2%—0.1%1.4%

VTV0.0%0.1%—11.8%

IWF0.6%1.4%11.8%—

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

DFASWorst drop−9.4%15.9% vol

IWFWorst drop−14.6%19.5% 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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026