Compare · 4 funds side by side · dividends reinvested

SQLT, DFAS, VUG and IJR

SQLTiShares×DFASDimensional×VUGVanguard×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,052VUG · best of the four

02 / 04

SQLT, DFAS, VUG and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$108B1.9

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$35.2B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.4

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$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 5, 2026 · returns include dividends · since: SQLT 2026 · DFAS 1992 · VUG 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,052

VUG

DFAS

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VUGMeasureDFAS

+0.5%Year to dateJan 1 → Nov 5+12.6%

−0.6%1 yearTotal return+17.3%

+22.8%3 years · per year$10,000 became $18,532 · $16,215+17.5%

+9.9%5 years · per year$10,000 became $16,052 · $13,932+6.9%

0.03%Expense ratio$3 · $30 a year on $10k · lower is better0.30%

0.43%Trailing 12-mo yield$43 · $104 a year on $10k1.04%

−15.1%Worst dropSmaller is better−9.4%

19.0%VolatilityLower is calmer15.8%

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

3–5DFAS wins

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

More Ways to See the Pairs

VUG vs DFAS: Top 5 Holdings

Today

VUG

45.2%in top 5

DFAS

in top 51.4%

VUGStockDFAS

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5ELAN0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common0.0%

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

VUG vs DFAS Returns, Every Period

VanguardVUG

+9.9%

5 years, per year

DFASDimensional

+6.9%

5 years, per year

VUGDFASFaded: behind in that period

2–2Level

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

VUG vs IJR

YTD

VanguardVUG

+0.5%

IJRiShares

+15.4%

+0.5%Year to date+15.4%

−15.1%Worst drop · 1Y−9.7%

19.0%Volatility · 1Y16.3%

0.4%Yield1.2%

$233BAssets$108B

4–0IJR wins

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

Cost, Income and Risk

Fees: SQLT, DFAS, VUG, IJR

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$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, VUG, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

DFAS1.04%$104

SQLT0.49%$49

VUG0.43%$43

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

DFAS$104 − $30 = $74

VUG$43 − $3 = $40

SQLT$49 − $20 = $29

KeptFee

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

Overlap: SQLT, DFAS, VUG, IJR

Today

37.4%most shared, SQLT and DFAS

SQLTDFASVUGIJR

SQLT—37.4%0.0%27.0%

DFAS37.4%—0.0%34.5%

VUG0.0%0.0%—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

DFASWorst drop−9.4%15.8% vol

IJRWorst drop−9.7%16.3% vol

VUGWorst drop−15.1%19.0% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

IJRDFAS

+15.4%Year to date+12.6%

1.2%Yield1.0%

+19.4%Past year+17.3%

0.06%Fee0.30%

4–0IJR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

+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