Compare · 4 funds side by side · dividends reinvested

SQLT, IJR, DFAC and IJH

SQLTiShares×IJRiShares×DFACDimensional×IJHiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,417DFAC · best of the four

02 / 04

SQLT, IJR, DFAC and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$89.2B1.9

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.9%+22.7%+19.3%+6.8%−9.7%15.8%$108B2.1

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B2.1

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 4, 2026 · returns include dividends · since: SQLT 2026 · IJR 2000 · DFAC 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SQLT

IJR

iShares Core S&P Small-Cap ETF · $108B$13,920

$10,000 five years ago, dividends reinvested · they hold 26.8% in common

SQLTMeasureIJR

[…]Year to dateJan 1 → Nov 4+19.9%

[…]1 yearTotal return+22.7%

[…]3 years · per year$10,000 became […] · $16,979+19.3%

[…]5 years · per year$10,000 became […] · $13,920+6.8%

0.20%Expense ratio$20 · $6 a year on $10k · lower is better0.06%

0.48%Trailing 12-mo yield$48 · $120 a year on $10k1.20%

[…]Worst dropSmaller is better−9.7%

[…]VolatilityLower is calmer15.8%

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

0–2IJR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SQLT vs IJR: Top 5 Holdings

Today

SQLT

4.9%in top 5

IJR

in top 52.7%

SQLTStockIJR

1.1%NFGnot top 5

1.1%MANHnot top 5

0.9%EXELnot top 5

0.9%MEDPnot top 5

0.8%RGLDnot top 5

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

Held in common26.8%

End-of-day Nov 4, 2026 · share of each fund

SQLT vs IJR Returns, Every Period

iSharesSQLT

[…]

past year

IJRiShares

+22.7%

past year

Returns […]

SQLTIJRFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SQLT vs IJH

YTD

iSharesSQLT

[…]

IJHiShares

+13.9%

[…]Year to date+13.9%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y15.0%

0.5%Yield1.2%

$6.9MAssets$125B

1–0IJH wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLT, IJR, DFAC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IJR0.06%$6

SQLT0.20%$20

DFAC0.21%$21

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SQLT, IJR, DFAC, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

IJR1.20%$120

DFAC0.87%$87

SQLT0.48%$48

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

IJR$120 − $6 = $114

DFAC$87 − $21 = $66

SQLT$48 − $20 = $28

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SQLT, IJR, DFAC, IJH

Today

39.2%most shared, SQLT and IJH

SQLTIJRDFACIJH

SQLT—26.8%8.5%39.2%

IJR26.8%—6.4%0.0%

DFAC8.5%6.4%—11.5%

IJH39.2%0.0%11.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+22.7%IJR, at 15.8% volatility

DFACWorst drop−8.5%12.3% vol

IJHWorst drop−8.8%15.0% vol

IJRWorst drop−9.7%15.8% vol

SQLTWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IJHIJR

+13.9%Year to date+19.9%

1.2%Yield1.2%

+16.4%Past year+22.7%

0.05%Fee0.06%

2–1IJR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

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 4, 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 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026