Compare · 4 funds side by side · dividends reinvested

SQLT, IWF, IJH and DFAC

SQLTiShares×IWFiShares×IJHiShares×DFACDimensional×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,526DFAC · best of the four

02 / 04

SQLT, IWF, IJH and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$85.7B1.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.8

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 · IWF 2000 · IJH 2000 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $113B$15,330

IWF

SQLT

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

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

IWFMeasureSQLT

−6.5%Year to dateJan 1 → Nov 5[…]

−7.6%1 yearTotal return[…]

+19.5%3 years · per year$10,000 became $17,073 · […][…]

+8.9%5 years · per year$10,000 became $15,330 · […][…]

0.18%Expense ratio$18 · $20 a year on $10k · lower is better0.20%

0.39%Trailing 12-mo yield$39 · $49 a year on $10k0.49%

−14.6%Worst dropSmaller is better[…]

19.3%VolatilityLower is calmer[…]

IWFSQLT 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

IWF vs SQLT: Top 5 Holdings

Today

IWF

39.6%in top 5

SQLT

in top 54.9%

IWFStockSQLT

14.6%NVDAnot top 5

8.5%AAPLnot top 5

6.4%MSFTnot top 5

5.3%GOOGLnot top 5

4.7%AVGOnot top 5

not top 5MANH1.1%

not top 5NFG1.1%

not top 5EXEL0.9%

not top 5RGLD0.9%

not top 5MEDP0.9%

Held in common0.6%

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

IWF vs SQLT Returns, Every Period

iSharesIWF

−7.6%

past year

SQLTiShares

[…]

past year

Returns […]

IWFSQLTFaded: behind in that period

0–0Level

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

IWF vs IJH

YTD

iSharesIWF

−6.5%

IJHiShares

+9.5%

−6.5%Year to date+9.5%

−14.6%Worst drop · 1Y−8.8%

19.3%Volatility · 1Y15.5%

0.4%Yield1.3%

$113BAssets$121B

4–0IJH wins

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

Cost, Income and Risk

Fees: SQLT, IWF, IJH, DFAC

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWF0.18%$18

SQLT0.20%$20

DFAC0.21%$21

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

Yields: SQLT, IWF, IJH, DFAC

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

DFAC0.90%$90

SQLT0.49%$49

IWF0.39%$39

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAC$90 − $21 = $69

SQLT$49 − $20 = $29

IWF$39 − $18 = $21

KeptFee

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

Overlap: SQLT, IWF, IJH, DFAC

Today

40.8%most shared, IWF and DFAC

SQLTIWFIJHDFAC

SQLT—0.6%39.2%8.5%

IWF0.6%—1.9%40.8%

IJH39.2%1.9%—11.4%

DFAC8.5%40.8%11.4%—

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

Return vs Bumpiness: 4 ETFs

+14.3%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

IJHWorst drop−8.8%15.5% vol

IWFWorst drop−14.6%19.3% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

IJHDFAC

+9.5%Year to date+11.2%

1.3%Yield0.9%

+12.9%Past year+14.3%

0.05%Fee0.21%

2–2level

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026