Compare · 4 funds side by side · dividends reinvested

SQLT, VTV, VO and DFAC

SQLTiShares×VTVVanguard×VOVanguard×DFACDimensional×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,352VTV · best of the four

02 / 04

SQLT, VTV, VO and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.1

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%$89.2B2.4

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B2.5

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 · VTV 2004 · VO 2004 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$14,290

SQLT

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

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

VOMeasureSQLT

+14.7%Year to dateJan 1 → Nov 4[…]

+15.3%1 yearTotal return[…]

+20.7%3 years · per year$10,000 became $17,578 · […][…]

+7.4%5 years · per year$10,000 became $14,290 · […][…]

0.03%Expense ratio$3 · $20 a year on $10k · lower is better0.20%

1.34%Trailing 12-mo yield$134 · $48 a year on $10k0.48%

−8.2%Worst dropSmaller is better[…]

12.4%VolatilityLower is calmer[…]

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

2–0VO wins

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

More Ways to See the Pairs

VO vs SQLT: Top 5 Holdings

Today

5.3%in top 5

SQLT

in top 54.9%

VOStockSQLT

not top 5NFG1.1%

not top 5MANH1.1%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

not top 5EXEL0.9%

not top 5MEDP0.9%

not top 5RGLD0.8%

Held in common0.0%

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

VO vs SQLT Returns, Every Period

VanguardVO

+15.3%

past year

SQLTiShares

[…]

past year

Returns […]

VOSQLTFaded: behind in that period

0–0Level

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

VO vs VTV

YTD

VanguardVO

+14.7%

VTVVanguard

+22.8%

+14.7%Year to date+22.8%

−8.2%Worst drop · 1Y−6.4%

12.4%Volatility · 1Y10.2%

1.3%Yield1.8%

$103BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: SQLT, VTV, VO, DFAC

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VO0.03%$3

SQLT0.20%$20

DFAC0.21%$21

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

Yields: SQLT, VTV, VO, DFAC

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

VO1.34%$134

DFAC0.87%$87

SQLT0.48%$48

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

VO$134 − $3 = $131

DFAC$87 − $21 = $66

SQLT$48 − $20 = $28

KeptFee

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

Overlap: SQLT, VTV, VO, DFAC

Today

37.7%most shared, VTV and DFAC

SQLTVTVVODFAC

SQLT—0.0%0.0%8.5%

VTV0.0%—28.5%37.7%

VO0.0%28.5%—19.6%

DFAC8.5%37.7%19.6%—

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

Return vs Bumpiness: 4 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

DFACWorst drop−8.5%12.3% vol

VOWorst drop−8.2%12.4% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

VTVDFAC

+22.8%Year to date+15.8%

1.8%Yield0.9%

+27.5%Past year+17.7%

0.03%Fee0.21%

4–0VTV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

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