Compare · 4 funds side by side · dividends reinvested

SQLV, DFAC, IJR and VTV

SQLVFranklin Templeton×DFACDimensional×IJRiShares×VTVVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,892VTV · best of the four

Story of the four · IncomeMost incomeVTV · 1.81% · $181 a year on $10k

Story of the four · RiskSmallest drop

SQLV, DFAC, IJR and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.3

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.9%+28.0%+15.7%+6.6%−7.7%16.6%$40M2.8

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+14.9%+16.5%+21.0%+10.9%−8.5%13.0%$88.3B3.0

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.4%+21.0%+16.9%+5.5%−9.7%16.3%$107B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: SQLV 2017 · DFAC 2005 · IJR 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $88.3B$16,748

DFAC

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DFAC vs VTV: Top 5 Holdings

Today

DFAC

19.9%in top 5

VTV

in top 515.8%

DFACStockVTV

5.9%AAPLnot top 5

4.9%MSFTnot top 5

not top 5MU4.6%

4.4%NVDAnot top 5

not top 5JPM3.3%

Cost, Income and Risk

Fees: SQLV, DFAC, IJR, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJR0.06%$6

DFAC0.21%$21

SQLV0.60%$60

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

VTV

Vanguard Morningstar Value ETF · $184B$17,892

$10,000 five years ago, dividends reinvested · they hold 37.9% in common

DFACMeasureVTV

+14.9%Year to dateJan 1 → Nov 11+22.3%

+16.5%1 yearTotal return+25.5%

+21.0%3 years · per year$10,000 became $17,728 · $17,809+21.2%

+10.9%5 years · per year$10,000 became $16,748 · $17,892+12.3%

0.21%Expense ratio$21 · $3 a year on $10k · lower is better0.03%

0.87%Trailing 12-mo yield$87 · $181 a year on $10k1.81%

−8.5%Worst dropSmaller is better−6.4%

13.0%VolatilityLower is calmer10.8%

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

0–8VTV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5BRK-B2.9%

2.8%AMZNnot top 5

not top 5XOM2.6%

not top 5JNJ2.4%

2.0%METAnot top 5

Held in common37.9%

End-of-day Nov 11, 2026 · share of each fund

DFAC vs VTV Returns, Every Period

5Y

DimensionalDFAC

+10.9%

5 years, per year

VTVVanguard

+12.3%

5 years, per year

DFACVTVFaded: behind in that period

0–4VTV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFAC vs VTV

YTD

DimensionalDFAC

+14.9%

VTVVanguard

+22.3%

+14.9%Year to date+22.3%

−8.5%Worst drop · 1Y−6.4%

13.0%Volatility · 1Y10.8%

0.9%Yield1.8%

$88.3BAssets$184B

4–0VTV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: SQLV, DFAC, IJR, VTV

1Y

1.81%highest, VTV

FundTrailing yieldYield$10k

VTV1.81%$181

IJR1.20%$120

SQLV1.02%$102

DFAC0.87%$87

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$178most kept, VTV

VTV$181 − $3 = $178

IJR$120 − $6 = $114

DFAC$87 − $21 = $66

SQLV$102 − $60 = $42

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SQLV, DFAC, IJR, VTV

Today

37.9%most shared, DFAC and VTV

SQLVDFACIJRVTV

SQLV—1.9%15.1%0.0%

DFAC1.9%—6.4%37.9%

IJR15.1%6.4%—0.0%

VTV0.0%37.9%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+28.0%SQLV, at 16.6% volatility

VTVWorst drop−6.4%10.8% vol

DFACWorst drop−8.5%13.0% vol

IJRWorst drop−9.7%16.3% vol

SQLVWorst drop−7.7%16.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSQLV

+22.3%Year to date+23.9%

1.8%Yield1.0%

+25.5%Past year+28.0%

0.03%Fee0.60%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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SQLV, DFAC, IJR and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four