Compare · 3 funds side by side · dividends reinvested

SQLV, DFAC and IJR

SQLVFranklin Templeton×DFACDimensional×IJRiShares×

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

02 / 04

SQLV, DFAC and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%0.99%+27.7%+33.0%+18.7%+8.7%−7.7%16.0%$41M2.0

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%$89.2B2.0

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%$108B2.0

Rank among the three1st → 3rdFee, 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: SQLV 2017 · DFAC 2005 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $89.2B$17,417

DFAC

IJR

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

$10,000 five years ago, dividends reinvested · they hold 6.4% in common

DFACMeasureIJR

+15.8%Year to dateJan 1 → Nov 4+19.9%

+17.7%1 yearTotal return+22.7%

+23.2%3 years · per year$10,000 became $18,682 · $16,979+19.3%

+11.7%5 years · per year$10,000 became $17,417 · $13,920+6.8%

0.21%Expense ratio$21 · $6 a year on $10k · lower is better0.06%

0.87%Trailing 12-mo yield$87 · $120 a year on $10k1.20%

−8.5%Worst dropSmaller is better−9.7%

12.3%VolatilityLower is calmer15.8%

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

4–4Level

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

More Ways to See the Pairs

DFAC vs IJR: Top 5 Holdings

Today

DFAC

20.1%in top 5

IJR

in top 52.7%

DFACStockIJR

5.6%AAPLnot top 5

5.3%NVDAnot top 5

4.8%MSFTnot top 5

2.6%AMZNnot top 5

1.9%METAnot top 5

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

Held in common6.4%

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

DFAC vs IJR Returns, Every Period

DimensionalDFAC

+11.7%

5 years, per year

IJRiShares

+6.8%

5 years, per year

DFACIJRFaded: behind in that period

2–2Level

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

DFAC vs IJR

YTD

DimensionalDFAC

+15.8%

IJRiShares

+19.9%

+15.8%Year to date+19.9%

−8.5%Worst drop · 1Y−9.7%

12.3%Volatility · 1Y15.8%

0.9%Yield1.2%

$89.2BAssets$108B

2–2level

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

Cost, Income and Risk

Fees: SQLV, DFAC, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

DFAC0.21%$21

SQLV0.60%$60

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

Yields: SQLV, DFAC, IJR

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

SQLV0.99%$99

DFAC0.87%$87

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

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

DFAC$87 − $21 = $66

SQLV$99 − $60 = $39

KeptFee

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

Overlap: SQLV, DFAC, IJR

Today

15.7%most shared, SQLV and IJR

SQLVDFACIJR

SQLV—1.9%15.7%

DFAC1.9%—6.4%

IJR15.7%6.4%—

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

Return vs Bumpiness: 3 ETFs

+33.0%SQLV, at 16.0% volatility

DFACWorst drop−8.5%12.3% vol

IJRWorst drop−9.7%15.8% vol

SQLVWorst drop−7.7%16.0% vol

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

Paid More vs Made More

YTD

IJRSQLV

+19.9%Year to date+27.7%

1.2%Yield1.0%

+22.7%Past year+33.0%

0.06%Fee0.60%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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