Compare · 3 funds side by side · dividends reinvested

SQLV, DFAS and IJH

SQLVFranklin Templeton×DFASDimensional×IJHiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,355SQLV · best of the three

02 / 04

SQLV, DFAS and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.6%+28.3%+16.8%+7.5%−7.7%16.5%$41M1.9

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$35.2B2.0

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%$125B2.1

Rank among the three1st → 3rdFee, 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: SQLV 2017 · DFAS 1992 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Mid-Cap ETF · $125B$13,830

IJH

SQLV

Royce Quant Small-Cap Quality Value ETF · $41M$14,355

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

IJHMeasureSQLV

+9.5%Year to dateJan 1 → Nov 5+22.6%

+12.9%1 yearTotal return+28.3%

+16.5%3 years · per year$10,000 became $15,806 · $15,951+16.8%

+6.7%5 years · per year$10,000 became $13,830 · $14,355+7.5%

0.05%Expense ratio$5 · $60 a year on $10k · lower is better0.60%

1.26%Trailing 12-mo yield$126 · $103 a year on $10k1.03%

−8.8%Worst dropSmaller is better−7.7%

15.5%VolatilityLower is calmer16.5%

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

3–5SQLV wins

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

More Ways to See the Pairs

IJH vs SQLV: Top 5 Holdings

Today

IJH

3.5%in top 5

SQLV

in top 54.5%

IJHStockSQLV

not top 5DXC1.1%

not top 5KSS0.9%

not top 5HRB0.9%

not top 5EMBC0.8%

not top 5QLYS0.8%

0.8%UTHRnot top 5

0.7%FTInot top 5

0.7%ATInot top 5

0.7%USFDnot top 5

0.7%THCnot top 5

Held in common2.7%

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

IJH vs SQLV Returns, Every Period

iSharesIJH

+6.7%

5 years, per year

SQLVFranklin Templeton

+7.5%

5 years, per year

IJHSQLVFaded: behind in that period

0–4SQLV wins

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

IJH vs DFAS

YTD

iSharesIJH

+9.5%

DFASDimensional

+12.6%

+9.5%Year to date+12.6%

−8.8%Worst drop · 1Y−9.4%

15.5%Volatility · 1Y15.8%

1.3%Yield1.0%

$125BAssets$35.2B

3–1IJH wins

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

Cost, Income and Risk

Fees: SQLV, DFAS, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAS0.30%$30

SQLV0.60%$60

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

Yields: SQLV, DFAS, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

DFAS1.04%$104

SQLV1.03%$103

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAS$104 − $30 = $74

SQLV$103 − $60 = $43

KeptFee

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

Overlap: SQLV, DFAS, IJH

Today

40.9%most shared, DFAS and IJH

SQLVDFASIJH

SQLV—10.4%2.7%

DFAS10.4%—40.9%

IJH2.7%40.9%—

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

Return vs Bumpiness: 3 ETFs

+28.3%SQLV, at 16.5% volatility

IJHWorst drop−8.8%15.5% vol

DFASWorst drop−9.4%15.8% vol

SQLVWorst drop−7.7%16.5% vol

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

Paid More vs Made More

YTD

IJHSQLV

+9.5%Year to date+22.6%

1.3%Yield1.0%

+12.9%Past year+28.3%

0.05%Fee0.60%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026