Compare · 4 funds side by side · dividends reinvested

SQLV, DFAS, IJR and IWF

SQLVFranklin Templeton×DFASDimensional×IJRiShares×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,330IWF · best of the four

02 / 04

SQLV, DFAS, IJR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$108B2.3

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%$41M2.4

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$35.2B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B3.0

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: SQLV 2017 · DFAS 1992 · IJR 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $108B$13,136

IJR

DFAS

Dimensional - US Small Cap ETF · $35.2B$13,932

$10,000 five years ago, dividends reinvested · they hold 34.5% in common

IJRMeasureDFAS

+15.4%Year to dateJan 1 → Nov 5+12.6%

+19.4%1 yearTotal return+17.3%

+17.4%3 years · per year$10,000 became $16,200 · $16,215+17.5%

+5.6%5 years · per year$10,000 became $13,136 · $13,932+6.9%

0.06%Expense ratio$6 · $30 a year on $10k · lower is better0.30%

1.24%Trailing 12-mo yield$124 · $104 a year on $10k1.04%

−9.7%Worst dropSmaller is better−9.4%

16.3%VolatilityLower is calmer15.8%

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

4–4Level

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

More Ways to See the Pairs

IJR vs DFAS: Top 5 Holdings

Today

IJR

2.7%in top 5

DFAS

in top 51.4%

IJRStockDFAS

0.6%PAYCnot top 5

0.5%RHPnot top 5

0.5%PTGXnot top 5

0.5%MTCHnot top 5

0.5%VSATnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5ELAN0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common34.5%

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

IJR vs DFAS Returns, Every Period

iSharesIJR

+5.6%

5 years, per year

DFASDimensional

+6.9%

5 years, per year

IJRDFASFaded: behind in that period

2–2Level

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

IJR vs DFAS

YTD

iSharesIJR

+15.4%

DFASDimensional

+12.6%

+15.4%Year to date+12.6%

−9.7%Worst drop · 1Y−9.4%

16.3%Volatility · 1Y15.8%

1.2%Yield1.0%

$108BAssets$35.2B

2–2level

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

Cost, Income and Risk

Fees: SQLV, DFAS, IJR, IWF

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IWF0.18%$18

DFAS0.30%$30

SQLV0.60%$60

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

Yields: SQLV, DFAS, IJR, IWF

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

DFAS1.04%$104

SQLV1.03%$103

IWF0.39%$39

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

DFAS$104 − $30 = $74

SQLV$103 − $60 = $43

IWF$39 − $18 = $21

KeptFee

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

Overlap: SQLV, DFAS, IJR, IWF

Today

34.5%most shared, DFAS and IJR

SQLVDFASIJRIWF

SQLV—10.4%15.3%0.0%

DFAS10.4%—34.5%1.4%

IJR15.3%34.5%—0.1%

IWF0.0%1.4%0.1%—

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

Return vs Bumpiness: 4 ETFs

+28.3%SQLV, at 16.5% volatility

DFASWorst drop−9.4%15.8% vol

IJRWorst drop−9.7%16.3% vol

SQLVWorst drop−7.7%16.5% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

IJRSQLV

+15.4%Year to date+22.6%

1.2%Yield1.0%

+19.4%Past year+28.3%

0.06%Fee0.60%

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$62.5B

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%

$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