Compare · 4 funds side by side · dividends reinvested

SQLV, DFAS, IWF and IJH

SQLVFranklin Templeton×DFASDimensional×IWFiShares×IJHiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,441IWF · best of the four

02 / 04

SQLV, DFAS, IWF and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.04%+21.1%+25.3%+16.2%+7.2%−7.7%16.5%$39M2.3

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%$121B2.3

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.8B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: SQLV 2017 · DFAS 1992 · IWF 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Mid-Cap ETF · $121B$13,830

IJH

DFAS

Dimensional - US Small Cap ETF · $33.8B$13,927

$10,000 five years ago, dividends reinvested · they hold 40.7% in common

IJHMeasureDFAS

+9.5%Year to dateJan 1 → Nov 6+12.7%

+12.9%1 yearTotal return+15.9%

+16.5%3 years · per year$10,000 became $15,806 · $16,130+17.3%

+6.7%5 years · per year$10,000 became $13,830 · $13,927+6.8%

0.05%Expense ratio$5 · $30 a year on $10k · lower is better0.30%

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

−8.8%Worst dropSmaller is better−9.4%

15.5%VolatilityLower is calmer15.7%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IJH vs DFAS: Top 5 Holdings

Today

IJH

3.5%in top 5

DFAS

in top 51.3%

IJHStockDFAS

0.7%UTHRnot top 5

0.7%FTInot top 5

0.7%USFDnot top 5

0.7%THCnot top 5

0.7%ATInot top 5

not top 5SWKS0.3%

not top 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

not top 5UMBF0.2%

Held in common40.7%

End-of-day Nov 6, 2026 · share of each fund

IJH vs DFAS Returns, Every Period

iSharesIJH

+6.7%

5 years, per year

DFASDimensional

+6.8%

5 years, per year

IJHDFASFaded: behind in that period

0–4DFAS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IJH vs SQLV

YTD

iSharesIJH

+9.5%

SQLVFranklin Templeton

+21.1%

+9.5%Year to date+21.1%

−8.8%Worst drop · 1Y−7.7%

15.5%Volatility · 1Y16.5%

1.3%Yield1.0%

$121BAssets$39.4M

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLV, DFAS, IWF, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWF0.18%$18

DFAS0.30%$30

SQLV0.60%$60

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SQLV, DFAS, IWF, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

SQLV1.04%$104

DFAS1.03%$103

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAS$103 − $30 = $73

SQLV$104 − $60 = $44

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SQLV, DFAS, IWF, IJH

Today

40.7%most shared, DFAS and IJH

SQLVDFASIWFIJH

SQLV—10.3%0.0%2.7%

DFAS10.3%—1.4%40.7%

IWF0.0%1.4%—1.9%

IJH2.7%40.7%1.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+25.3%SQLV, at 16.5% volatility

IJHWorst drop−8.8%15.5% vol

DFASWorst drop−9.4%15.7% vol

SQLVWorst drop−7.7%16.5% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJHSQLV

+9.5%Year to date+21.1%

1.3%Yield1.0%

+12.9%Past year+25.3%

0.05%Fee0.60%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026