Compare · 4 funds side by side · dividends reinvested

SQLV, IJH, DFAC and VO

SQLVFranklin Templeton×IJHiShares×DFACDimensional×VOVanguard×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,748DFAC · best of the four

Story of the four · IncomeMost incomeVO · 1.33% · $133 a year on $10k

Story of the four · RiskSmallest drop

SQLV, IJH, DFAC and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B2.0

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%$88.3B2.3

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

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+14.2%+15.9%+16.7%+6.9%−8.8%15.7%$126B3.0

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 · IJH 2000 · DFAC 2005 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P Mid-Cap ETF · $126B$13,928

IJH

More Ways to See the Pairs

IJH vs SQLV: Top 5 Holdings

Today

IJH

3.6%in top 5

SQLV

in top 54.9%

IJHStockSQLV

not top 5DXC1.3%

not top 5KD1.0%

not top 5KSS0.9%

not top 5EMBC0.9%

not top 5FHI0.8%

Cost, Income and Risk

Fees: SQLV, IJH, DFAC, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJH0.05%$5

DFAC0.21%$21

SQLV0.60%$60

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

SQLV

Royce Quant Small-Cap Quality Value ETF · $40M$13,771

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

IJHMeasureSQLV

+14.2%Year to dateJan 1 → Nov 11+23.9%

+15.9%1 yearTotal return+28.0%

+16.7%3 years · per year$10,000 became $15,885 · $15,474+15.7%

+6.9%5 years · per year$10,000 became $13,928 · $13,771+6.6%

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

1.21%Trailing 12-mo yield$121 · $102 a year on $10k1.02%

−8.8%Worst dropSmaller is better−7.7%

15.7%VolatilityLower is calmer16.6%

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

5–3IJH wins

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

0.7%FTInot top 5

0.7%UTHRnot 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 11, 2026 · share of each fund

IJH vs SQLV Returns, Every Period

5Y

iSharesIJH

+6.9%

5 years, per year

SQLVFranklin Templeton

+6.6%

5 years, per year

IJHSQLVFaded: behind in that period

2–2Level

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

IJH vs VO

YTD

iSharesIJH

+14.2%

VOVanguard

+15.0%

+14.2%Year to date+15.0%

−8.8%Worst drop · 1Y−8.2%

15.7%Volatility · 1Y13.1%

1.2%Yield1.3%

$126BAssets$103B

4–0VO wins

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

Yields: SQLV, IJH, DFAC, VO

1Y

1.33%highest, VO

FundTrailing yieldYield$10k

VO1.33%$133

IJH1.21%$121

SQLV1.02%$102

DFAC0.87%$87

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

Income After Fees on $10,000

1Y

$130most kept, VO

VO$133 − $3 = $130

IJH$121 − $5 = $116

DFAC$87 − $21 = $66

SQLV$102 − $60 = $42

KeptFee

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

Overlap: SQLV, IJH, DFAC, VO

Today

19.7%most shared, DFAC and VO

SQLVIJHDFACVO

SQLV—2.7%1.9%0.0%

IJH2.7%—11.5%0.2%

DFAC1.9%11.5%—19.7%

VO0.0%0.2%19.7%—

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

DFACWorst drop−8.5%13.0% vol

VOWorst drop−8.2%13.1% vol

IJHWorst drop−8.8%15.7% 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

VOSQLV

+15.0%Year to date+23.9%

1.3%Yield1.0%

+15.0%Past year+28.0%

0.03%Fee0.60%

2–2level

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

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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SQLV, IJH, DFAC and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four