Compare · 4 funds side by side · dividends reinvested

SQLV, IJR, DFAC and VUG

SQLVFranklin Templeton×IJRiShares×DFACDimensional×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,525DFAC · best of the four

02 / 04

SQLV, IJR, DFAC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.7B2.3

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%$39M2.4

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.0

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 · IJR 2000 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $104B$13,170

IJR

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$14,141

$10,000 five years ago, dividends reinvested · they hold 15.2% in common

IJRMeasureSQLV

+15.5%Year to dateJan 1 → Nov 6+21.1%

+17.6%1 yearTotal return+25.3%

+17.3%3 years · per year$10,000 became $16,147 · $15,694+16.2%

+5.7%5 years · per year$10,000 became $13,170 · $14,141+7.2%

0.06%Expense ratio$6 · $60 a year on $10k · lower is better0.60%

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

−9.7%Worst dropSmaller is better−7.7%

16.2%VolatilityLower is calmer16.5%

IJRSQLV 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

IJR vs SQLV: Top 5 Holdings

Today

IJR

2.6%in top 5

SQLV

in top 54.8%

IJRStockSQLV

not top 5DXC1.2%

not top 5KD1.0%

not top 5KSS0.9%

not top 5EMBC0.9%

not top 5HRB0.9%

0.6%PAYCnot top 5

0.5%LTHnot top 5

0.5%MTCHnot top 5

0.5%RHPnot top 5

0.5%PTGXnot top 5

Held in common15.2%

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

IJR vs SQLV Returns, Every Period

iSharesIJR

+5.7%

5 years, per year

SQLVFranklin Templeton

+7.2%

5 years, per year

IJRSQLVFaded: behind in that period

1–3SQLV wins

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

IJR vs SQLV

YTD

iSharesIJR

+15.5%

SQLVFranklin Templeton

+21.1%

+15.5%Year to date+21.1%

−9.7%Worst drop · 1Y−7.7%

16.2%Volatility · 1Y16.5%

1.2%Yield1.0%

$104BAssets$39.4M

2–2level

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

Cost, Income and Risk

Fees: SQLV, IJR, DFAC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

DFAC0.21%$21

SQLV0.60%$60

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

Yields: SQLV, IJR, DFAC, VUG

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

SQLV1.04%$104

DFAC0.90%$90

VUG0.42%$42

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

DFAC$90 − $21 = $69

SQLV$104 − $60 = $44

VUG$42 − $3 = $39

KeptFee

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

Overlap: SQLV, IJR, DFAC, VUG

Today

35.7%most shared, DFAC and VUG

SQLVIJRDFACVUG

SQLV—15.2%1.9%0.0%

IJR15.2%—6.4%0.0%

DFAC1.9%6.4%—35.7%

VUG0.0%0.0%35.7%—

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

DFACWorst drop−8.5%12.9% vol

IJRWorst drop−9.7%16.2% vol

SQLVWorst drop−7.7%16.5% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

IJRSQLV

+15.5%Year to date+21.1%

1.2%Yield1.0%

+17.6%Past year+25.3%

0.06%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