Compare · 4 funds side by side · dividends reinvested

SQLV, IWF, DFAC and IJR

SQLVFranklin Templeton×IWFiShares×DFACDimensional×IJRiShares×

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, IWF, DFAC and IJR, 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%$85.7B2.1

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%$104B2.3

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 Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.3

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 · IWF 2000 · DFAC 2005 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

DFAC

IWF

iShares Russell 1000 Growth ETF · $113B$15,441

$10,000 five years ago, dividends reinvested · they hold 40.2% in common

DFACMeasureIWF

+11.4%Year to dateJan 1 → Nov 6−5.3%

+13.8%1 yearTotal return−6.5%

+21.0%3 years · per year$10,000 became $17,722 · $17,022+19.4%

+10.6%5 years · per year$10,000 became $16,525 · $15,442+9.1%

0.21%Expense ratio$21 · $18 a year on $10k · lower is better0.18%

0.90%Trailing 12-mo yield$90 · $39 a year on $10k0.39%

−8.5%Worst dropSmaller is better−14.6%

12.9%VolatilityLower is calmer19.4%

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

7–1DFAC wins

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

More Ways to See the Pairs

DFAC vs IWF: Top 5 Holdings

Today

DFAC

20.4%in top 5

IWF

in top 539.8%

DFACStockIWF

4.8%NVDA14.1%

5.9%AAPL9.0%

5.0%MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common40.2%

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

DFAC vs IWF Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

IWFiShares

+9.1%

5 years, per year

DFACIWFFaded: behind in that period

4–0DFAC wins

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

DFAC vs IJR

YTD

DimensionalDFAC

+11.4%

IJRiShares

+15.5%

+11.4%Year to date+15.5%

−8.5%Worst drop · 1Y−9.7%

12.9%Volatility · 1Y16.2%

0.9%Yield1.2%

$85.7BAssets$104B

2–2level

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

Cost, Income and Risk

Fees: SQLV, IWF, DFAC, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IWF0.18%$18

DFAC0.21%$21

SQLV0.60%$60

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

Yields: SQLV, IWF, DFAC, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

SQLV1.04%$104

DFAC0.90%$90

IWF0.39%$39

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

IWF$39 − $18 = $21

KeptFee

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

Overlap: SQLV, IWF, DFAC, IJR

Today

40.2%most shared, IWF and DFAC

SQLVIWFDFACIJR

SQLV—0.0%1.9%15.2%

IWF0.0%—40.2%0.1%

DFAC1.9%40.2%—6.4%

IJR15.2%0.1%6.4%—

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

IWFWorst drop−14.6%19.4% 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