Compare · 4 funds side by side · dividends reinvested

SQLV, VTV, DFAC and VO

SQLVFranklin Templeton×VTVVanguard×DFACDimensional×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,626VTV · best of the four

02 / 04

SQLV, VTV, DFAC and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.3

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%$39M2.8

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B2.9

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$85.7B3.0

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 · VTV 2004 · DFAC 2005 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Value ETF · $184B$17,626

VTV

SQLV

Royce Quant Small-Cap Quality Value ETF · $39M$14,355

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VTVMeasureSQLV

+19.0%Year to dateJan 1 → Nov 5+22.6%

+24.0%1 yearTotal return+28.3%

+21.3%3 years · per year$10,000 became $17,832 · $15,951+16.8%

+12.0%5 years · per year$10,000 became $17,626 · $14,355+7.5%

0.03%Expense ratio$3 · $60 a year on $10k · lower is better0.60%

1.86%Trailing 12-mo yield$186 · $103 a year on $10k1.03%

−6.4%Worst dropSmaller is better−7.7%

10.7%VolatilityLower is calmer16.5%

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

6–2VTV wins

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

More Ways to See the Pairs

VTV vs SQLV: Top 5 Holdings

Today

VTV

15.8%in top 5

SQLV

in top 54.5%

VTVStockSQLV

4.6%MUnot top 5

3.3%JPMnot top 5

2.9%BRK-Bnot top 5

2.6%XOMnot top 5

2.4%JNJnot top 5

not top 5DXC1.1%

not top 5KSS0.9%

not top 5HRB0.9%

not top 5EMBC0.8%

not top 5QLYS0.8%

Held in common0.0%

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

VTV vs SQLV Returns, Every Period

VanguardVTV

+12.0%

5 years, per year

SQLVFranklin Templeton

+7.5%

5 years, per year

VTVSQLVFaded: behind in that period

2–2Level

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

VTV vs VO

YTD

VanguardVTV

+19.0%

VOVanguard

+10.7%

+19.0%Year to date+10.7%

−6.4%Worst drop · 1Y−8.2%

10.7%Volatility · 1Y12.9%

1.9%Yield1.4%

$184BAssets$103B

4–0VTV wins

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

Cost, Income and Risk

Fees: SQLV, VTV, DFAC, VO

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VO0.03%$3

DFAC0.21%$21

SQLV0.60%$60

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

Yields: SQLV, VTV, DFAC, VO

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

VO1.39%$139

SQLV1.03%$103

DFAC0.90%$90

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

VO$139 − $3 = $136

DFAC$90 − $21 = $69

SQLV$103 − $60 = $43

KeptFee

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

Overlap: SQLV, VTV, DFAC, VO

Today

37.7%most shared, VTV and DFAC

SQLVVTVDFACVO

SQLV—0.0%2.0%0.0%

VTV0.0%—37.7%28.5%

DFAC2.0%37.7%—19.6%

VO0.0%28.5%19.6%—

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

VTVWorst drop−6.4%10.7% vol

VOWorst drop−8.2%12.9% vol

DFACWorst drop−8.5%12.9% vol

SQLVWorst drop−7.7%16.5% vol

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

Paid More vs Made More

YTD

VTVSQLV

+19.0%Year to date+22.6%

1.9%Yield1.0%

+24.0%Past year+28.3%

0.03%Fee0.60%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026