Compare · 4 funds side by side · dividends reinvested

SQLV, VUG, DFAC and IWF

SQLVFranklin Templeton×VUGVanguard×DFACDimensional×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,526DFAC · best of the four

02 / 04

SQLV, VUG, DFAC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$89.2B1.9

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%$41M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B3.4

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 · VUG 2004 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,052

VUG

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

$10,000 five years ago, dividends reinvested · they hold 78.0% in common

VUGMeasureIWF

+0.5%Year to dateJan 1 → Nov 5−6.5%

−0.6%1 yearTotal return−7.6%

+22.8%3 years · per year$10,000 became $18,532 · $17,073+19.5%

+9.9%5 years · per year$10,000 became $16,052 · $15,330+8.9%

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

0.43%Trailing 12-mo yield$43 · $39 a year on $10k0.39%

−15.1%Worst dropSmaller is better−14.6%

19.0%VolatilityLower is calmer19.3%

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

7–1VUG wins

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

More Ways to See the Pairs

VUG vs IWF: Top 5 Holdings

Today

VUG

45.2%in top 5

IWF

in top 539.6%

VUGStockIWF

13.5%NVDA14.6%

12.5%AAPL8.5%

9.7%MSFT6.4%

5.2%GOOGL5.3%

4.3%AVGO4.7%

Held in common78.0%

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

VUG vs IWF Returns, Every Period

VanguardVUG

+9.9%

5 years, per year

IWFiShares

+8.9%

5 years, per year

VUGIWFFaded: behind in that period

4–0VUG wins

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

VUG vs SQLV

YTD

VanguardVUG

+0.5%

SQLVFranklin Templeton

+22.6%

+0.5%Year to date+22.6%

−15.1%Worst drop · 1Y−7.7%

19.0%Volatility · 1Y16.5%

0.4%Yield1.0%

$233BAssets$41.0M

4–0SQLV wins

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

Cost, Income and Risk

Fees: SQLV, VUG, DFAC, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAC0.21%$21

SQLV0.60%$60

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

Yields: SQLV, VUG, DFAC, IWF

1.03%highest, SQLV

FundTrailing yieldYield$10k

SQLV1.03%$103

DFAC0.90%$90

VUG0.43%$43

IWF0.39%$39

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

SQLV$103 − $60 = $43

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

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

Overlap: SQLV, VUG, DFAC, IWF

Today

78.0%most shared, VUG and IWF

SQLVVUGDFACIWF

SQLV—0.0%2.0%0.0%

VUG0.0%—36.2%78.0%

DFAC2.0%36.2%—40.8%

IWF0.0%78.0%40.8%—

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

DFACWorst drop−8.5%12.9% vol

SQLVWorst drop−7.7%16.5% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

SQLVDFAC

+22.6%Year to date+11.2%

1.0%Yield0.9%

+28.3%Past year+14.3%

0.60%Fee0.21%

3–1SQLV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026