DFAS vs SQLT1YDFASDFASAvsBSQLTSQLTDimensional - US Small Cap ETF · $34.7BiShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7MReturns · dividends in+15.7%Year to dateJan 1 → Nov 10[…]+19.6%1 yearTotal return[…]Cost and income0.30%Expense ratio$30 · $20 on $10k · lower wins0.20%1.01%12-mo yield$101 · $48 on $10k0.48%
Overlap: SQLT, DFAS, IWFToday37.1%most shared, SQLT and DFASSQLTDFASIWFSQLT—37.1%0.6%DFAS37.1%—1.4%IWF0.6%1.4%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
DFAS vs SQLT1YADFASDimensional - US Small Cap$11,957vsSQLTBiShares Trust - iShares MSCI USA Small-Cap Quality Factor[…]MeasureDFASSQLTFee0.30%0.20%Cost on $10k a year$30$20Yield1.01%0.48%5 years, per year+6.9%[…]3 years, per year+16.5%[…]Worst drop · 1Y−9.4%[…]Volatility · 1Y15.9%[…]
All Three1Y3 fundsBest 1YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▼3Y/yr▲▼5Y/yr▲▼Drop▲▼Assets▲▼1ADFASDimensional - US Small Cap ETFReadDesk0.30%1.01%−0.3%+15.7%+19.6%+16.5%+6.9%−9.4%$34.7B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−0.9%−3.4%−2.9%+19.1%+9.4%−14.6%$118.1B3BSQLTiShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFReadDesk0.20%0.48%−0.2%newnewnewnew[…]$7MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three1Y3 fundsBest 1YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▼3Y/yr▲▼5Y/yr▲▼Drop▲▼Assets▲▼1ADFASDimensional - US Small Cap ETFReadDesk0.30%1.01%−0.3%+15.7%+19.6%+16.5%+6.9%−9.4%$34.7B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−0.9%−3.4%−2.9%+19.1%+9.4%−14.6%$118.1B3BSQLTiShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFReadDesk0.20%0.48%−0.2%newnewnewnew[…]$7MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
Overlap: SQLT, DFAS, IWFToday37.1%most shared, SQLT and DFASSQLTDFASIWFSQLT—37.1%0.6%DFAS37.1%—1.4%IWF0.6%1.4%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$71most kept, DFASDFAS$101 − $30 = $71SQLT$48 − $20 = $28IWF$38 − $18 = $20KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee