SQLT vs DFASYTDSQLTSQLTAvsBDFASDFASiShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7MDimensional - US Small Cap ETF · $33.5BReturns · dividends in[…]Year to dateJan 1 → Nov 13+15.1%[…]1 yearTotal return+17.3%Cost and income0.20%Expense ratio$20 · $30 on $10k · lower wins0.30%0.48%12-mo yield$48 · $101 on $10k1.01%
Overlap: DFAS, SQLT, IJHToday40.7%most shared, DFAS and IJHDFASSQLTIJHDFAS—37.1%40.7%SQLT37.1%—39.0%IJH40.7%39.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SQLT vs DFAS1YASQLTiShares Trust - iShares MSCI USA Small-Cap Quality Factor[…]vsDFASBDimensional - US Small Cap$11,732MeasureSQLTDFASFee0.20%0.30%Cost on $10k a year$20$30Yield0.48%1.01%5 years, per year[…]+6.1%3 years, per year[…]+17.2%Worst drop · 1Y[…]−9.4%Volatility · 1Y[…]16.0%
All ThreeYTD3 fundsBest YTDLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▼1Y▲▼3Y/yr▲▼5Y/yr▲▼Drop▲▼Assets▲▼1BDFASDimensional - US Small Cap ETFReadDesk0.30%1.01%−0.1%+15.1%+17.3%+17.2%+6.1%−9.4%$33.5B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$123.7B3ASQLTiShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFReadDesk0.20%0.48%0.0%newnewnewnew[…]$7MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All ThreeYTD3 fundsBest YTDLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▼1Y▲▼3Y/yr▲▼5Y/yr▲▼Drop▲▼Assets▲▼1BDFASDimensional - US Small Cap ETFReadDesk0.30%1.01%−0.1%+15.1%+17.3%+17.2%+6.1%−9.4%$33.5B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$123.7B3ASQLTiShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFReadDesk0.20%0.48%0.0%newnewnewnew[…]$7MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$116B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.1BAssets$47.0B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: DFAS, SQLT, IJHToday40.7%most shared, DFAS and IJHDFASSQLTIJHDFAS—37.1%40.7%SQLT37.1%—39.0%IJH40.7%39.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$117most kept, IJHIJH$122 − $5 = $117DFAS$101 − $30 = $71SQLT$48 − $20 = $28KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee