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 12+15.2%[…]1 yearTotal return+17.7%Cost and income0.20%Expense ratio$20 · $30 on $10k · lower wins0.30%0.48%12-mo yield$48 · $101 on $10k1.01%
Overlap: SQLT, DFAS, IJHToday40.7%most shared, DFAS and IJHSQLTDFASIJHSQLT—37.1%39.0%DFAS37.1%—40.7%IJH39.0%40.7%—End-of-day Nov 12, 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$11,771MeasureSQLTDFASFee0.20%0.30%Cost on $10k a year$20$30Yield0.48%1.01%5 years, per year[…]+6.4%3 years, per year[…]+16.9%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%−1.3%+15.2%+17.7%+16.9%+6.4%−9.4%$33.5B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−1.2%+12.8%+14.5%+16.3%+6.7%−8.8%$124.0B3ASQLTiShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFReadDesk0.20%0.48%−1.0%newnewnewnew[…]$7MEnd-of-day Nov 12, 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%−1.3%+15.2%+17.7%+16.9%+6.4%−9.4%$33.5B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−1.2%+12.8%+14.5%+16.3%+6.7%−8.8%$124.0B3ASQLTiShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFReadDesk0.20%0.48%−1.0%newnewnewnew[…]$7MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: SQLT, DFAS, IJHToday40.7%most shared, DFAS and IJHSQLTDFASIJHSQLT—37.1%39.0%DFAS37.1%—40.7%IJH39.0%40.7%—End-of-day Nov 12, 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 12, 2026 · yield in dollars minus the fee