DFAS vs SQLT

ADFAS

BSQLT

Measures won1–1level · of 6 · 1Y

$10,000 · 1Y$12,146DFAS · VUG $10,474

Lowest cost0.03%VUG · $3 on $10k

Most income1.00%DFAS · $100 on $10k

Smallest drop−9.4%DFAS · worst fall in 1Y

Held in common37.2%DFAS and SQLT

DFAS

SQLT

Dimensional - US Small Cap ETF · $33.7BiShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M

+16.6%Year to dateJan 1 → Nov 9[…]

+21.5%1 yearTotal return[…]

0.30%Expense ratio$30 · $20 on $10k · lower wins0.20%

1.00%12-mo yield$100 · $48 on $10k0.48%

−9.4%Worst dropSmaller wins[…]

16.0%VolatilityLower wins[…]

1–1Level

$10,000 · 1 yearAll three, one scale

Shared top holdingsDFAS · SQLT

0.3%BJ0.8%

0.2%EHC0.6%

0.2%RRC0.4%

0.2%AIT0.4%

Held in common37.2%

End-of-day Nov 9, 2026 · $10,000 1 year ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

1Y3 funds

#
1	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.5%	+16.6%	+21.5%	+17.7%	+7.1%	−9.4%	$33.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BSQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	+2.0%	new	new	new	new	[…]	$7M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

1Y3 funds

#
1	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.5%	+16.6%	+21.5%	+17.7%	+7.1%	−9.4%	$33.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BSQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.48%	+2.0%	new	new	new	new	[…]	$7M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAS vs SQLT

DFAS

Dimensional - US Small Cap

$12,146

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

MeasureDFASSQLT

Fee0.30%0.20%

Cost on $10k a year$30$20

Yield1.00%0.48%

5 years, per year+7.1%[…]

3 years, per year+17.7%[…]

Worst drop · 1Y−9.4%[…]

Volatility · 1Y16.0%[…]

1–1measures won
level

37.2%

holdings shared

Nov 9, 2026 · $10,000 one year ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SQLT, DFAS, VUG

Today

37.2%most shared, SQLT and DFAS

SQLTDFASVUG

SQLT—37.2%0.0%

DFAS37.2%—0.0%

VUG0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

SQLT$48 − $20 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee